Signals

LRNZ

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

Flow ranking

Rank#19283
Score / z0.000 / -0.02
Consensus11.47 over 19 funds
Momentumnot computed

Price & positioning

227 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)
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
Mid-American Wealth Advisory Group, Inc. CIK 0001911264 0.071 66 1.1 0.4% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Brookstone Capital Management CIK 0001599584 0.472 1305 1.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Authentikos Wealth Advisory, LLC CIK 0001967054 0.172 72 0.9 0.6% 5 +0.1 pp +0.2 pp +0.3 pp +0.3 pp
WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 0.9 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sloy Dahl & Holst, LLC CIK 0001690295 0.891 122 0.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Acorn Wealth Advisors, LLC CIK 0001730610 0.229 303 0.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Weaver Consulting Group CIK 0001780055 0.312 297 0.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Continuum Advisory, LLC CIK 0001846532 0.320 1986 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Independence Wealth Advisors, LLC CIK 0002001765 0.173 85 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BROWN ADVISORY INC CIK 0001345929 0.906 1447 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 0.2 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Triumph Capital Management CIK 0001730765 0.195 1861 0.1 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.1 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 0.0 0.0% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Carolina Wealth Advisors, LLC CIK 0001786411 0.269 278 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 0.0 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.0 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kingdom Financial Group LLC. CIK 0001962236 0.603 855 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
VALLEY NATIONAL ADVISERS INC CIK 0000773411 0.521 1056 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
THRIVENT FINANCIAL FOR LUTHERANS CIK 0000314984 0.040 2589 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 -0.1 pp
MAI Capital Management CIK 0001040197 0.725 1889 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sunbelt Securities, Inc. CIK 0001632932 0.451 2954 0.0 0.0% 0 -0.0 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
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
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 LRNZ). Qtrs Held counts distinct quarters this fund has actually held LRNZ (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its LRNZ position size. Δ columns are the percentage-point change in LRNZ'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