Signals

LOAR

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

Flow ranking

Rank#417
Score / z0.494 / 0.58
Consensus113.39 over 178 funds
Momentumno 12m return

Price & positioning

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

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
ABRAMS CAPITAL MANAGEMENT, L.P. CIK 0001358706 0.977 11 2,583.6 47.1% 5 +7.6 pp +8.7 pp +5.6 pp +2.0 pp
Capital International Investors CIK 0001562230 0.968 446 709.7 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 327.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
WASATCH ADVISORS LP CIK 0000814133 0.571 219 261.3 1.7% 5 +0.4 pp +0.5 pp +0.6 pp +0.5 pp
BAMCO INC /NY/ CIK 0001017918 0.724 345 203.4 0.3% 5 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 188.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 177.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
VANGUARD CAPITAL MANAGEMENT LLC CIK 0002100119 0.000 4092 159.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VANGUARD PORTFOLIO MANAGEMENT LLC CIK 0002100121 0.000 3141 142.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FEDERATED HERMES, INC. (FHI) CIK 0001056288 0.708 2038 130.7 0.2% 5 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 112.8 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 92.8 0.0% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 71.2 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 69.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital World Investors CIK 0001422849 0.974 637 67.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TimesSquare Capital Management, LLC CIK 0001313816 0.500 158 64.4 0.9% 5 +0.0 pp +0.0 pp -0.1 pp -0.0 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 60.2 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Artisan Partners Limited Partnership CIK 0001466153 0.780 328 59.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
GENEVA CAPITAL MANAGEMENT LLC CIK 0001009232 0.655 119 58.0 1.3% 3 +0.5 pp +0.9 pp +1.3 pp +1.3 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 57.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
One Madison Group LLC CIK 0001728278 0.472 27 55.6 5.3% 5 +0.7 pp -0.1 pp +0.4 pp +0.4 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 53.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Spyglass Capital Management LLC CIK 0001654344 0.404 25 49.3 2.7% 4 +0.1 pp -0.4 pp -1.0 pp +2.7 pp
NORGES BANK CIK 0001374170 0.994 1617 45.0 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 36.6 0.0% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
FRED ALGER MANAGEMENT, LLC CIK 0000003520 0.898 424 36.0 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 29.6 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
GILDER GAGNON HOWE & CO LLC CIK 0000902464 0.577 274 29.5 0.3% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
Select Equity Group, L.P. CIK 0001592643 0.705 143 27.4 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SILVERCREST ASSET MANAGEMENT GROUP LLC CIK 0001232395 0.634 844 25.2 0.2% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Alyeska Investment Group, L.P. CIK 0001453072 0.264 652 24.5 0.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
ONE Advisory Partners, LLC CIK 0001819695 0.529 68 23.6 6.4% 5 +1.3 pp +0.4 pp -0.7 pp -0.8 pp
NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 21.3 0.0% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. CIK 0000921739 0.784 1333 19.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VANGUARD FIDUCIARY TRUST CO CIK 0000933478 0.000 4076 19.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LOOMIS SAYLES & CO L P CIK 0000312348 0.972 707 17.5 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 16.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Daiwa Securities Group Inc. (DSECF, DSEEY) CIK 0001481045 0.897 1126 16.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 16.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Zimmer Partners, LP CIK 0001565854 0.202 112 16.1 0.4% 5 -0.4 pp -0.1 pp +0.1 pp +0.2 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 15.8 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 15.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 15.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
OSTERWEIS CAPITAL MANAGEMENT INC CIK 0001007524 0.332 231 15.2 0.7% 2 +0.3 pp +0.7 pp +0.7 pp +0.7 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 13.6 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.1 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 12.5 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
RIVERBRIDGE PARTNERS LLC CIK 0001112325 0.623 198 12.3 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
FIRST MANHATTAN CO. LLC. CIK 0000728083 0.952 742 11.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 11.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Blackstone Inc. (BX) CIK 0001393818 0.000 516 10.7 0.0% 1 +0.0 pp -1.0 pp -2.3 pp -2.9 pp
Woodline Partners LP CIK 0001784547 0.424 1011 10.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 10.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BURKETT FINANCIAL SERVICES, LLC CIK 0001762716 0.749 266 9.5 3.0% 5 +0.5 pp +0.1 pp -0.5 pp -0.9 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 9.5 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 9.4 0.5% 5 -0.0 pp +0.3 pp +0.2 pp -0.3 pp
SEVEN GRAND MANAGERS, LLC CIK 0001909126 0.028 176 8.1 0.3% 5 -0.1 pp -0.2 pp -0.2 pp -0.7 pp
FMR LLC CIK 0000315066 0.989 5571 8.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Nuveen, LLC CIK 0001871926 0.966 3735 7.4 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Jain Global LLC CIK 0002024579 0.024 1417 7.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 7.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 6.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CHILTON INVESTMENT CO INC. CIK 0001332632 0.721 299 6.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
BROWN CAPITAL MANAGEMENT LLC CIK 0000885062 0.121 54 6.8 1.4% 3 +0.8 pp +0.8 pp +1.4 pp +1.4 pp
Prospera Financial Services Inc CIK 0001541625 0.534 1468 6.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Squarepoint Ops LLC CIK 0001642575 0.419 2729 5.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capricorn Fund Managers Ltd CIK 0001901361 0.009 167 5.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Gotham Asset Management, LLC CIK 0001510387 0.825 1791 5.5 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 5.5 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
MOODY ALDRICH PARTNERS LLC CIK 0000936941 0.063 175 5.3 1.0% 5 +0.4 pp +0.3 pp +0.1 pp -0.2 pp
Swiss National Bank CIK 0001582202 0.961 2301 5.3 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
OPPENHEIMER ASSET MANAGEMENT INC. CIK 0001269119 0.588 1134 4.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 4.6 0.0% 5 +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 4.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 4.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 4.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital International Sarl CIK 0001065349 0.698 287 4.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
XTX Topco Ltd CIK 0001828301 0.023 4087 4.1 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
CAPITAL INTERNATIONAL LTD /CA/ CIK 0001065350 0.588 150 3.9 0.1% 3 +0.0 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 3.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Odyssean, LLC CIK 0002092853 0.021 485 3.5 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 3.2 0.0% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 3.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 3.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
B. Metzler seel. Sohn & Co. AG CIK 0001847838 0.781 709 2.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Thrive Wealth Management, LLC CIK 0001847610 0.785 254 2.9 0.4% 5 +0.1 pp -0.0 pp -0.1 pp -0.2 pp
Linden Thomas Advisory Services, LLC CIK 0001965702 0.218 542 2.8 0.2% 5 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 2.7 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
DARK FOREST CAPITAL MANAGEMENT LP CIK 0001853322 0.007 777 2.4 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 2.3 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 2.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 2.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clearview Wealth Management LLC CIK 0001857588 0.563 62 2.2 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
BECK MACK & OLIVER LLC CIK 0000010742 0.841 201 2.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 2.1 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 2.1 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 2.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VANGUARD ASSET MANAGEMENT, Ltd CIK 0001680208 0.000 2447 2.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 1.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 1.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Renaissance Capital LLC CIK 0001535058 0.222 52 1.8 1.0% 5 +0.2 pp -0.3 pp -1.4 pp -1.6 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 1.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Connor, Clark & Lunn Investment Management Ltd. CIK 0001596800 0.724 1622 1.8 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 1.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 1.6 0.0% 5 +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 1.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
SummitTX Capital, L.P. CIK 0002052310 0.070 756 1.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Empowered Funds, LLC CIK 0001592828 0.549 2112 1.5 0.0% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 1.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WINTON GROUP Ltd CIK 0001612063 0.014 1137 1.5 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Sterling Capital Management LLC CIK 0001329883 0.433 3289 1.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
PDT Partners, LLC CIK 0001564702 0.042 489 1.4 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
Creative Planning CIK 0001540235 0.979 4196 1.4 0.0% 5 +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 1.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 1.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
KLP KAPITALFORVALTNING AS CIK 0001717443 0.875 2141 1.2 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 1.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Capital International, Inc./CA/ CIK 0000895213 0.745 302 1.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 1.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vanguard Global Advisers, LLC CIK 0001811242 0.000 3638 1.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NOMURA HOLDINGS INC (NMR, NRSCF) CIK 0001163653 0.245 1093 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 1.0 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 1.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 1.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
VIRGINIA RETIREMENT SYSTEMS ET Al CIK 0001005354 0.594 1300 0.9 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
ALLSTATE CORP (ALL, ALL-PB, ALL-PH, ALL-PI, ALL-PJ) CIK 0000899051 0.706 1338 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PEAK6 LLC CIK 0001389958 0.149 850 0.9 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
GoodHaven Capital Management, LLC CIK 0001542300 0.777 24 0.8 0.3% 5 +0.1 pp +0.0 pp -0.0 pp -0.0 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Arizona State Retirement System CIK 0001558481 0.842 2071 0.7 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
BOOTHBAY FUND MANAGEMENT, LLC CIK 0001549230 0.057 1962 0.7 0.0% 5 -0.0 pp -0.0 pp -0.2 pp -0.3 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 0.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
Vanguard Investments Australia, Ltd. CIK 0001550100 0.000 2370 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 0.6 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Vident Advisory, LLC CIK 0001744347 0.598 1911 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.6 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CONNABLE OFFICE INC CIK 0000914933 0.813 231 0.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Rafferty Asset Management, LLC CIK 0001389426 0.827 1133 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Fourth Dimension Wealth, LLC CIK 0002056691 0.166 679 0.5 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 0.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Capital Group Investment Management Pte. Ltd. CIK 0001939970 0.341 143 0.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Virtu Financial LLC CIK 0001533964 0.177 1548 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Inspire Investing, LLC CIK 0001670139 0.034 1266 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 0.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Ethic Inc. CIK 0001780570 0.636 1358 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SUMMITRY LLC CIK 0001280043 0.623 340 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
T. Rowe Price Investment Management, Inc. CIK 0001897612 0.034 738 0.3 0.2% 5 +0.1 pp +0.2 pp +0.1 pp +0.2 pp
B. Riley Wealth Advisors, Inc. CIK 0001464811 0.380 831 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Huntleigh Advisors, Inc. CIK 0001367653 0.278 303 0.3 0.0% 4 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Glenmede Investment Management, LP CIK 0001644465 0.833 1410 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Tidal Investments LLC CIK 0001600064 0.635 2147 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Skye Global Management LP CIK 0001675884 0.960 30 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
AlphaQuest LLC CIK 0001883897 0.000 0 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
Walleye Trading LLC CIK 0001388391 0.179 946 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
Malaga Cove Capital, LLC CIK 0001603001 0.210 185 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
HBK INVESTMENTS L P CIK 0001011443 0.226 197 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
LOS ANGELES CAPITAL MANAGEMENT LLC CIK 0001177206 0.474 2324 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Petrus Trust Company, LTA CIK 0001473429 0.705 27 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 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
Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Root Financial Partners, LLC CIK 0001977181 0.834 407 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Zweig-DiMenna Associates LLC CIK 0001533950 0.164 70 0.0 0.0% 0 +0.0 pp -0.8 pp -1.4 pp -2.3 pp
Jump Financial, LLC CIK 0001831577 0.000 1935 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
TEACHER RETIREMENT SYSTEM OF TEXAS CIK 0000796848 0.706 1510 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Burkehill Global Management, LP CIK 0001904549 0.000 173 0.0 0.0% 0 -1.1 pp -1.8 pp -2.3 pp -3.2 pp
READYSTATE ASSET MANAGEMENT LP CIK 0001900923 0.035 509 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
ExodusPoint Capital Management, LP CIK 0001736225 0.000 1411 0.0 0.0% 0 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
Rachor Investment Advisory Services, LLC CIK 0002008792 0.865 203 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRELUDE CAPITAL MANAGEMENT, LLC CIK 0001387508 0.030 1171 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Verition Fund Management LLC CIK 0001454027 0.193 1442 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Grandeur Peak Global Advisors, LLC CIK 0001569137 0.264 75 0.0 0.0% 0 -0.6 pp -0.7 pp -0.2 pp -0.1 pp
Numerai GP LLC CIK 0001668527 0.018 710 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
CAPSTONE INVESTMENT ADVISORS, LLC CIK 0001426196 0.598 942 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Blue Trust, Inc. CIK 0001856022 0.912 2446 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Polymer Capital Management (US) LLC CIK 0001973324 0.000 602 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Lisanti Capital Growth, LLC CIK 0001424467 0.005 109 0.0 0.0% 0 +0.0 pp -0.3 pp -0.2 pp -0.3 pp
Raleigh Capital Management Inc. CIK 0001911726 0.166 610 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Brevan Howard Capital Management LP CIK 0001512857 0.000 1914 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
DISCOVERY CAPITAL MANAGEMENT, LLC / CT CIK 0001389507 0.126 113 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
Roubaix Capital, LLC CIK 0001769700 0.005 50 0.0 0.0% 0 -2.5 pp +0.0 pp +0.0 pp +0.0 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
EntryPoint Capital, LLC CIK 0001992519 0.006 768 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.2 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Clayton Financial Group LLC CIK 0002011212 0.402 65 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
JENNISON ASSOCIATES LLC CIK 0000053417 0.959 567 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Brooklyn Investment Group CIK 0001795705 0.343 1827 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 -0.1 pp
TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
Sigma Planning Corp CIK 0001449126 0.520 1394 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
ARGENT CAPITAL MANAGEMENT LLC CIK 0001120926 0.514 168 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Aquatic Capital Management LLC CIK 0001803916 0.000 1217 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Yorktown Management & Research Co Inc CIK 0001313559 0.023 249 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Artemis Investment Management LLP CIK 0001535385 0.328 213 0.0 0.0% 0 +0.0 pp -0.2 pp -0.3 pp +0.0 pp
MV CAPITAL MANAGEMENT, INC. CIK 0001633366 0.606 1278 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
WOLVERINE TRADING, LLC CIK 0000927337 0.109 1566 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 +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% 0 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Rakuten Securities, Inc. CIK 0002009539 0.110 914 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 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 LOAR). Qtrs Held counts distinct quarters this fund has actually held LOAR (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its LOAR position size. Δ columns are the percentage-point change in LOAR'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