Signals

← Signals

☆LMBS

470 in-universe funds with a nonzero position in LMBS within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#1395
Score / z0.012 / 0.01
Consensus119.40 over 254 funds
Momentumnot computed

Price & positioning

225 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 ▾
☆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 707.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 575.4 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 276.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 230.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 203.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 143.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 119.0 0.1% 3 -0.0 pp -0.0 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 89.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 72.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 66.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 60.4 0.7% 3 -0.0 pp -0.1 pp +0.7 pp +0.7 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 58.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Berger Financial Group, Inc CIK 0001826136 0.633 475 52.7 3.1% 3 +0.0 pp -0.1 pp +3.1 pp +3.1 pp
☆Clearwater Capital Advisors, LLC CIK 0001690531 0.787 189 42.6 3.6% 3 +0.1 pp +0.2 pp +3.6 pp +3.6 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 41.0 1.9% 3 +0.0 pp -0.0 pp +1.9 pp +1.9 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 40.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Harvest Investment Services, LLC CIK 0001591097 0.110 383 37.0 7.0% 3 +2.8 pp +2.0 pp +7.0 pp +7.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 36.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 33.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 33.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 30.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 28.0 0.4% 3 -0.2 pp +0.1 pp +0.4 pp +0.4 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 27.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 27.2 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Heck Capital Advisors, LLC CIK 0002046227 0.468 214 26.6 2.0% 5 +0.1 pp +0.1 pp -0.4 pp -0.3 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 26.4 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆Trilogy Capital Inc. CIK 0001722512 0.616 400 24.5 1.1% 3 -0.0 pp -0.1 pp +1.1 pp +1.1 pp
☆Aaron Wealth Advisors LLC CIK 0001812198 0.578 688 22.9 1.3% 3 +0.2 pp -0.5 pp +1.3 pp +1.3 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 22.6 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 21.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 21.7 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆SEARCY FINANCIAL SERVICES INC /ADV CIK 0000354923 0.752 27 21.1 7.8% 3 +0.1 pp -0.1 pp +7.8 pp +7.8 pp
☆Walkner Condon Financial Advisors LLC CIK 0001817494 0.517 343 21.0 2.9% 3 +0.2 pp +0.1 pp +2.9 pp +2.9 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 20.8 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆INSPIRION WEALTH ADVISORS, LLC CIK 0001633448 0.752 185 20.4 2.5% 3 -0.4 pp -0.3 pp +2.5 pp +2.5 pp
☆&PARTNERS CIK 0000107136 0.806 2509 20.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 19.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 18.8 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆W1M Asset Management Ltd CIK 0001767559 0.885 203 18.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 17.9 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆American Financial Advisors, LLC CIK 0001767898 0.654 169 17.2 2.2% 3 +0.1 pp -0.1 pp +2.2 pp +2.2 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 16.8 0.8% 2 -0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆TL Private Wealth CIK 0001802868 0.876 54 16.7 6.4% 3 -0.2 pp +0.3 pp +6.4 pp +6.4 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 16.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Obermeyer Wealth Partners CIK 0001349654 0.722 300 16.3 0.7% 3 +0.0 pp +0.0 pp +0.7 pp +0.7 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 16.1 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 16.0 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 15.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TD Capital Management LLC CIK 0001483824 0.737 797 15.4 1.4% 3 -0.0 pp -0.1 pp +1.4 pp +1.4 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 15.3 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Prism Advisors, Inc. CIK 0001717027 0.597 77 15.3 4.1% 3 +0.3 pp +0.4 pp +4.1 pp +4.1 pp
☆CLIFFORD SWAN INVESTMENT COUNSEL LLC CIK 0001034642 0.619 335 15.2 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆Fairvoy Private Wealth, LLC CIK 0002046607 0.151 200 14.9 3.3% 3 +0.0 pp -0.5 pp +3.3 pp +3.3 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.236 642 14.7 1.2% 3 +0.6 pp +0.6 pp +1.2 pp +1.2 pp
☆Long Run Wealth Advisors, LLC CIK 0001903296 0.675 106 14.0 2.6% 3 -0.0 pp +0.1 pp +2.6 pp +2.6 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 13.8 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 13.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Secure Asset Management, LLC CIK 0001800692 0.269 320 12.6 2.0% 3 +0.0 pp +0.2 pp +2.0 pp +2.0 pp
☆Weitzel Financial Services, Inc. CIK 0001846789 0.781 51 12.5 4.8% 3 -0.1 pp -0.1 pp +4.8 pp +4.8 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 12.2 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 12.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MRA Advisory Group CIK 0001841816 0.219 157 11.6 4.9% 3 +0.0 pp +0.3 pp +4.9 pp +4.9 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 11.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Petix & Botte Co CIK 0001803255 0.507 144 11.3 2.6% 3 -0.4 pp -0.8 pp +2.6 pp +2.6 pp
☆ADAMSBROWN WEALTH CONSULTANTS LLC CIK 0001911244 0.372 173 11.2 3.1% 3 +0.4 pp +1.5 pp +3.1 pp +3.1 pp
☆PFS Partners, LLC CIK 0002002654 0.478 599 11.0 5.0% 3 -0.1 pp -0.2 pp +5.0 pp +5.0 pp
☆Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 10.2 1.1% 3 -0.0 pp +0.1 pp +1.1 pp +1.1 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 9.9 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
☆Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 9.9 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Grove Bank & Trust CIK 0001662212 0.546 886 9.8 1.1% 3 +0.0 pp +0.1 pp +1.1 pp +1.1 pp
☆BELLEVUE ASSET MANAGEMENT, LLC CIK 0001801619 0.502 578 9.6 3.1% 3 -1.3 pp -1.1 pp +3.1 pp +3.1 pp
☆Carrera Capital Advisors CIK 0002035329 0.443 210 9.5 1.6% 2 +1.5 pp +1.6 pp +1.6 pp +1.6 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 9.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 9.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 9.0 0.3% 3 +0.1 pp -0.1 pp +0.3 pp +0.3 pp
☆Darwin Wealth Management, LLC CIK 0001663224 0.207 777 8.7 2.7% 4 -0.0 pp -0.2 pp -0.4 pp +2.7 pp
☆RiverTree Advisors, LLC CIK 0001872501 0.247 72 8.5 5.4% 3 +0.8 pp +2.0 pp +5.4 pp +5.4 pp
☆Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 8.4 0.9% 3 +0.0 pp +0.4 pp +0.9 pp +0.9 pp
☆TCP Asset Management, LLC CIK 0001961898 0.763 141 8.4 1.4% 3 +0.0 pp -0.0 pp +1.4 pp +1.4 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.505 1586 8.3 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Friedenthal Financial CIK 0001598611 0.053 253 8.3 4.3% 3 +2.3 pp +2.4 pp +4.3 pp +4.3 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 7.6 0.2% 3 -0.1 pp +0.0 pp +0.2 pp +0.2 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 7.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mainsail Financial Group, LLC CIK 0001961290 0.465 72 7.3 3.0% 3 +0.1 pp +0.1 pp +3.0 pp +3.0 pp
☆EdgeRock Capital LLC CIK 0001908378 0.652 134 7.2 1.9% 3 -0.0 pp -0.2 pp +1.9 pp +1.9 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 7.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Fairway Financial, LLC CIK 0001921009 0.690 23 7.0 5.3% 3 -0.0 pp -0.3 pp +5.3 pp +5.3 pp
☆IMA Advisory Services, Inc. CIK 0001455495 0.141 1384 7.0 0.7% 3 +0.0 pp -0.0 pp +0.7 pp +0.7 pp
☆WESBANCO BANK INC CIK 0000877134 0.627 676 6.9 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 6.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Triumph Capital Management CIK 0001730765 0.195 1861 6.8 1.5% 3 -0.1 pp -0.2 pp +1.5 pp +1.5 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 6.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 6.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Centennial Wealth Advisory LLC CIK 0001839421 0.442 181 6.6 1.7% 3 -0.0 pp +0.4 pp +1.7 pp +1.7 pp
☆GENESIS PRIVATE WEALTH, LLC CIK 0001965529 0.334 192 6.6 2.0% 3 -0.5 pp -0.7 pp +2.0 pp +2.0 pp
☆Lunt Capital Management, Inc. CIK 0001608034 0.429 90 6.4 2.4% 3 -0.1 pp -0.1 pp +2.4 pp +2.4 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 6.1 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 6.1 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 5.9 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 5.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 5.9 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 5.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kirkwood Financial Services CIK 1814128 0.640 42 5.8 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Manhattan West Asset Management, LLC CIK 0001904770 0.346 185 5.6 1.1% 3 -0.0 pp +0.3 pp +1.1 pp +1.1 pp
☆DEBUSSY CAPITAL MANAGEMENT LP CIK 0001682021 0.000 0 5.6 0.8% 3 -0.0 pp +0.0 pp +0.8 pp +0.8 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 5.4 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 5.4 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 5.2 0.4% 3 +0.3 pp +0.4 pp +0.4 pp +0.4 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 5.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 4.9 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 4.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 4.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Coppell Advisory Solutions LLC CIK 0001848433 0.000 553 4.5 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆James J. Burns & Company, LLC CIK 0001949059 0.674 163 4.5 0.6% 3 -0.0 pp -0.1 pp +0.6 pp +0.6 pp
☆Ferguson Shapiro LLC CIK 0001767433 0.167 87 4.3 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 4.2 0.5% 3 +0.3 pp +0.3 pp +0.5 pp +0.5 pp
☆Anfield Capital Management, LLC CIK 0001602020 0.265 715 3.9 1.2% 3 +0.1 pp -0.1 pp +1.2 pp +1.2 pp
☆Braun-Bostich & Associates Inc. CIK 0001740842 0.219 135 3.7 2.3% 3 -0.0 pp -0.1 pp +2.3 pp +2.3 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 3.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Continuum Advisory, LLC CIK 0001846532 0.320 1986 3.7 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 3.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Claris Financial LLC CIK 0002060278 0.227 177 3.5 1.8% 4 +0.2 pp +0.3 pp +0.0 pp +1.8 pp
☆Entruity Wealth, LLC CIK 0001719303 0.105 54 3.5 2.5% 3 -2.7 pp -2.8 pp +2.5 pp +2.5 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 3.4 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆FSB PREMIER WEALTH MANAGEMENT, INC. CIK 0000887748 0.206 257 3.4 1.1% 3 -0.1 pp -0.1 pp +1.1 pp +1.1 pp
☆NORTHEAST PLANNING ASSOCIATES, INC. / NH / CIK 0001914515 0.213 65 3.4 2.4% 4 -0.1 pp -0.0 pp +0.4 pp +2.4 pp
☆STONEHAVEN WEALTH & TAX SOLUTIONS, LLC CIK 0002056591 0.371 93 3.4 3.0% 3 -0.0 pp -0.2 pp +3.0 pp +3.0 pp
☆Center for Financial Planning, Inc. CIK 0001803557 0.897 666 3.3 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Beacon Financial Advisory LLC CIK 0001800502 0.266 417 3.2 0.8% 3 +0.1 pp +0.2 pp +0.8 pp +0.8 pp
☆Dominguez Wealth Management Solutions, Inc. CIK 0001881335 0.591 75 3.2 2.0% 3 -0.1 pp -0.2 pp +2.0 pp +2.0 pp
☆TBH Global Asset Management, LLC CIK 0001787125 0.368 263 3.2 0.5% 3 -0.0 pp +0.1 pp +0.5 pp +0.5 pp
☆National Wealth Management Group, LLC CIK 0001977723 0.141 226 3.1 1.1% 3 +0.8 pp +0.8 pp +1.1 pp +1.1 pp
☆APS Management Group, Inc. CIK 0001914985 0.386 77 2.8 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Destiny Wealth Partners, LLC CIK 0001844369 0.190 184 2.8 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 2.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆CITY HOLDING CO (CHCO) CIK 0000726854 0.394 587 2.7 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆CONDOR CAPITAL MANAGEMENT CIK 0001082491 0.682 173 2.6 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Abbot Financial Management, Inc. CIK 0001714341 0.318 137 2.6 1.1% 3 +0.2 pp +0.2 pp +1.1 pp +1.1 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 2.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 2.5 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 2.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MARINO, STRAM & ASSOCIATES LLC CIK 0001099762 0.710 202 2.5 0.4% 3 +0.1 pp +0.3 pp +0.4 pp +0.4 pp
☆Bigelow Investment Advisors, LLC CIK 0001729516 0.296 157 2.5 1.0% 3 -0.1 pp -0.1 pp +1.0 pp +1.0 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 2.4 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 2.4 0.3% 3 -0.0 pp +0.2 pp +0.3 pp +0.3 pp
☆Traction Financial Partners, LLC CIK 0002007748 0.711 61 2.4 1.4% 3 +0.1 pp +0.1 pp +1.4 pp +1.4 pp
☆Endowment Wealth Management, Inc. CIK 0001904477 0.293 181 2.4 1.1% 3 -0.5 pp -0.3 pp +1.1 pp +1.1 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 2.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Pine Valley Investments Ltd Liability Co CIK 0001975417 0.417 571 2.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Insight Inv LLC CIK 0001909322 0.208 109 2.4 1.3% 3 +0.2 pp +0.5 pp +1.3 pp +1.3 pp
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☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Riggs Asset Managment Co. Inc. CIK 0001601348 0.181 132 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Southland Equity Partners LLC CIK 0002006517 0.434 306 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆BEACON FINANCIAL GROUP CIK 0001591379 0.409 377 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 LMBS). Qtrs Held counts distinct quarters this fund has actually held LMBS (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its LMBS position size. Δ columns are the percentage-point change in LMBS's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — 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