Signals

← Signals

☆LMB

210 in-universe funds with a nonzero position in LMB within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#23145
Score / z-0.025 / -0.05
Consensus69.49 over 117 funds
Momentumno 12m return

Price & positioning

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

Forensics

Clean as of 2026Q2
Accrual ratio-0.035
F-score6
M-score—
Net issuance-136.6%
See the full series →

Insider

Score+0.00
Buys / cluster sells0 / 0
DateInsiderCodeValue
2026-09-15 Sharp Jay 10b5-1 S $255,770

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 ▾
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 128.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WASATCH ADVISORS LP CIK 0000814133 0.571 219 89.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆VANGUARD GROUP INC CIK 0000102909 0.000 0 88.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital International Investors CIK 0001562230 0.968 446 81.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 57.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 56.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CORSAIR CAPITAL MANAGEMENT, L.P. CIK 0001276470 0.632 164 43.8 8.4% 1 +8.4 pp +8.4 pp +8.4 pp +8.4 pp
☆NEUMEIER POMA INVESTMENT COUNSEL LLC CIK 0001044936 0.451 42 40.4 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 38.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 38.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 37.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYCE & ASSOCIATES LP CIK 0000906304 0.492 747 36.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 32.4 0.0% 1 +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 27.0 0.0% 3 +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 27.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NEXT CENTURY GROWTH INVESTORS LLC CIK 0001134007 0.159 113 21.6 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆DRIEHAUS CAPITAL MANAGEMENT LLC CIK 0000938206 0.270 354 21.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 19.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Granite Investment Partners, LLC CIK 0001542266 0.322 277 18.7 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆SEGALL BRYANT & HAMILL, LLC CIK 0001006378 0.406 590 14.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆LOOMIS SAYLES & CO L P CIK 0000312348 0.972 707 13.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 13.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 12.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OBERWEIS ASSET MANAGEMENT INC/ CIK 0000937886 0.326 176 11.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆GREAT LAKES ADVISORS, LLC CIK 0001078013 0.638 825 10.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SILVERCREST ASSET MANAGEMENT GROUP LLC CIK 0001232395 0.634 844 7.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ranger Investment Management, L.P. CIK 0001319691 0.273 83 7.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 7.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Makaira Partners LLC CIK 0001540866 0.000 0 7.3 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Clearbridge Investments, LLC CIK 0001348883 0.903 699 7.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Squarepoint Ops LLC CIK 0001642575 0.419 2729 6.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Potrero Capital Research LLC CIK 0001536630 0.015 44 6.5 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆GLOBEFLEX CAPITAL L P CIK 0000921531 0.114 394 5.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 5.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 5.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global IMC LLC CIK 0001741619 0.000 11 5.2 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆F/m Investments LLC CIK 0001834499 0.385 354 5.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆ISTHMUS PARTNERS, LLC CIK 0001639666 0.299 226 4.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 4.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NJ State Employees Deferred Compensation Plan CIK 0001483259 0.000 0 4.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 4.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 4.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 4.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nuveen, LLC CIK 0001871926 0.966 3735 3.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 3.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FEDERATED HERMES, INC. (FHI) CIK 0001056288 0.708 2038 3.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 3.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 3.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 3.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 3.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MOODY ALDRICH PARTNERS LLC CIK 0000936941 0.063 175 3.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆CASTLEARK MANAGEMENT LLC CIK 0001106832 0.341 309 3.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 2.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JB CAPITAL PARTNERS LP CIK 0001138532 0.749 87 2.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Swiss National Bank CIK 0001582202 0.961 2301 2.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 2.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 2.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DARK FOREST CAPITAL MANAGEMENT LP CIK 0001853322 0.007 777 2.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 2.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Knights of Columbus Asset Advisors LLC CIK 0001688666 0.386 386 2.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 2.3 0.0% 1 +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 2.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆POLEN CAPITAL MANAGEMENT LLC CIK 0001034524 0.845 219 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BANTAMAC CAPITAL, LLC CIK 0001794972 0.485 70 2.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Calamos Advisors LLC CIK 0001316507 0.672 942 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WITTENBERG INVESTMENT MANAGEMENT, INC. CIK 0001697790 0.668 78 2.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Expect Equity LLC CIK 0002007407 0.122 65 2.0 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Global Alpha Capital Management Ltd. CIK 0001584691 0.465 48 2.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Harvest Investment Services, LLC CIK 0001591097 0.110 383 2.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 2.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PANAGORA ASSET MANAGEMENT INC CIK 0000883677 0.724 1163 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lisanti Capital Growth, LLC CIK 0001424467 0.005 109 1.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆AllGen Financial Advisors, Inc. CIK 0001964809 0.557 36 1.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 1.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TEACHER RETIREMENT SYSTEM OF TEXAS CIK 0000796848 0.706 1510 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NAVELLIER & ASSOCIATES INC CIK 0000872163 0.208 322 1.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 1.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BOURGEON CAPITAL MANAGEMENT LLC CIK 0001088731 0.294 102 1.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆BRIDGEWAY CAPITAL MANAGEMENT, LLC CIK 0001107261 0.377 1233 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Verition Fund Management LLC CIK 0001454027 0.193 1442 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 1.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TWO SIGMA ADVISERS, LP CIK 0001478735 0.000 0 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PFG Advisors CIK 0001694435 0.248 791 1.0 0.0% 1 +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 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SATURNA CAPITAL CORP CIK 0001316617 0.899 140 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Moran Wealth Management, LLC CIK 0001965334 0.302 491 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cynosure Group, LLC CIK 0001763409 0.331 180 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆DHK Financial Advisors, Inc. CIK 0001922962 0.374 87 0.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Connor, Clark & Lunn Investment Management Ltd. CIK 0001596800 0.724 1622 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MetLife Investment Management, LLC CIK 0001529735 0.789 2884 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 0.9 0.0% 1 +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 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INTECH INVESTMENT MANAGEMENT LLC CIK 0001086318 0.632 2110 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STRS OHIO CIK 0000820478 0.777 2154 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PETRA FINANCIAL ADVISORS INC CIK 0001971427 0.069 168 0.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Empowered Funds, LLC CIK 0001592828 0.549 2112 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆D'Orazio & Associates, Inc. CIK 0001646821 0.663 322 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CenterBook Partners LP CIK 0001872738 0.028 693 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brendel Financial Advisors LLC CIK 0001768065 0.107 101 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mraz, Amerine & Associates, Inc. CIK 0001542324 0.703 199 0.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆CAXTON ASSOCIATES LLP CIK 0002051323 0.260 728 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Quantitative Investments LLC CIK 0002046834 0.017 373 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ewing Morris & Co. Investment Partners Ltd. CIK 0001846838 0.072 89 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Kings Path Partners LLC CIK 0002030974 0.501 353 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Legato Capital Management LLC CIK 0001442641 0.058 678 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HARBOR CAPITAL ADVISORS, INC. CIK 0001039128 0.233 1213 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MARSHALL WACE, LLP CIK 0001318757 0.756 2719 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RoundAngle Advisors LLC CIK 0002049176 0.272 60 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Arizona State Retirement System CIK 0001558481 0.842 2071 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Archford Capital Strategies, LLC CIK 0001606609 0.359 359 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OMERS ADMINISTRATION Corp CIK 0001053321 0.328 906 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Accurate Wealth Management, LLC CIK 0001877728 0.228 576 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 0.3 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 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Police & Firemen's Retirement System of New Jersey CIK 0002040686 0.739 3202 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LOS ANGELES CAPITAL MANAGEMENT LLC CIK 0001177206 0.474 2324 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ProShare Advisors LLC CIK 0001357955 0.953 1913 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KLP KAPITALFORVALTNING AS CIK 0001717443 0.875 2141 0.3 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tidal Investments LLC CIK 0001600064 0.635 2147 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brevan Howard Capital Management LP CIK 0001512857 0.000 1914 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nadler Financial Group, Inc. CIK 0001541787 0.841 149 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Man Group plc CIK 0001637460 0.631 2032 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AlphaQuest LLC CIK 0001883897 0.000 0 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wedmont Private Capital CIK 0001904274 0.771 949 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆State of Wyoming CIK 0001821626 0.105 1872 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Optivise Advisory Services LLC CIK 0002042876 0.056 227 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AdvisorShares Investments LLC CIK 0001425930 0.032 269 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Covestor Ltd CIK 0001909846 0.023 2832 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Versant Capital Management, Inc CIK 0001735057 0.400 2745 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MCF Advisors LLC CIK 0001602905 0.682 1403 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smithfield Trust Co CIK 0001019754 0.756 1080 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NISA INVESTMENT ADVISORS, LLC CIK 0000937615 0.963 3093 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GAMMA Investing LLC CIK 0002010235 0.492 4173 0.0 0.0% 1 +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
☆MAI Capital Management CIK 0001040197 0.725 1889 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WOLFF WIESE MAGANA LLC CIK 0001832097 0.120 1027 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Accent Capital Management, LLC CIK 0002014179 0.000 299 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆C M BIDWELL & ASSOCIATES LTD CIK 0001091860 0.373 494 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Sterling Capital Management LLC CIK 0001329883 0.433 3289 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 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% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆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
☆Brooklyn Investment Group CIK 0001795705 0.343 1827 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRICE T ROWE ASSOCIATES INC /MD/ CIK 0000080255 0.316 3241 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Rise Advisors, LLC CIK 0001831316 0.684 103 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nemes Rush Group LLC CIK 0001982273 0.516 945 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Allworth Financial LP CIK 0001555170 0.907 5124 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DANSKE BANK A/S CIK 0000800177 0.902 1138 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MB, LEVIS & ASSOCIATES, LLC CIK 0002065807 0.440 254 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ALGERT GLOBAL LLC CIK 0001275218 0.156 1234 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 LMB). Qtrs Held counts distinct quarters this fund has actually held LMB (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its LMB position size. Δ columns are the percentage-point change in LMB's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — 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