Signals

← Signals

☆LQD

1111 in-universe funds with a nonzero position in LQD within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#24464
Score / z-1.055 / -1.58
Consensus328.92 over 661 funds
Momentumno 12m return

Price & positioning

248 cached closes, trailing year
Drawdownno history
Short interest+12% / 1.7d

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 ▾
☆Meiji Yasuda Life Insurance Co CIK 0001144492 0.956 231 2,131.3 61.3% 2 -1.1 pp +61.3 pp +61.3 pp +61.3 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 2,112.4 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Nuveen, LLC CIK 0001871926 0.966 3735 1,972.5 0.5% 2 +0.3 pp +0.5 pp +0.5 pp +0.5 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 1,553.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Japan Science & Technology Agency CIK 0001948391 0.978 12 1,472.1 26.2% 2 +2.2 pp +26.2 pp +26.2 pp +26.2 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 1,201.9 2.3% 2 -0.0 pp +2.3 pp +2.3 pp +2.3 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 1,129.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 1,128.0 2.6% 3 +0.0 pp -0.2 pp +2.6 pp +2.6 pp
☆Allianz Investment Management U.S. LLC CIK 0001860935 0.000 0 876.4 32.7% 2 -4.6 pp +32.7 pp +32.7 pp +32.7 pp
☆TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 705.4 0.6% 2 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 635.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 531.7 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 491.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 486.5 0.1% 2 -0.0 pp +0.1 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 483.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆National Mutual Insurance Federation of Agricultural Cooperatives CIK 0001542927 0.988 39 450.4 3.4% 2 -0.2 pp +3.4 pp +3.4 pp +3.4 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 440.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆APG Asset Management US Inc. CIK 0001323255 0.969 61 383.8 2.8% 2 -0.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Mitsubishi UFJ Asset Management Co., Ltd. CIK 0001466546 0.961 1659 376.0 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 370.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 365.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BARINGS LLC CIK 0000009015 0.845 191 309.0 5.9% 2 +5.7 pp +5.9 pp +5.9 pp +5.9 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 298.8 0.3% 2 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC CIK 0001629649 0.890 880 297.6 4.3% 2 +0.7 pp +4.3 pp +4.3 pp +4.3 pp
☆CAISSE DE DEPOT ET PLACEMENT DU QUEBEC CIK 0000898286 0.799 705 277.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Empower Annuity Insurance Co CIK 0001444597 0.921 1 273.9 100.0% 2 +0.0 pp +100.0 pp +100.0 pp +100.0 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 256.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 248.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆STATE OF MICHIGAN RETIREMENT SYSTEM CIK 0000762152 0.814 960 242.2 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 230.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BNP PARIBAS CIK 872786 0.647 329 230.1 6.9% 2 +2.7 pp +6.9 pp +6.9 pp +6.9 pp
☆PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 185.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆PRUDENTIAL PLC CIK 0000898419 0.878 691 173.9 1.3% 2 +0.7 pp +1.3 pp +1.3 pp +1.3 pp
☆Members Trust Co CIK 0001677560 0.939 170 167.0 5.5% 2 -0.1 pp +5.5 pp +5.5 pp +5.5 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 154.6 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC CIK 0000922127 0.668 1449 152.5 1.6% 2 -0.3 pp +1.6 pp +1.6 pp +1.6 pp
☆SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 151.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 132.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 130.9 0.3% 2 -0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 128.7 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 118.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 117.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 116.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Man Group plc CIK 0001637460 0.631 2032 107.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Bridgewater Associates, LP CIK 0001350694 0.669 997 107.3 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 105.4 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 104.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 98.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆FMR LLC CIK 0000315066 0.989 5571 94.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 93.2 1.2% 2 -0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 91.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SUMITOMO MITSUI FINANCIAL GROUP, INC. (SMFG, SMFNF) CIK 0001022837 0.906 175 86.6 1.5% 3 -6.4 pp +0.0 pp +1.5 pp +1.5 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 84.1 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 82.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Verition Fund Management LLC CIK 0001454027 0.193 1442 81.5 0.5% 2 -1.5 pp +0.5 pp +0.5 pp +0.5 pp
☆GDS Wealth Management CIK 0001940869 0.458 232 79.6 5.3% 2 +0.3 pp +5.3 pp +5.3 pp +5.3 pp
☆MetLife Investment Management, LLC CIK 0001529735 0.789 2884 75.7 0.4% 2 -0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆Mitsubishi UFJ Trust & Banking Corp CIK 0001462160 0.869 1541 75.7 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 66.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 64.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 61.9 0.4% 2 -0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆READYSTATE ASSET MANAGEMENT LP CIK 0001900923 0.035 509 61.1 3.0% 2 +2.1 pp +3.0 pp +3.0 pp +3.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 60.3 0.1% 2 -0.3 pp +0.1 pp +0.1 pp +0.1 pp
☆State of New Jersey Common Pension Fund D CIK 0001483066 0.840 1718 57.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Creative Planning CIK 0001540235 0.979 4196 54.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 50.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 50.0 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 48.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 45.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 44.3 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1370 44.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆SONA ASSET MANAGEMENT (US) LLC CIK 0001856405 0.084 390 44.2 1.7% 2 -19.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Jefferies Financial Group Inc. (JEF) CIK 0000096223 0.178 1338 42.0 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Gallagher Fiduciary Advisors, LLC CIK 0001527781 0.808 356 38.6 1.4% 2 +0.7 pp +1.4 pp +1.4 pp +1.4 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 38.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 37.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 36.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 36.6 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 36.0 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 35.6 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Stratos Investment Management, LLC CIK 0001707206 0.673 382 35.1 1.4% 2 -0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 34.1 0.5% 2 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Cheviot Value Management, LLC CIK 0001427147 0.689 443 33.3 3.5% 2 +0.3 pp +3.5 pp +3.5 pp +3.5 pp
☆Edgestream Partners, L.P. CIK 0001535061 0.020 936 32.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆American Family Investments, Inc. CIK 0002029723 0.976 13 30.5 1.6% 2 +0.2 pp +1.6 pp +1.6 pp +1.6 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 30.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆NYL Investors LLC CIK 0001606720 0.732 29 29.3 9.6% 2 -15.8 pp +9.6 pp +9.6 pp +9.6 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 28.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Joule Financial, LLC CIK 0001929070 0.731 116 28.4 8.5% 2 -0.1 pp +8.5 pp +8.5 pp +8.5 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 27.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Constellation Investments, Inc. CIK 0001573575 0.971 19 27.8 1.3% 2 +0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆Westshore Wealth, LLC CIK 0001806366 0.670 107 27.2 9.3% 3 -1.0 pp -1.5 pp +9.3 pp +9.3 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 26.9 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 26.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 26.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Daiichi Life Insurance Co., Ltd. CIK 0001697728 0.480 470 25.7 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Wela Strategies, Inc. CIK 0001644329 0.784 55 25.4 9.6% 2 +0.1 pp +9.6 pp +9.6 pp +9.6 pp
☆BANCO BILBAO VIZCAYA ARGENTARIA, S.A. (BBVA, BBVXF) CIK 0000842180 0.816 733 25.1 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 25.1 1.6% 2 -0.1 pp +1.6 pp +1.6 pp +1.6 pp
☆MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 25.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MARSHALL WACE, LLP CIK 0001318757 0.756 2719 24.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Alpha Cubed Investments, LLC CIK 0001580830 0.757 298 24.3 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 23.8 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 23.8 1.3% 2 -0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 23.4 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Strong Tower Advisory Services CIK 0001889322 0.313 93 23.4 4.4% 2 +0.2 pp +4.4 pp +4.4 pp +4.4 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 23.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 22.6 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Petrus Trust Company, LTA CIK 0001473429 0.705 27 22.5 2.5% 2 +0.3 pp +2.5 pp +2.5 pp +2.5 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 22.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Alley Investment Management Company, LLC CIK 0001917618 0.425 89 22.0 2.6% 2 -0.0 pp +2.6 pp +2.6 pp +2.6 pp
☆BANK HAPOALIM BM CIK 0000902528 0.174 117 21.9 2.7% 2 +1.1 pp +2.7 pp +2.7 pp +2.7 pp
☆Silphium Asset Management Ltd CIK 0001758440 0.696 55 21.6 6.4% 2 -1.2 pp +6.4 pp +6.4 pp +6.4 pp
☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 21.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MARINER INVESTMENT GROUP LLC CIK 0001096978 0.221 75 21.0 6.5% 2 +1.6 pp +6.5 pp +6.5 pp +6.5 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 20.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CAPSTONE INVESTMENT ADVISORS, LLC CIK 0001426196 0.598 942 19.8 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Canal Capital Management, LLC CIK 0001666733 0.400 220 19.6 2.9% 2 -0.1 pp +2.9 pp +2.9 pp +2.9 pp
☆USA FINANCIAL FORMULAS CIK 0001633716 0.000 437 19.5 3.4% 2 -3.1 pp +3.4 pp +3.4 pp +3.4 pp
☆DDFG, Inc CIK 0001967640 0.535 91 19.5 4.5% 2 -0.1 pp +4.5 pp +4.5 pp +4.5 pp
☆Lifeworks Advisors, LLC CIK 0001882132 0.288 337 19.5 2.6% 2 -0.1 pp +2.6 pp +2.6 pp +2.6 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 19.4 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Willis Johnson & Associates, Inc. CIK 0001853239 0.879 102 19.1 1.2% 2 -0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆Independence Financial Advisors, LLC CIK 0002066080 0.242 55 18.7 5.7% 2 +0.9 pp +5.7 pp +5.7 pp +5.7 pp
☆Vision Capital Management, Inc. CIK 0001417889 0.704 156 18.6 2.3% 2 -0.1 pp +2.3 pp +2.3 pp +2.3 pp
☆Hudson Bay Capital Management LP CIK 0001393825 0.317 1210 18.4 0.1% 2 -0.4 pp +0.1 pp +0.1 pp +0.1 pp
☆ALLSTATE CORP (ALL, ALL-PB, ALL-PH, ALL-PI, ALL-PJ) CIK 0000899051 0.706 1338 18.3 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 18.2 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Spahn Wealth & Retirement LLC CIK 0001949033 0.000 38 18.1 10.7% 2 -1.0 pp +10.7 pp +10.7 pp +10.7 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 18.0 0.3% 2 -0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆Bank Julius Baer & Co. Ltd, Zurich CIK 0001544599 0.851 661 17.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ZACKS INVESTMENT MANAGEMENT CIK 0001086483 0.744 724 17.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Towercrest Capital Management CIK 0001633288 0.713 110 17.0 2.7% 2 +0.0 pp +2.7 pp +2.7 pp +2.7 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 16.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Dai-ichi Life Holdings, Inc. CIK 0000948518 0.000 0 16.4 15.8% 2 +2.7 pp +15.8 pp +15.8 pp +15.8 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 16.4 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 16.2 0.4% 2 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆MACQUARIE GROUP LTD CIK 0001418333 0.778 929 16.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DRW Securities, LLC CIK 0001481986 0.026 811 16.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 16.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SSI INVESTMENT MANAGEMENT LLC CIK 0000938487 0.152 248 15.7 1.1% 2 -0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆EDMOND DE ROTHSCHILD HOLDING S.A. CIK 0001649647 0.663 603 15.6 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Asset Management One Co., Ltd. CIK 0001068855 0.899 957 15.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HMS Capital Management, LLC CIK 0001689470 0.314 120 15.3 6.4% 2 -0.0 pp +6.4 pp +6.4 pp +6.4 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 15.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
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☆Choate Investment Advisors CIK 0001399794 0.922 472 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CARY STREET PARTNERS INVESTMENT ADVISORY LLC CIK 0001766904 0.145 758 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Berkshire Money Management, Inc. CIK 0001535172 0.864 56 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Holos Integrated Wealth LLC CIK 0002080096 0.464 378 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BLALOCK WILLIAMS, LLC CIK 0002092331 0.151 154 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆Wagner Wealth Management, LLC CIK 0001728657 0.506 282 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Northwest Capital Management Inc CIK 0001730404 0.000 92 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TFG Advisers LLC CIK 0001806473 0.297 208 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Painted Porch Advisors LLC CIK 0002024585 0.737 75 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Centennial Bank/AR/ CIK 0001994744 0.261 341 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 0.0 0.0% 0 -0.7 pp +0.0 pp +0.0 pp +0.0 pp
☆Point72 Europe (London) LLP CIK 0001698051 0.000 0 0.0 0.0% 0 -3.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Talon Private Wealth, LLC CIK 0001990467 0.144 231 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 LQD). Qtrs Held counts distinct quarters this fund has actually held LQD (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its LQD position size. Δ columns are the percentage-point change in LQD's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — 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