Signals

← Signals

☆LGLV

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

Flow ranking

Rank#887
Score / z0.117 / 0.12
Consensus57.82 over 103 funds
Momentumno 12m return

Price & positioning

227 cached closes, trailing year
Drawdownno history
Short interestno FINRA history

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 ▾
☆Syntegra Private Wealth Group, LLC CIK 0001964298 0.862 202 140.0 10.8% 5 +0.0 pp +0.5 pp -1.7 pp -1.6 pp
☆Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 62.6 1.7% 5 -0.1 pp -0.3 pp -0.1 pp -0.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 33.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 32.6 0.0% 6 -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 30.8 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆DORVAL Corp CIK 0001999144 0.667 49 23.3 6.7% 5 -0.3 pp -0.2 pp -0.3 pp -0.5 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 20.4 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 15.4 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Baltimore-Washington Financial Advisors, Inc. CIK 0001555486 0.617 206 14.9 0.6% 5 -1.8 pp -1.6 pp -1.6 pp -1.7 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 13.4 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 12.2 0.4% 6 -0.1 pp -0.0 pp -0.2 pp -0.2 pp
☆Ethos Financial Group, LLC CIK 0001954242 0.258 648 11.9 0.8% 5 +0.0 pp +0.1 pp +0.3 pp +0.2 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.520 555 11.1 0.6% 5 -0.1 pp -0.3 pp -0.4 pp -0.4 pp
☆Horizon Investments, LLC CIK 0001560717 0.541 1386 11.0 0.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 8.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Tempo Wealth, LLC CIK 0002112005 0.447 237 7.2 1.1% 2 -0.2 pp +1.1 pp +1.1 pp +1.1 pp
☆HF Advisory Group, LLC CIK 0001963169 0.209 168 6.9 2.1% 5 +0.0 pp +0.1 pp +0.0 pp +0.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 4.9 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 4.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 3.8 0.0% 6 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Sage Mountain Advisors LLC CIK 0001832274 0.872 304 3.4 0.2% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Journey Advisory Group, LLC CIK 0001840085 0.344 282 3.4 0.3% 5 -0.0 pp -0.1 pp -0.0 pp -0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 3.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 3.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 2.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 2.8 0.0% 5 -0.1 pp -0.0 pp -0.0 pp -0.1 pp
☆Legacy Advisory Services, LLC CIK 0002068847 0.633 54 2.7 1.9% 7 +0.0 pp +0.5 pp +0.5 pp +0.4 pp
☆REGATTA CAPITAL GROUP, LLC CIK 0001911488 0.614 223 2.7 0.4% 5 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 2.4 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 2.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 2.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Daiwa Securities Group Inc. (DSECF, DSEEY) CIK 0001481045 0.897 1126 2.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 2.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆McNaughton Wealth Management, LLC CIK 0001802691 0.397 75 2.2 0.8% 5 -0.2 pp -0.2 pp -0.5 pp -0.5 pp
☆ROFFMAN MILLER ASSOCIATES INC /PA/ CIK 0000869367 0.633 87 2.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Pallas Capital Advisors LLC CIK 0001862282 0.593 1034 1.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 1.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 1.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 1.6 0.0% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆NORDEN GROUP LLC CIK 0001990699 0.246 701 1.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 1.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FIRST AMERICAN TRUST, FSB CIK 0000036066 0.429 307 1.4 0.1% 5 -0.1 pp -0.1 pp -0.3 pp -0.4 pp
☆JBR Co Financial Management Inc CIK 0002017878 0.254 133 1.3 0.5% 5 +0.2 pp +0.2 pp +0.1 pp +0.3 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 1.3 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Financial Insights, Inc. CIK 0001642058 0.472 147 1.3 0.3% 6 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆CALIBER WEALTH MANAGEMENT, LLC / KS CIK 0002067120 0.623 300 1.3 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Fortis Group Advisors, LLC CIK 0001815183 0.142 619 1.2 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Milestone Investment Advisors LLC CIK 0001967018 0.576 141 1.2 0.3% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Independent Wealth Network Inc. CIK 0001891240 0.224 338 1.2 0.3% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Flagship Private Wealth, LLC CIK 0001842560 0.482 115 1.1 0.4% 5 -0.0 pp -0.0 pp -0.1 pp -0.2 pp
☆Apollon Financial, LLC CIK 0002011195 0.470 293 1.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 1.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 1.0 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 1.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Portland Financial Advisors Inc CIK 0002054942 0.138 89 1.0 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 1.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 1.0 0.0% 5 -0.0 pp -0.1 pp -0.3 pp -0.3 pp
☆Mission Creek Capital Partners, Inc. CIK 0001801583 0.262 231 1.0 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆RFG - Bristol Wealth Advisors, LLC CIK 0002055104 0.461 188 0.9 0.2% 5 -0.0 pp +0.1 pp +0.0 pp -0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.9 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Family Capital Management, Inc. CIK 0001964344 0.490 115 0.9 0.4% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 0.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 0.8 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆ABOUND FINANCIAL, LLC CIK 0002024264 0.708 297 0.8 0.3% 1 +0.3 pp +0.3 pp -0.0 pp -0.0 pp
☆SHEETS SMITH WEALTH MANAGEMENT CIK 0001157436 0.386 408 0.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 0.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Integrity Advisory Solutions, LLC CIK 0002057931 0.588 336 0.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Cypress Wealth Services, LLC CIK 0001721527 0.375 422 0.7 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RIVERSEDGE ADVISORS, LLC CIK 0001787663 0.619 315 0.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Barnes Wealth Management Group, Inc CIK 0002066194 0.212 195 0.7 0.3% 6 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Thrive Capital Management, LLC CIK 0001845943 0.203 170 0.7 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.2 pp
☆PERRYMAN FINANCIAL ADVISORY INC /AD CIK 0000934040 0.519 191 0.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Harvest Investment Services, LLC CIK 0001591097 0.110 383 0.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Raab & Moskowitz Asset Management LLC CIK 0001616664 0.371 193 0.6 0.1% 4 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Vista Cima Wealth Management LLC CIK 0002055907 0.268 49 0.5 0.4% 5 -0.1 pp -0.0 pp -0.0 pp -0.1 pp
☆Avant Capital LLC CIK 0001653443 0.368 86 0.5 0.3% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Hutchens & Kramer Investment Management Group, LLC CIK 0001920117 0.402 160 0.5 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Inspire Advisors, LLC CIK 0001810558 0.441 725 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Composition Wealth, LLC CIK 0001585859 0.755 995 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 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
☆CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 0.5 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Legacy Trust CIK 0001772483 0.355 210 0.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Insight Advisors, LLC/ PA CIK 0001844880 0.630 241 0.4 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 0.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ARS Wealth Advisors Group, LLC CIK 0001886707 0.624 220 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SFG Wealth Management, LLC. CIK 0001908914 0.461 113 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Commonwealth Financial Services, LLC CIK 0001536755 0.093 317 0.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Mallini Complete Financial Planning LLC CIK 0002049540 0.228 70 0.4 0.3% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆High Net Worth Advisory Group LLC CIK 0001919142 0.399 250 0.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Darwin Wealth Management, LLC CIK 0001663224 0.207 777 0.4 0.1% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighPoint Advisor Group LLC CIK 0001616034 0.583 691 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Retireful, LLC CIK 0001919176 0.005 81 0.4 0.3% 2 -0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆Second Line Capital, LLC CIK 0001992879 0.612 173 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 0.3 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 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆UPTICK PARTNERS, LLC CIK 0002005353 0.238 337 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆ARQ WEALTH ADVISORS, LLC CIK 0001811827 0.093 209 0.3 0.0% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Sherman Wealth Management LLC CIK 0002096110 0.392 84 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.3 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WEALTHGARDEN F.S. LLC CIK 0002023633 0.089 187 0.3 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Trek Financial, LLC CIK 0001768195 0.100 501 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TSFG, LLC CIK 0001800513 0.413 891 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Prosperity Financial Group, Inc. CIK 0001991334 0.164 184 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Berkeley, Inc CIK 0002051965 0.446 86 0.3 0.1% 7 -0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆Millington Financial Advisors, LLC CIK 0001924615 0.364 128 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Clark Asset Management, LLC CIK 0002062026 0.808 294 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 0.3 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Bouchey Financial Group, Ltd. CIK 0001599054 0.566 191 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Balance Wealth Partners LLC CIK 0002065247 0.438 165 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Stonebridge Financial Group, LLC CIK 0002009367 0.338 275 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ERn Financial, LLC CIK 0001768302 0.529 161 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brookwood Investment Group LLC CIK 0002066812 0.241 513 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Investment Planning Advisors, Inc. CIK 0002024049 0.483 117 0.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Hughes Financial Services, LLC CIK 0002054465 0.839 1839 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kirkwood Financial Services CIK 1814128 0.640 42 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆BARRETT & COMPANY, INC. CIK 0000887602 0.414 707 0.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IMA Advisory Services, Inc. CIK 0001455495 0.141 1384 0.1 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 0.1 0.0% 2 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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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 LGLV). Qtrs Held counts distinct quarters this fund has actually held LGLV (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its LGLV position size. Δ columns are the percentage-point change in LGLV'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