Signals

← Signals

☆LH

1253 in-universe funds with a nonzero position in LH within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#19174
Score / z0.000 / -0.02
Consensus326.48 over 615 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 1,840.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆VANGUARD CAPITAL MANAGEMENT LLC CIK 0002100119 0.000 4092 1,501.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 1,354.5 0.8% 5 -0.0 pp +0.0 pp +0.3 pp +0.4 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 1,094.1 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆VANGUARD PORTFOLIO MANAGEMENT LLC CIK 0002100121 0.000 3141 1,030.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Boston Partners CIK 0001386060 0.833 802 854.2 0.8% 3 +0.1 pp +0.3 pp +0.8 pp +0.8 pp
☆Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 635.0 1.0% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 610.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Select Equity Group, L.P. CIK 0001592643 0.705 143 554.9 2.9% 5 -0.1 pp +0.5 pp +0.7 pp +0.6 pp
☆FMR LLC CIK 0000315066 0.989 5571 533.4 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 450.6 0.0% 7 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 382.8 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 346.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NORDEA INVESTMENT MANAGEMENT AB CIK 0001218210 0.929 921 254.7 0.2% 5 -0.1 pp -0.0 pp -0.2 pp -0.2 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 248.5 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 247.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 239.6 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
☆AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 236.6 0.1% 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 227.4 0.0% 6 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆NORGES BANK CIK 0001374170 0.994 1617 226.8 0.0% 1 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 226.1 0.0% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Navera Investment Management Ltd. CIK 0001842702 0.766 56 218.9 5.9% 5 -0.8 pp +0.4 pp +0.1 pp +0.8 pp
☆HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC CIK 0001164833 0.816 460 207.8 0.6% 5 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆COOKE & BIELER LP CIK 0000024386 0.694 100 187.4 2.2% 5 +0.1 pp +0.2 pp -0.1 pp +0.0 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 179.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 178.4 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BECK MACK & OLIVER LLC CIK 0000010742 0.841 201 169.5 3.3% 5 -0.1 pp +0.4 pp +0.1 pp +0.2 pp
☆Diamond Hill Capital Management, LLC (Investment Advisor) CIK 0001217541 0.718 186 168.2 1.3% 5 +0.1 pp -0.3 pp -0.9 pp -0.9 pp
☆Amundi CIK 0001330387 0.000 1 167.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆River Road Asset Management, LLC CIK 0001341401 0.545 175 164.9 1.8% 5 +0.3 pp +0.7 pp +0.7 pp +1.1 pp
☆MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 156.6 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Woodline Partners LP CIK 0001784547 0.424 1011 156.0 0.5% 5 +0.0 pp +0.1 pp +0.1 pp +0.4 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 144.5 0.0% 5 -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 142.1 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Madison Asset Management, LLC CIK 0001299351 0.631 347 133.5 1.6% 5 -0.0 pp +0.1 pp -0.2 pp -0.0 pp
☆EARNEST PARTNERS LLC CIK 0001102578 0.774 304 133.4 0.5% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆VANGUARD FIDUCIARY TRUST CO CIK 0000933478 0.000 4076 128.9 0.0% 2 -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 121.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 111.6 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 109.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 102.5 0.0% 7 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆ARIEL INVESTMENTS, LLC CIK 0000936753 0.768 106 97.8 1.0% 5 -0.1 pp -0.0 pp -0.1 pp -0.1 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 97.3 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 90.9 0.1% 5 -0.0 pp -0.1 pp -0.0 pp -0.2 pp
☆CapitalatWork S.A. CIK 0002135126 0.670 93 78.6 2.0% 1 +2.0 pp -0.6 pp -1.1 pp -1.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 74.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 74.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Squarepoint Ops LLC CIK 0001642575 0.419 2729 72.4 0.1% 5 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 71.8 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆BRANDES INVESTMENT PARTNERS, LP CIK 0001015079 0.638 193 69.9 0.5% 5 +0.0 pp +0.1 pp -0.0 pp +0.0 pp
☆Nuveen, LLC CIK 0001871926 0.966 3735 67.7 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Swiss National Bank CIK 0001582202 0.961 2301 65.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 63.9 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC CIK 0001056549 0.697 205 63.3 3.3% 5 -0.0 pp +0.3 pp -0.1 pp +0.1 pp
☆JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 61.2 0.4% 5 +0.0 pp +0.4 pp +0.4 pp +0.4 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 59.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 59.0 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 59.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CAMBIAR INVESTORS LLC CIK 0000823621 0.361 150 57.6 2.5% 5 -0.0 pp +0.3 pp -0.1 pp -0.3 pp
☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 57.3 0.7% 5 +0.1 pp +0.0 pp -0.1 pp -0.1 pp
☆Mitsubishi UFJ Asset Management Co., Ltd. CIK 0001466546 0.961 1659 56.0 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Vanguard Global Advisers, LLC CIK 0001811242 0.000 3638 49.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 47.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AMI ASSET MANAGEMENT CORP CIK 0001369702 0.566 99 47.8 2.7% 5 -0.2 pp +0.2 pp -0.2 pp -0.0 pp
☆Allianz Asset Management GmbH CIK 0001535323 0.869 1564 44.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆VANGUARD ASSET MANAGEMENT, Ltd CIK 0001680208 0.000 2447 44.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 44.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 44.3 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 42.3 0.0% 6 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Cannell & Spears LLC CIK 0001426319 0.634 445 42.0 0.7% 5 -0.1 pp +0.0 pp -0.1 pp -0.1 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 39.7 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 38.5 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆DAVIDSON INVESTMENT ADVISORS CIK 0001140771 0.598 123 37.2 1.5% 5 -0.3 pp -0.1 pp -0.4 pp -0.4 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 35.6 0.2% 6 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆EVERETT HARRIS & CO /CA/ CIK 0001009254 0.943 292 34.9 0.4% 5 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC CIK 0001278678 0.377 174 34.5 1.4% 2 +0.2 pp +1.4 pp +1.4 pp +1.4 pp
☆NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 32.1 0.0% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 31.9 0.0% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WS MANAGEMENT LLLP CIK 0000877338 0.651 31 31.8 3.7% 5 -0.2 pp +0.2 pp -0.9 pp -1.1 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 30.7 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WEDGE CAPITAL MANAGEMENT L L P/NC CIK 0001015308 0.369 484 30.7 0.5% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 29.1 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 28.5 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆CLIFFORD SWAN INVESTMENT COUNSEL LLC CIK 0001034642 0.619 335 28.1 0.9% 5 -0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆WEITZ INVESTMENT MANAGEMENT, INC. CIK 0000883965 0.743 50 27.7 1.9% 5 +0.1 pp +0.4 pp -0.3 pp -0.1 pp
☆MARSHALL WACE, LLP CIK 0001318757 0.756 2719 27.1 0.0% 5 +0.0 pp -0.0 pp -0.2 pp -0.1 pp
☆Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 25.7 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 25.4 0.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.0 pp
☆Hunter Perkins Capital Management, LLC CIK 0001808919 0.353 149 25.3 5.7% 5 +0.0 pp +0.1 pp -1.0 pp -0.9 pp
☆PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 25.1 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 24.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 24.2 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ZACKS INVESTMENT MANAGEMENT CIK 0001086483 0.744 724 24.0 0.2% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 23.6 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆MCRAE CAPITAL MANAGEMENT INC CIK 0000320376 0.390 112 22.7 4.5% 5 -0.2 pp +0.1 pp -0.3 pp -0.1 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 22.6 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 21.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 21.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Willis Investment Counsel CIK 0001310929 0.439 125 21.1 1.0% 5 +0.1 pp +0.2 pp +0.0 pp -0.0 pp
☆BNP Paribas Asset Management Holding S.A. CIK 1520354 0.898 2257 20.9 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Eurizon Capital SGR S.p.A. CIK 0002107286 0.838 1237 20.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Man Group plc CIK 0001637460 0.631 2032 20.6 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aberdeen Group plc CIK 0001716774 0.934 934 20.4 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆FIL Ltd CIK 0000318989 0.878 1140 20.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆AVIVA PLC CIK 0001140022 0.925 854 20.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Stack Financial Management, Inc CIK 0001308685 0.637 54 20.1 1.6% 5 +0.2 pp +0.2 pp -0.2 pp -0.1 pp
☆STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 19.7 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 19.7 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆EQUITABLE TRUST CO CIK 0000033250 0.557 452 19.6 0.8% 5 -0.1 pp -0.0 pp -0.2 pp -0.2 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 19.5 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Assenagon Asset Management S.A. CIK 0001546007 0.731 1145 19.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 19.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LATHROP INVESTMENT MANAGEMENT CO CIK 0001124841 0.361 89 19.0 3.4% 5 -0.1 pp +0.2 pp -0.3 pp -0.1 pp
☆PINEBRIDGE INVESTMENTS LLC CIK 0002088548 0.709 524 18.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Busey Bank CIK 0001427202 0.741 388 18.0 0.4% 5 -0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Mill Capital Management, LLC CIK 0001901166 0.696 128 17.5 1.2% 5 -0.1 pp +0.0 pp -0.2 pp -0.1 pp
☆OAK ASSOCIATES LTD /OH/ CIK 0000836372 0.656 139 17.5 1.0% 5 -0.2 pp +0.0 pp -0.2 pp -0.2 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 16.9 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 16.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Heron Bay Capital Management CIK 0001842149 0.545 97 16.7 1.5% 5 -0.0 pp +0.5 pp +0.3 pp +0.3 pp
☆NEEDHAM INVESTMENT MANAGEMENT LLC CIK 0001167212 0.452 176 15.8 0.5% 5 -0.3 pp -0.4 pp -0.7 pp -0.7 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 15.7 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Swedbank AB CIK 0000946431 0.941 696 15.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Ironvine Capital Partners, LLC CIK 0001730478 0.545 56 15.3 1.4% 5 -0.5 pp -0.2 pp -1.0 pp -1.0 pp
☆SPEECE THORSON CAPITAL GROUP INC CIK 0000900169 0.350 37 15.2 3.3% 5 +0.6 pp +0.8 pp +0.5 pp +0.7 pp
☆NATIXIS CIK 0001274981 0.561 1107 15.1 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Midwest Trust Co CIK 0002077080 0.757 606 14.6 0.2% 4 -0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆Birch Hill Investment Advisors LLC CIK 0001424177 0.705 211 14.3 0.6% 5 -0.2 pp -0.3 pp -0.9 pp -1.1 pp
☆APG Asset Management N.V. CIK 0001434819 0.814 493 14.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERICAN NATIONAL BANK & TRUST CIK 0001272164 0.539 631 13.8 1.2% 5 -0.1 pp -0.0 pp -0.2 pp -0.2 pp
☆DANSKE BANK A/S CIK 0000800177 0.902 1138 13.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 13.4 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Illinois Municipal Retirement Fund CIK 0001541910 0.534 1120 13.4 0.2% 5 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 13.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 12.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 12.3 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆National Pension Service CIK 0001608046 0.956 552 12.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Calamos Advisors LLC CIK 0001316507 0.672 942 12.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Chevy Chase Trust Holdings, LLC CIK 0001462020 0.909 649 11.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Vanguard Investments Australia, Ltd. CIK 0001550100 0.000 2370 11.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Leeward Investments, LLC - MA CIK 0001923173 0.390 140 11.6 0.5% 5 -0.0 pp -0.0 pp -0.2 pp -0.2 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 11.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Pinnacle Financial Partners, Inc. (PNFP, PNFP-PA, PNFP-PB, PNFP-PC) CIK 0002082866 0.843 1128 11.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Channing Capital Management, LLC CIK 0001302404 0.414 106 11.6 0.3% 5 +0.0 pp +0.0 pp -0.1 pp -0.0 pp
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☆Stonegate Investment Group, LLC CIK 0001904154 0.766 441 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆ING GROEP NV (ING, INGVF) CIK 0001039765 0.612 514 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
☆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
☆EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆EVOLVE PRIVATE WEALTH, LLC CIK 0002111131 0.177 1003 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vermillion Wealth Management, Inc. CIK 0001737012 0.060 1545 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Thematics Asset Management CIK 0001956031 0.494 125 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp -0.2 pp
☆B. Riley Wealth Advisors, Inc. CIK 0001464811 0.380 831 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Longboard Asset Management, LP CIK 0002045792 0.000 28 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 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 LH). Qtrs Held counts distinct quarters this fund has actually held LH (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its LH position size. Δ columns are the percentage-point change in LH'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