Signals

LQD

1215 in-universe funds with a nonzero position in LQD within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#205
Score / z0.936 / 1.32
Consensus342.54 over 693 funds
Momentumno 12m return

Price & positioning

249 cached closes, trailing year
Drawdownno history
Short interest-2% / 2.2d

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
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 2,513.1 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
Meiji Yasuda Life Insurance Co CIK 0001144492 0.956 231 2,106.9 61.1% 3 -0.2 pp -1.3 pp +61.1 pp +61.1 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 1,807.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nuveen, LLC CIK 0001871926 0.966 3735 1,502.1 0.4% 3 -0.1 pp +0.1 pp +0.4 pp +0.4 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 1,316.6 0.1% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 1,217.9 2.3% 3 +0.0 pp -0.0 pp +2.3 pp +2.3 pp
Wealthfront Advisers LLC CIK 0001763921 0.976 1119 1,206.8 2.7% 4 +0.0 pp +0.1 pp -0.1 pp +2.7 pp
Japan Science & Technology Agency CIK 0001948391 0.978 12 1,135.7 20.9% 3 -5.3 pp -3.2 pp +20.9 pp +20.9 pp
ALLIANZ SE CIK 0001127508 0.910 519 866.3 11.2% 1 +11.2 pp +11.2 pp +11.2 pp +11.2 pp
SONA ASSET MANAGEMENT (US) LLC CIK 0001856405 0.084 390 772.6 25.1% 3 +23.3 pp +3.7 pp +25.1 pp +25.1 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 716.0 1.0% 3 +0.9 pp +0.6 pp +1.0 pp +1.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 628.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 594.1 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 486.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
National Mutual Insurance Federation of Agricultural Cooperatives CIK 0001542927 0.988 39 445.2 3.3% 3 -0.2 pp -0.3 pp +3.3 pp +3.3 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 433.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 420.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Mitsubishi UFJ Asset Management Co., Ltd. CIK 0001466546 0.961 1659 410.0 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 395.9 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
APG Asset Management US Inc. CIK 0001323255 0.969 61 390.8 3.1% 3 +0.2 pp -0.6 pp +3.1 pp +3.1 pp
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC CIK 0001629649 0.890 880 357.4 4.2% 3 -0.1 pp +0.6 pp +4.2 pp +4.2 pp
BARINGS LLC CIK 0000009015 0.845 191 305.4 5.6% 3 -0.3 pp +5.4 pp +5.6 pp +5.6 pp
Empower Annuity Insurance Co CIK 0001444597 0.921 1 270.7 100.0% 3 +0.0 pp +0.0 pp +100.0 pp +100.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 266.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 262.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BNP PARIBAS CIK 872786 0.647 329 260.3 7.4% 3 +0.5 pp +3.2 pp +7.4 pp +7.4 pp
STATE OF MICHIGAN RETIREMENT SYSTEM CIK 0000762152 0.814 960 239.4 1.2% 3 +0.0 pp -0.1 pp +1.2 pp +1.2 pp
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC CIK 0000898286 0.799 705 218.2 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
Fisher Asset Management, LLC CIK 0000850529 0.972 1037 215.3 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 192.8 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.0 pp
PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 182.9 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 175.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Members Trust Co CIK 0001677560 0.939 170 165.6 5.4% 3 -0.1 pp -0.2 pp +5.4 pp +5.4 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 156.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC CIK 0000922127 0.668 1449 150.8 1.6% 3 -0.0 pp -0.3 pp +1.6 pp +1.6 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 128.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 126.5 0.4% 3 +0.0 pp +0.1 pp +0.4 pp +0.4 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 126.4 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 113.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 113.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 113.0 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 112.0 0.2% 3 -0.1 pp -0.3 pp +0.2 pp +0.2 pp
Symetra Investment Management Co CIK 0001811513 0.879 6 111.9 19.7% 1 +19.7 pp +19.7 pp +19.7 pp +19.7 pp
Bridgewater Associates, LP CIK 0001350694 0.669 997 110.1 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 108.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Man Group plc CIK 0001637460 0.631 2032 106.0 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 102.3 0.0% 3 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 101.5 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 101.4 0.0% 5 -0.0 pp -0.1 pp -0.0 pp -0.0 pp
Valmark Advisers, Inc. CIK 0001380443 0.907 726 96.1 1.2% 3 -0.0 pp -0.0 pp +1.2 pp +1.2 pp
GDS Wealth Management CIK 0001940869 0.458 232 93.8 5.9% 3 +0.6 pp +0.9 pp +5.9 pp +5.9 pp
FMR LLC CIK 0000315066 0.989 5571 92.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SUMITOMO MITSUI FINANCIAL GROUP, INC. (SMFG, SMFNF) CIK 0001022837 0.906 175 90.2 1.6% 4 +0.1 pp -6.3 pp +0.1 pp +1.6 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 80.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 76.7 0.1% 3 -0.5 pp +0.0 pp +0.1 pp +0.1 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 68.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 64.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 59.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BANK HAPOALIM BM CIK 0000902528 0.174 117 59.1 5.1% 3 +2.4 pp +3.5 pp +5.1 pp +5.1 pp
State of New Jersey Common Pension Fund D CIK 0001483066 0.840 1718 56.3 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Creative Planning CIK 0001540235 0.979 4196 56.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Mitsubishi UFJ Trust & Banking Corp CIK 0001462160 0.869 1541 56.1 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
MetLife Investment Management, LLC CIK 0001529735 0.789 2884 55.7 0.3% 3 -0.1 pp -0.3 pp +0.3 pp +0.3 pp
O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 53.1 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 52.7 0.3% 3 -0.1 pp -0.4 pp +0.3 pp +0.3 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 52.1 0.6% 3 +0.0 pp +0.5 pp +0.6 pp +0.6 pp
PAYDEN & RYGEL CIK 0000919219 0.212 131 51.2 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 48.2 0.2% 3 -0.0 pp +0.1 pp +0.2 pp +0.2 pp
JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 47.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 45.5 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 44.5 0.0% 2 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 42.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 41.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 40.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 39.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 37.8 0.7% 3 -0.0 pp -0.0 pp +0.7 pp +0.7 pp
Sigma Planning Corp CIK 0001449126 0.520 1394 36.7 1.0% 3 -0.0 pp -0.0 pp +1.0 pp +1.0 pp
Headlands Technologies LLC CIK 0001570271 0.000 695 36.5 3.0% 3 +2.3 pp +2.8 pp +3.0 pp +3.0 pp
Stratos Investment Management, LLC CIK 0001707206 0.673 382 36.2 1.5% 3 +0.0 pp -0.1 pp +1.5 pp +1.5 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 36.1 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 36.0 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
Cheviot Value Management, LLC CIK 0001427147 0.689 443 35.3 3.5% 3 -0.1 pp +0.2 pp +3.5 pp +3.5 pp
Brevan Howard Capital Management LP CIK 0001512857 0.000 1914 34.7 0.7% 1 +0.7 pp +0.6 pp +0.7 pp +0.7 pp
PRUDENTIAL PLC CIK 0000898419 0.878 691 33.2 0.3% 3 -1.0 pp -0.3 pp +0.3 pp +0.3 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 33.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
READYSTATE ASSET MANAGEMENT LP CIK 0001900923 0.035 509 33.1 1.5% 3 -1.5 pp +0.6 pp +1.5 pp +1.5 pp
TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 33.1 0.1% 3 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 31.9 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Gallagher Fiduciary Advisors, LLC CIK 0001527781 0.808 356 31.8 1.0% 3 -0.4 pp +0.3 pp +1.0 pp +1.0 pp
Capital Investment Advisors, LLC CIK 0001582732 0.749 786 30.7 0.5% 2 +0.4 pp +0.5 pp +0.5 pp +0.5 pp
Insight Wealth Strategies, LLC CIK 0001749914 0.080 182 30.5 3.5% 3 +2.7 pp +2.6 pp +3.5 pp +3.5 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 30.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
American Family Investments, Inc. CIK 0002029723 0.976 13 30.1 1.1% 3 -0.5 pp -0.3 pp +1.1 pp +1.1 pp
NYL Investors LLC CIK 0001606720 0.732 29 29.2 9.9% 3 +0.3 pp -15.5 pp +9.9 pp +9.9 pp
Financiere des Professionnels - Fonds d'investissement inc. CIK 0001996846 0.378 344 29.1 1.6% 3 +1.0 pp +1.1 pp +1.6 pp +1.6 pp
Joule Financial, LLC CIK 0001929070 0.731 116 28.8 8.6% 3 +0.1 pp -0.0 pp +8.6 pp +8.6 pp
Strong Tower Advisory Services CIK 0001889322 0.313 93 28.5 5.1% 3 +0.7 pp +0.9 pp +5.1 pp +5.1 pp
Westshore Wealth, LLC CIK 0001806366 0.670 107 27.6 9.1% 4 -0.1 pp -1.1 pp -1.6 pp +9.1 pp
Modern Wealth Management, LLC CIK 0002001900 0.385 1101 27.5 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
Constellation Investments, Inc. CIK 0001573575 0.971 19 27.5 0.8% 3 -0.5 pp -0.4 pp +0.8 pp +0.8 pp
Edgestream Partners, L.P. CIK 0001535061 0.020 936 27.2 0.8% 2 -0.2 pp +0.8 pp +0.8 pp +0.8 pp
Towercrest Capital Management CIK 0001633288 0.713 110 26.7 4.2% 3 +1.5 pp +1.5 pp +4.2 pp +4.2 pp
Leo Wealth, LLC CIK 0001912202 0.425 452 26.3 1.9% 3 +0.5 pp +0.0 pp +1.9 pp +1.9 pp
USA FINANCIAL FORMULAS CIK 0001633716 0.000 437 25.7 4.7% 3 +1.2 pp -1.8 pp +4.7 pp +4.7 pp
Regal Investment Advisors LLC CIK 0001559789 0.425 647 25.7 1.5% 3 -0.1 pp -0.2 pp +1.5 pp +1.5 pp
III Capital Management CIK 0001783139 0.455 48 25.2 5.6% 1 +5.6 pp +5.6 pp +5.6 pp +5.6 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 25.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Alpha Cubed Investments, LLC CIK 0001580830 0.757 298 24.9 0.9% 3 +0.0 pp -0.0 pp +0.9 pp +0.9 pp
MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 24.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Daiichi Life Insurance Co., Ltd. CIK 0001697728 0.480 470 24.6 0.6% 3 -0.0 pp +0.0 pp +0.6 pp +0.6 pp
Asset Management One Co., Ltd. CIK 0001068855 0.899 957 24.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 24.5 1.5% 3 +0.2 pp +0.1 pp +1.5 pp +1.5 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 23.8 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 23.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 23.7 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
Willis Johnson & Associates, Inc. CIK 0001853239 0.879 102 22.4 1.4% 3 +0.2 pp +0.2 pp +1.4 pp +1.4 pp
Petrus Trust Company, LTA CIK 0001473429 0.706 27 22.3 2.3% 3 -0.2 pp +0.1 pp +2.3 pp +2.3 pp
Bramshill Investments, LLC CIK 0001619899 0.794 157 22.0 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 21.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Atria Investments, Inc CIK 0001535865 0.500 2111 21.8 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Summit Financial Consulting LLC CIK 0002065794 0.400 49 21.8 15.8% 1 +15.8 pp +15.8 pp +15.8 pp +15.8 pp
Alley Investment Management Company, LLC CIK 0001917618 0.425 89 21.7 2.5% 3 -0.0 pp -0.0 pp +2.5 pp +2.5 pp
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 21.7 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
AAFMAA Wealth Management & Trust LLC CIK 0001846160 0.529 95 21.7 8.5% 1 +8.5 pp +8.5 pp +8.5 pp +8.5 pp
SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 20.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 20.6 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 20.5 1.4% 2 +0.0 pp +1.4 pp +1.4 pp +1.4 pp
Lifeworks Advisors, LLC CIK 0001882132 0.288 337 20.4 2.6% 3 +0.0 pp -0.1 pp +2.6 pp +2.6 pp
SSI INVESTMENT MANAGEMENT LLC CIK 0000938487 0.152 248 20.2 1.4% 3 +0.3 pp +0.3 pp +1.4 pp +1.4 pp
Canal Capital Management, LLC CIK 0001666733 0.401 220 20.2 2.9% 3 -0.1 pp -0.2 pp +2.9 pp +2.9 pp
CI INVESTMENTS INC. CIK 0001163648 0.648 746 19.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
DDFG, Inc CIK 0001967640 0.535 91 19.7 4.3% 3 -0.2 pp -0.3 pp +4.3 pp +4.3 pp
Bank Julius Baer & Co. Ltd, Zurich CIK 0001544599 0.851 661 19.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
IHT Wealth Management, LLC CIK 0001697490 0.413 1236 19.4 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
Independence Financial Advisors, LLC CIK 0002066080 0.242 55 19.3 5.3% 3 -0.4 pp +0.5 pp +5.3 pp +5.3 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 19.3 0.0% 3 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Brookwood Investment Group LLC CIK 0002066812 0.241 513 19.0 2.3% 3 +2.0 pp +2.0 pp +2.3 pp +2.3 pp
Vision Capital Management, Inc. CIK 0001417889 0.704 156 18.9 2.3% 3 -0.0 pp -0.1 pp +2.3 pp +2.3 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 18.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 18.8 0.3% 3 -0.0 pp -0.2 pp +0.3 pp +0.3 pp
Spahn Wealth & Retirement LLC CIK 0001949033 0.000 38 18.2 11.3% 3 +0.6 pp -0.4 pp +11.3 pp +11.3 pp
Hudson Bay Capital Management LP CIK 0001393825 0.317 1210 18.2 0.1% 3 -0.0 pp -0.5 pp +0.1 pp +0.1 pp
Alliance Wealth Management Group CIK 0001623707 0.630 103 17.3 3.8% 3 +2.0 pp +2.2 pp +3.8 pp +3.8 pp
FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 16.9 0.2% 3 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
ZACKS INVESTMENT MANAGEMENT CIK 0001086483 0.745 724 16.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 16.1 0.4% 3 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
Invst, LLC CIK 0001867587 0.314 343 16.0 1.7% 3 +1.4 pp +1.4 pp +1.7 pp +1.7 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 15.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. (BBVA, BBVXF) CIK 0000842180 0.816 733 15.8 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
MAI Capital Management CIK 0001040197 0.725 1889 15.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Jain Global LLC CIK 0002024579 0.024 1417 15.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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Legend Financial Advisors, Inc. CIK 0001781948 0.541 40 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Dai-ichi Life Holdings, Inc. CIK 0000948518 0.000 0 0.0 0.0% 0 -15.8 pp -13.1 pp +0.0 pp +0.0 pp
CarsonAllaria Wealth Management, Ltd. CIK 0001900946 0.643 71 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Forefront Wealth Partners, LLC CIK 0002068112 0.224 177 0.0 0.0% 0 -0.4 pp -1.0 pp -1.0 pp +0.0 pp
Center For Asset Management LLC CIK 0001844878 0.268 151 0.0 0.0% 0 +0.0 pp -0.9 pp +0.0 pp +0.0 pp
Talisman Wealth Advisors LLC CIK 0001962685 0.009 110 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
MGB Wealth Management, LLC CIK 0002015822 0.367 308 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Orion Capital Management LLC CIK 0001846758 0.392 504 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SYM FINANCIAL Corp CIK 0000764739 0.741 530 0.0 0.0% 0 +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% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
EFG Asset Management (Americas) Corp. CIK 0001598340 0.000 0 0.0 0.0% 0 -1.8 pp -1.9 pp +0.0 pp +0.0 pp
Squarepoint Ops LLC CIK 0001642575 0.419 2729 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Silver Oak Advisory Group, Inc. CIK 0001906937 0.719 86 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Graney & King, LLC CIK 0002051568 0.377 383 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Wela Strategies, Inc. CIK 0001644329 0.784 55 0.0 0.0% 0 -9.6 pp -9.5 pp +0.0 pp +0.0 pp
CONNING INC. CIK 0000801051 0.496 327 0.0 0.0% 0 +0.0 pp -0.6 pp +0.0 pp +0.0 pp
Clearstead Trust, LLC CIK 0001708001 0.631 970 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
IMS Capital Management CIK 0001343916 0.313 147 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Onyx Bridge Wealth Group LLC CIK 0001819476 0.215 389 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
Kiker Wealth Management, LLC CIK 0002042502 0.137 161 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Herold Advisors, Inc. CIK 0001891713 0.302 273 0.0 0.0% 0 +0.0 pp -0.9 pp +0.0 pp +0.0 pp
COBBLESTONE CAPITAL ADVISORS LLC /NY/ CIK 0001033505 0.775 304 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Cornerstone Wealth Group, LLC CIK 0001774879 0.483 496 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Strategic Wealth Investment Group, LLC CIK 0001802365 0.408 104 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
von Borstel & Associates, Inc. CIK 0002041065 0.909 44 0.0 0.0% 0 -2.2 pp +0.0 pp +0.0 pp +0.0 pp
Brendel Financial Advisors LLC CIK 0001768065 0.107 101 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
Clear Creek Financial Management, LLC CIK 0001784235 0.237 642 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
BLALOCK WILLIAMS, LLC CIK 0002092331 0.151 154 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
Private Wealth Management Group, LLC CIK 0002011342 0.607 1455 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stone House Investment Management, LLC CIK 0001696497 0.373 1339 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Renasant Bank CIK 0001656167 0.136 141 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
OPTIMUM INVESTMENT ADVISORS CIK 0001037763 0.336 612 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
Money Design Co.,Ltd. CIK 0001721608 0.864 72 0.0 0.0% 0 +0.0 pp -8.0 pp +0.0 pp +0.0 pp
Advus Financial Partners, LLC CIK 2150676 0.419 261 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
Guerra Advisors Inc CIK 0002055363 0.000 0 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
DRW Securities, LLC CIK 0001481986 0.026 811 0.0 0.0% 0 -0.8 pp +0.0 pp +0.0 pp +0.0 pp
Financial Gravity Asset Management, Inc. CIK 0001741736 0.393 973 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MACQUARIE GROUP LTD CIK 0001418333 0.778 929 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
AlphaQuest LLC CIK 0001883897 0.000 0 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Elequin Capital, LP CIK 0001810873 0.000 680 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 0.0 0.0% 0 -0.0 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
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Seneschal Advisors, LLC CIK 0002039659 0.657 596 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Symmetry Investments LP CIK 0001691919 0.056 112 0.0 0.0% 0 +0.0 pp -0.7 pp +0.0 pp +0.0 pp
FSA Wealth Management LLC CIK 0001804256 0.827 574 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Point72 Europe (London) LLP CIK 0001698051 0.000 0 0.0 0.0% 0 +0.0 pp -3.1 pp +0.0 pp +0.0 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Bay Capital Advisors, LLC CIK 0002055414 0.502 108 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 0.0 0.0% 0 +0.0 pp -0.7 pp +0.0 pp +0.0 pp
Allianz Investment Management U.S. LLC CIK 0001860935 0.000 0 0.0 0.0% 0 -32.7 pp -37.3 pp +0.0 pp +0.0 pp
SIH Partners, LLLP CIK 0001996244 0.030 285 0.0 0.0% 0 -0.2 pp -4.4 pp +0.0 pp +0.0 pp
Legacy Capital Wealth Partners, LLC CIK 0001766228 0.289 377 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 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
Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 0.0 0.0% 0 +0.0 pp -4.3 pp +0.0 pp +0.0 pp
TFG Advisers LLC CIK 0001806473 0.297 208 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Delos Wealth Advisors, LLC CIK 0001878326 0.268 295 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Moser Wealth Advisors, LLC CIK 0001803081 0.424 200 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
Wealth Watch Advisors, INC CIK 0002040515 0.165 123 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Allianz Asset Management GmbH CIK 0001535323 0.869 1564 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
Blume Capital Management, Inc. CIK 0001587192 0.385 356 0.0 0.0% 0 -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% 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
Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 0 +0.0 pp -0.1 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 (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