Signals

LRN

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

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

DateTypeWhat happened
2026-09-16 Insider Blackman Donna (CHIEF FINANCIAL OFFICER) acquired via option exercise
2026-09-16 Insider Blackman Donna (CHIEF FINANCIAL OFFICER) acquired via award
2026-09-16 Insider Blackman Donna (CHIEF FINANCIAL OFFICER) disposed via tax withholding ($717,604)
2026-09-16 Insider Goldthwaite Todd (MANAGING DIRECTOR) acquired via option exercise
2026-09-16 Insider Goldthwaite Todd (MANAGING DIRECTOR) acquired via award
2026-09-16 Insider Goldthwaite Todd (MANAGING DIRECTOR) disposed via tax withholding ($95,413)

Flow ranking

Rank#504
Score / z0.302 / 0.45
Consensus155.16 over 291 funds
Momentumno 12m return

Price & positioning

224 cached closes, trailing year
Drawdownno history
Short interest+17% / 4.5d ⚡

Forensics

Clean as of 2026Q4
Accrual ratio
F-score
M-score
Net issuance-144.7%

Insider

Score+0.00
Buys / cluster sells0 / 0
DateInsiderCodeValue
2026-09-16 Blackman Donna M
2026-09-16 Blackman Donna A
2026-09-16 Blackman Donna F $717,604
2026-09-16 Goldthwaite Todd M
2026-09-16 Goldthwaite Todd A
2026-09-16 Goldthwaite Todd F $95,413

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
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 985.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
VANGUARD GROUP INC CIK 0000102909 0.000 0 676.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 268.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 238.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC CIK 0001644956 0.708 403 225.1 0.6% 2 +0.2 pp +0.6 pp +0.6 pp +0.6 pp
JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 207.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 197.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 186.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 155.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Swedbank AB CIK 0000946431 0.941 696 144.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Squarepoint Ops LLC CIK 0001642575 0.419 2729 123.7 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 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 122.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 106.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
FMR LLC CIK 0000315066 0.989 5571 94.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 91.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 85.9 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 84.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 76.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CONGRESS ASSET MANAGEMENT CO CIK 0000897378 0.538 376 69.3 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
FULLER & THALER ASSET MANAGEMENT, INC. CIK 0001082327 0.611 504 69.3 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 68.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 68.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 66.1 0.4% 2 +0.2 pp +0.4 pp +0.4 pp +0.4 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 60.0 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
DRIEHAUS CAPITAL MANAGEMENT LLC CIK 0000938206 0.270 354 57.8 0.4% 2 -0.2 pp +0.4 pp +0.4 pp +0.4 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 57.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 56.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Divisadero Street Capital Management, LP CIK 0001901865 0.210 140 55.9 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 51.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SYSTEMATIC FINANCIAL MANAGEMENT LP CIK 0001085936 0.494 243 47.5 1.2% 2 -0.3 pp +1.2 pp +1.2 pp +1.2 pp
Nuveen, LLC CIK 0001871926 0.966 3735 47.3 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 45.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
RICE HALL JAMES & ASSOCIATES, LLC CIK 0001230765 0.367 240 45.5 2.5% 2 -0.1 pp +2.5 pp +2.5 pp +2.5 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 44.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 41.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 34.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ CIK 0001009016 0.830 421 34.6 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
BREACH INLET CAPITAL MANAGEMENT, LLC CIK 0002009914 0.782 10 33.7 16.6% 1 +16.6 pp +16.6 pp +16.6 pp +16.6 pp
Fiera Capital Corp CIK 0001505817 0.842 401 33.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
WEDGE CAPITAL MANAGEMENT L L P/NC CIK 0001015308 0.369 484 32.6 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
CAT ROCK CAPITAL MANAGEMENT LP CIK 0001654648 0.282 7 30.3 3.7% 2 +0.7 pp +3.7 pp +3.7 pp +3.7 pp
Ophir Asset Management Pty Ltd CIK 0001844640 0.174 36 30.2 3.7% 2 +2.3 pp +3.7 pp +3.7 pp +3.7 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 29.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 28.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Tidal Investments LLC CIK 0001600064 0.635 2147 28.6 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 28.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
PUBLIC SECTOR PENSION INVESTMENT BOARD CIK 0001396318 0.776 1324 27.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
OBERWEIS ASSET MANAGEMENT INC/ CIK 0000937886 0.326 176 27.1 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 26.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KADENSA CAPITAL Ltd CIK 0001720980 0.063 28 23.4 2.4% 2 -2.8 pp +2.4 pp +2.4 pp +2.4 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 22.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 22.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PALISADE CAPITAL MANAGEMENT, LP CIK 0001009006 0.185 294 21.3 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
LPL Financial LLC CIK 0001403438 0.957 5996 20.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 20.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aberdeen Group plc CIK 0001716774 0.934 934 20.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 19.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Montanaro Asset Management Ltd CIK 0001831133 0.168 42 19.7 4.9% 2 +0.4 pp +4.9 pp +4.9 pp +4.9 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 19.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 18.9 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 18.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 18.4 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
NORDEA INVESTMENT MANAGEMENT AB CIK 0001218210 0.929 921 18.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 17.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 15.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 15.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KIRR MARBACH & CO LLC /IN/ CIK 0000764112 0.559 57 15.3 2.8% 2 -0.2 pp +2.8 pp +2.8 pp +2.8 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 14.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
COOKSON PEIRCE & CO INC CIK 0001141455 0.529 317 14.1 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
FRONTIER CAPITAL MANAGEMENT CO LLC CIK 0000351173 0.365 300 14.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 13.9 0.1% 2 -0.2 pp +0.1 pp +0.1 pp +0.1 pp
MACQUARIE GROUP LTD CIK 0001418333 0.778 929 13.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Swiss National Bank CIK 0001582202 0.961 2301 12.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
South Street Advisors LLC CIK 0001399706 0.498 84 12.4 1.6% 2 -0.1 pp +1.6 pp +1.6 pp +1.6 pp
Shannon River Fund Management LLC CIK 0001301050 0.036 37 12.4 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
KENNEDY CAPITAL MANAGEMENT LLC CIK 0000884589 0.305 543 11.9 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
WCM INVESTMENT MANAGEMENT, LLC CIK 0001061186 0.913 266 11.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Man Group plc CIK 0001637460 0.631 2032 11.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Candriam S.C.A. CIK 0001537014 0.787 677 11.0 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
VOLORIDGE INVESTMENT MANAGEMENT, LLC CIK 0001556921 0.111 784 10.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 10.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 10.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 10.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
RENAISSANCE GROUP LLC CIK 0000944234 0.270 234 10.3 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
Ensign Peak Advisors, Inc CIK 0001454984 0.904 1724 10.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Asset Management One Co., Ltd. CIK 0001068855 0.899 957 9.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Erste Asset Management GmbH CIK 0002024532 0.605 871 9.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 9.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 9.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 8.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 8.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Atom Investors LP CIK 0001738902 0.004 818 8.5 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
BURNEY CO/ CIK 0000940445 0.713 605 8.3 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
PDT Partners, LLC CIK 0001564702 0.042 489 8.1 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
Clearbridge Investments, LLC CIK 0001348883 0.903 699 8.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WOLVERINE TRADING, LLC CIK 0000927337 0.109 1566 8.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 7.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NIA IMPACT ADVISORS, LLC CIK 0001815217 0.152 72 7.1 2.3% 2 -0.2 pp +2.3 pp +2.3 pp +2.3 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 7.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
INTECH INVESTMENT MANAGEMENT LLC CIK 0001086318 0.632 2110 7.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 6.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
LOS ANGELES CAPITAL MANAGEMENT LLC CIK 0001177206 0.474 2324 6.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMERICA BANK CIK 0000901541 0.812 3711 6.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Schonfeld Strategic Advisors LLC CIK 0001665241 0.155 2292 6.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 6.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 6.1 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Bridgewater Associates, LP CIK 0001350694 0.669 997 5.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 5.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Engineers Gate Manager LP CIK 0001620220 0.031 2192 5.7 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
LEUTHOLD GROUP, LLC CIK 0001170152 0.149 237 5.7 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
Connor, Clark & Lunn Investment Management Ltd. CIK 0001596800 0.724 1622 5.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Intrinsic Edge Capital Management LLC CIK 0001671754 0.047 102 5.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Verition Fund Management LLC CIK 0001454027 0.193 1442 5.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 5.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 4.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ZACKS INVESTMENT MANAGEMENT CIK 0001086483 0.744 724 4.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 4.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Merit Financial Group, LLC CIK 0001621225 0.728 2318 4.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
DARK FOREST CAPITAL MANAGEMENT LP CIK 0001853322 0.007 777 4.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Lisanti Capital Growth, LLC CIK 0001424467 0.005 109 4.3 1.1% 2 -0.1 pp +1.1 pp +1.1 pp +1.1 pp
Livforsakringsbolaget Skandia, Omsesidigt CIK 0001547926 0.561 444 4.3 0.2% 2 -0.3 pp +0.2 pp +0.2 pp +0.2 pp
Calamos Advisors LLC CIK 0001316507 0.672 942 4.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CIM, LLC CIK 0001364725 0.348 169 3.9 0.5% 3 +0.0 pp +0.2 pp +0.5 pp +0.5 pp
Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 3.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Harvest Investment Services, LLC CIK 0001591097 0.110 383 3.8 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
MetLife Investment Management, LLC CIK 0001529735 0.789 2884 3.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
LGT Fund Management Co Ltd. CIK 0001911284 0.521 235 3.6 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Kendall Capital Management CIK 0001731372 0.288 236 3.6 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
CAMPBELL NEWMAN ASSET MANAGEMENT INC CIK 0000874791 0.529 99 3.6 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 3.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 3.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Robeco Institutional Asset Management B.V. CIK 0001418773 0.892 837 3.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Illinois Municipal Retirement Fund CIK 0001541910 0.534 1120 3.4 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 3.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Y-Intercept (Hong Kong) Ltd CIK 0001772875 0.011 1651 3.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Gotham Asset Management, LLC CIK 0001510387 0.825 1791 3.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 3.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 3.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Creative Planning CIK 0001540235 0.979 4196 3.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Triodos Investment Management BV CIK 0001748729 0.649 50 3.1 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
VIRGINIA RETIREMENT SYSTEMS ET Al CIK 0001005354 0.594 1300 3.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROYCE & ASSOCIATES LP CIK 0000906304 0.492 747 3.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Westover Capital Advisors, LLC CIK 0001483467 0.358 240 3.0 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
FEDERATED HERMES, INC. (FHI) CIK 0001056288 0.708 2038 3.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EDMOND DE ROTHSCHILD HOLDING S.A. CIK 0001649647 0.663 603 3.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Tortoise Investment Management, LLC CIK 0001599511 0.615 252 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
True Wealth Design, LLC CIK 0001966033 0.694 2655 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Abound Wealth Management CIK 0001950323 0.745 1359 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rakuten Securities, Inc. CIK 0002009539 0.110 914 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
New Millennium Group LLC CIK 0001909654 0.000 0 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Essential Partners LLC CIK 0002136442 0.019 2853 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quantbot Technologies LP CIK 0001512991 0.011 1893 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
Perbak Capital Partners LLP CIK 0001968437 0.000 0 0.0 0.0% 0 -0.1 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
Edgestream Partners, L.P. CIK 0001535061 0.020 936 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.079 1191 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wallace Advisory Group, LLC CIK 0001932645 0.113 134 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
MARTIN CURRIE LTD CIK 0001094499 0.000 0 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WESTFIELD CAPITAL MANAGEMENT CO LP CIK 0001177719 0.519 278 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
HM PAYSON & CO CIK 0000928052 0.806 1139 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
TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nebula Research & Development LLC CIK 0001792635 0.000 0 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Optiver Holding B.V. CIK 0001859606 0.114 2337 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAXTON ASSOCIATES LLP CIK 0002051323 0.260 728 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
USA FINANCIAL FORMULAS CIK 0001633716 0.000 437 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MARK SHEPTOFF FINANCIAL PLANNING, LLC CIK 0001607355 0.369 513 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NOMURA HOLDINGS INC (NMR, NRSCF) CIK 0001163653 0.245 1093 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Optivise Advisory Services LLC CIK 0002042876 0.055 227 0.0 0.0% 0 -0.1 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
AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PICTON MAHONEY ASSET MANAGEMENT CIK 0001539041 0.447 1346 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. CIK 0001536186 0.009 625 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Quarry LP CIK 0001965207 0.031 2367 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 +0.0 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
Private Advisory Group LLC CIK 0001632965 0.257 287 0.0 0.0% 0 -0.1 pp -0.1 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
WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ANB BANK CIK 0002067126 0.446 127 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Trexquant Investment LP CIK 0001633445 0.115 1625 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 0.925 1050 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Beacon Harbor Wealth Advisors, Inc. CIK 0001784093 0.062 70 0.0 0.0% 0 -1.3 pp +0.0 pp +0.0 pp +0.0 pp
111 Capital CIK 0002060412 0.025 488 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Dakota Wealth Management CIK 0001631353 0.544 771 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CIBC WORLD MARKETS CORP CIK 0001056527 0.000 0 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Yarbrough Capital, LLC CIK 0001767686 0.931 88 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Summit Global Investments CIK 0001697953 0.729 523 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Entropy Technologies, LP CIK 0001976151 0.010 929 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORGES BANK CIK 0001374170 0.994 1617 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
READYSTATE ASSET MANAGEMENT LP CIK 0001900923 0.035 509 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
Capitolis Liquid Global Markets LLC CIK 0001960050 0.597 317 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
AXA S.A. CIK 0000898427 0.038 46 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pinnacle Wealth Management, LLC CIK 0001911464 0.595 31 0.0 0.0% 0 -1.3 pp +0.0 pp +0.0 pp +0.0 pp
CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
ALGERT GLOBAL LLC CIK 0001275218 0.156 1234 0.0 0.0% 0 -0.4 pp -0.2 pp -0.2 pp +0.0 pp
Harvest Fund Management Co., Ltd CIK 0001694126 0.484 455 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Global IMC LLC CIK 0001741619 0.000 11 0.0 0.0% 0 -1.5 pp +0.0 pp +0.0 pp +0.0 pp
Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Gibbs Wealth Management CIK 0002081110 0.167 430 0.0 0.0% 0 +0.0 pp -0.2 pp -0.1 pp +0.0 pp
Baader Bank Aktiengesellschaft CIK 0001542629 0.269 391 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Global Endowment Management, LP CIK 0001512237 0.755 72 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Versor Investments LP CIK 0001650301 0.000 27 0.0 0.0% 0 -0.3 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 +0.0 pp +0.0 pp +0.0 pp
Pacific Point Advisors, LLC CIK 0002056976 0.142 129 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Garde Capital, Inc. CIK 0001616328 0.622 224 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CASTLEARK MANAGEMENT LLC CIK 0001106832 0.341 309 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
TOWNSQUARE CAPITAL LLC CIK 0001761755 0.284 284 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TEXAS PERMANENT SCHOOL FUND CORP CIK 0001223779 0.940 15 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Aquatic Capital Management LLC CIK 1803916 0.018 1209 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
BANTAMAC CAPITAL, LLC CIK 0001794972 0.485 70 0.0 0.0% 0 -0.3 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
TWO SIGMA ADVISERS, LP CIK 0001478735 0.000 0 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
Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 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 LRN). Qtrs Held counts distinct quarters this fund has actually held LRN (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its LRN position size. Δ columns are the percentage-point change in LRN'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