Signals

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☆LMB

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

Catalyst Timeline merged from Insider (Form 4), 8-K and Ownership/dilution filings already on file -- not a live news feed

DateTypeWhat happened
2026-09-15 Insider Sharp Jay (Executive Vice President) disposed via sale ($255,770)

Flow ranking

Rank#17896
Score / z0.000 / -0.02
Consensus83.73 over 133 funds
Momentumnot computed

Price & positioning

225 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

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
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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 ▾
☆WASATCH ADVISORS LP CIK 0000814133 0.571 219 75.7 0.5% 4 +0.0 pp +0.1 pp +0.0 pp +0.5 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 66.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Capital International Investors CIK 0001562230 0.968 446 64.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 54.8 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ROYCE & ASSOCIATES LP CIK 0000906304 0.492 747 29.7 0.3% 4 +0.0 pp +0.1 pp -0.1 pp +0.3 pp
☆NEUMEIER POMA INVESTMENT COUNSEL LLC CIK 0001044936 0.450 42 24.5 2.0% 4 -0.0 pp +1.0 pp -1.7 pp +2.0 pp
☆CORSAIR CAPITAL MANAGEMENT, L.P. CIK 0001276470 0.632 164 24.3 3.6% 4 -0.4 pp -1.8 pp -4.8 pp +3.6 pp
☆GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 21.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 20.7 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆GENEVA CAPITAL MANAGEMENT LLC CIK 0001009232 0.655 119 18.4 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 4261 18.3 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 18.0 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SEGALL BRYANT & HAMILL, LLC CIK 0001006378 0.405 590 13.7 0.2% 4 +0.0 pp +0.1 pp +0.0 pp +0.2 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 12.2 0.0% 6 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 11.7 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Clearbridge Investments, LLC CIK 0001348883 0.903 699 10.4 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 10.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Granite Investment Partners, LLC CIK 0001542266 0.322 277 8.6 0.5% 4 +0.1 pp -0.0 pp -0.4 pp +0.5 pp
☆RENAISSANCE GROUP LLC CIK 0000944234 0.270 234 8.2 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 7.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 7.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Polar Asset Management Partners Inc. CIK 0001326389 0.033 798 7.0 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆WCM INVESTMENT MANAGEMENT, LLC CIK 0001061186 0.913 266 6.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 6.1 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 6.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VANGUARD FIDUCIARY TRUST CO CIK 0000933478 0.000 4076 5.9 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% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Pillsbury Lake Capital LLC CIK 0002111915 0.050 38 4.4 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆SILVERCREST ASSET MANAGEMENT GROUP LLC CIK 0001232395 0.634 844 3.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆VELA Investment Management, LLC CIK 0001895612 0.203 132 3.4 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆ISTHMUS PARTNERS, LLC CIK 0001639666 0.299 226 3.2 0.3% 4 -0.0 pp -0.4 pp -0.2 pp +0.3 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 3.1 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 3.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆NEXT CENTURY GROWTH INVESTORS LLC CIK 0001134007 0.159 113 2.9 0.2% 4 +0.0 pp -0.9 pp -1.5 pp +0.2 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 2.8 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 2.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Expect Equity LLC CIK 0002007407 0.122 65 2.4 2.3% 4 +0.2 pp +1.0 pp +0.2 pp +2.3 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 2.2 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 2.2 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Nuveen, LLC CIK 0001871926 0.966 3735 2.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CAMPBELL NEWMAN ASSET MANAGEMENT INC CIK 0000874791 0.529 99 2.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 1.9 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 1.8 0.0% 6 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆PRELUDE CAPITAL MANAGEMENT, LLC CIK 0001387508 0.030 1171 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GREAT LAKES ADVISORS, LLC CIK 0001078013 0.638 825 1.8 0.0% 4 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 1.7 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 1.7 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Swiss National Bank CIK 0001582202 0.961 2301 1.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 1.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 1.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JB CAPITAL PARTNERS LP CIK 0001138532 0.749 87 1.6 0.3% 4 +0.3 pp -0.1 pp -0.3 pp +0.3 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 1.5 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 1.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC CIK 0001446179 0.052 737 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Knights of Columbus Asset Advisors LLC CIK 0001688666 0.386 386 1.3 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 1.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 1.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WITTENBERG INVESTMENT MANAGEMENT, INC. CIK 0001697790 0.668 78 1.1 0.4% 4 -0.0 pp -0.1 pp -0.5 pp +0.4 pp
☆RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 1.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆EASTERLY INVESTMENT PARTNERS LLC CIK 0001766150 0.402 252 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 1.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 1.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆XTX Topco Ltd CIK 0001828301 0.023 4087 1.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 1.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 1.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CREDIT AGRICOLE S A CIK 0001191672 0.867 1114 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% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆PFG Advisors CIK 0001694435 0.248 791 0.9 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 0.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 0.9 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 0.8 0.0% 6 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 0.8 0.0% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 0.8 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Man Group plc CIK 0001637460 0.631 2032 0.8 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 0.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BOOTHBAY FUND MANAGEMENT, LLC CIK 0001549230 0.057 1962 0.6 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 0.6 0.0% 4 +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 0.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 0.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 0.6 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆VANGUARD ASSET MANAGEMENT, Ltd CIK 0001680208 0.000 2447 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALPS ADVISORS INC CIK 0001376113 0.942 1170 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brooklyn Investment Group CIK 0001795705 0.342 1827 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MetLife Investment Management, LLC CIK 0001529735 0.789 2884 0.5 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BOURGEON CAPITAL MANAGEMENT LLC CIK 0001088731 0.294 102 0.5 0.1% 4 +0.0 pp -0.0 pp -0.2 pp +0.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 0.5 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 0.4 0.0% 1 +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% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SATURNA CAPITAL CORP CIK 0001316617 0.899 140 0.4 0.0% 4 +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 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Squarepoint Ops LLC CIK 0001642575 0.419 2729 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Vanguard Global Advisers, LLC CIK 0001811242 0.000 3638 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆D'Orazio & Associates, Inc. CIK 0001646821 0.663 322 0.3 0.0% 4 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.3 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Integrated Quantitative Investments LLC CIK 0002046834 0.017 373 0.3 0.1% 4 +0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 0.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Keebeck Wealth Management CIK 0001803675 0.338 471 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Accurate Wealth Management, LLC CIK 0001877728 0.228 576 0.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Cassilly Financial Group LLC CIK 0002090777 0.264 75 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Blueshift Asset Management, LLC CIK 0001727827 0.007 556 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Arizona State Retirement System CIK 0001558481 0.842 2071 0.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆Police & Firemen's Retirement System of New Jersey CIK 0002040686 0.739 3202 0.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Archford Capital Strategies, LLC CIK 0001606609 0.359 359 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆Kings Path Partners LLC CIK 0002030974 0.501 353 0.2 0.1% 4 +0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 0.2 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆KLP KAPITALFORVALTNING AS CIK 0001717443 0.875 2141 0.2 0.0% 4 +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% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆State of Wyoming CIK 0001821626 0.105 1872 0.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 0.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆THRIVENT FINANCIAL FOR LUTHERANS CIK 0000314984 0.040 2589 0.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Pinnacle Wealth Planning Services, Inc. CIK 0001726752 0.481 2749 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Freestone Grove Partners LP CIK 0002007591 0.063 989 0.0 0.0% 2 -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 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Versant Capital Management, Inc CIK 0001735057 0.400 2745 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CWM, LLC CIK 0001535847 0.788 5645 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
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☆Smithfield Trust Co CIK 0001019754 0.756 1080 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆MAI Capital Management CIK 0001040197 0.725 1889 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆INTECH INVESTMENT MANAGEMENT LLC CIK 0001086318 0.632 2110 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆NJ State Employees Deferred Compensation Plan CIK 0001483259 0.000 0 0.0 0.0% 0 +0.0 pp -0.4 pp -0.5 pp +0.0 pp
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☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
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☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 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
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☆VOLORIDGE INVESTMENT MANAGEMENT, LLC CIK 0001556921 0.111 784 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 (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