Signals

LHX

90 in-universe funds with a nonzero position in LHX within the trailing 4 quarters, as of 2025Q1

Flow ranking

Rank#7268
Score / z0.000 / -0.03
Consensus28.97 over 64 funds
Momentumnot computed

Price & positioning

226 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
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 648.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 373.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 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 350.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OSTERWEIS CAPITAL MANAGEMENT INC CIK 0001007524 0.332 231 259.8 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 181.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 161.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 73.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 70.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 65.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
STRS OHIO CIK 0000820478 0.777 2154 28.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 14.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 14.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 13.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NorthCrest Asset Manangement, LLC CIK 0001893159 0.599 928 13.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA CIK 0002071170 0.206 690 9.7 3.3% 2 +0.2 pp +3.3 pp +3.3 pp +3.3 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 9.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 7.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Covington Investment Advisors Inc. CIK 0001569036 0.525 73 6.1 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
NorthCoast Asset Management LLC CIK 0001665198 0.584 478 5.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TEXAS PERMANENT SCHOOL FUND CORP CIK 0001223779 0.940 15 5.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
IFM Investors Pty Ltd CIK 0001698246 0.822 641 4.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 4.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Swiss Life Asset Management Ltd CIK 0001637689 0.827 1641 3.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rakuten Investment Management, Inc. CIK 0002062680 0.973 467 3.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kentucky Farm Bureau Mutual Insurance Co CIK 0002131132 0.525 69 3.6 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
Catherine Avery Investment Management LLC CIK 0002103454 0.174 166 3.0 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
DANSKE BANK A/S CIK 0000800177 0.902 1138 3.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Evelyn Partners Investment Management LLP CIK 0002065206 0.733 410 2.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CCM INVESTMENT GROUP, LLC CIK 0002067069 0.658 207 2.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Talon Private Wealth, LLC CIK 0001990467 0.144 231 2.5 0.3% 2 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 2.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wealthfront Advisers LLC CIK 0001763921 0.976 1119 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Saranac Partners Ltd CIK 0002098745 0.206 112 1.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Leonteq Securities AG CIK 0001535950 0.270 1190 1.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mattson Financial Services, LLC CIK 0002034595 0.217 235 0.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
MAGNOLIA CAPITAL ADVISORS LLC CIK 0001803662 0.222 295 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
CWC Advisors, LLC. CIK 0001520683 0.235 152 0.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
EntryPoint Capital, LLC CIK 0001992519 0.006 768 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Heck Capital Advisors, LLC CIK 0002046227 0.468 214 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
BRIGHTON SECURITIES CORP. CIK 0000014213 0.811 50 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Marex Group Ltd (MRX) CIK 0001997464 0.247 955 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Severin Investments, LLC CIK 0001763454 0.048 174 0.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Evelyn Partners Investment Management (Europe) Ltd CIK 0002065055 0.516 187 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
AdviceOne Advisory Services, LLC CIK 0001998980 0.816 45 0.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Northstar Financial Companies, Inc. CIK 0002059828 0.226 117 0.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Militia Capital Partners, LP CIK 0001837496 0.040 182 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Copley Financial Group, Inc. CIK 0002045258 0.304 118 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
NorthRock Partners, LLC CIK 0001632097 0.841 669 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
UHLMANN PRICE SECURITIES, LLC CIK 0001035344 0.952 291 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
UNITED BANK CIK 0001286478 0.652 130 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
111 Capital CIK 0002060412 0.025 488 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
LETSON INVESTMENT MANAGEMENT, INC. CIK 0002078069 0.401 104 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Probity Advisors, Inc. CIK 0001676603 0.563 232 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL CIK 0000918504 0.389 90 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RAINIER FAMILY WEALTH INC CIK 0002073596 0.283 102 0.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Wealth Management Associates, Inc. CIK 0002067339 0.209 254 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Modern Wealth Management, LLC CIK 0002001900 0.385 1101 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Caldwell Trust Co CIK 0002080218 0.488 811 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 2145782 0.511 544 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Evelyn Partners Investment Management Services Ltd CIK 0002065205 0.390 281 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ransom Advisory, Ltd CIK 0002065136 0.308 433 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WINNACLE WEALTH LLC CIK 0002079687 0.197 137 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WPG Advisers, LLC CIK 0002067343 0.198 1549 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Provenance Wealth Advisors, LLC CIK 0002081584 0.886 609 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Prestige Wealth Management Group LLC CIK 0001772715 0.370 1101 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
High Note Wealth, LLC CIK 0001807283 0.547 959 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BROADWATER CAPITAL MANAGEMENT LLC CIK 0002084339 0.313 208 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tortoise Investment Management, LLC CIK 0001599511 0.614 252 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clark Wealth Partners CIK 0002107657 0.535 571 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Darwin Wealth Management, LLC CIK 0001663224 0.207 777 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BIRCHBROOK, INC. CIK 0002071468 0.526 305 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Dogwood Wealth Management LLC CIK 0002056922 0.482 851 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Principia Wealth Advisory, LLC CIK 0002041436 0.234 1064 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PICTON MAHONEY ASSET MANAGEMENT CIK 0001539041 0.447 1346 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 0.925 1050 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Intrua Financial, LLC CIK 0001812792 0.394 491 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Prostatis Group LLC CIK 0001649186 0.318 190 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
CHESAPEAKE ASSET MANAGEMENT LLC CIK 0001079397 0.155 362 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
EAGLE HARBOR ASSET MANAGEMENT INC /ADV CIK 1088388 0.176 135 0.0 0.0% 0 -0.3 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 LHX). Qtrs Held counts distinct quarters this fund has actually held LHX (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its LHX position size. Δ columns are the percentage-point change in LHX's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2024Q4 / 2024Q3 / 2024Q2 / 2024Q1) — 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