Signals

← Signals

☆LULU

1440 in-universe funds with a nonzero position in LULU within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#607
Score / z0.269 / 0.31
Consensus261.13 over 486 funds
Momentumno 12m return

Price & positioning

226 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

Negative / total0 / 4
FiledFormItems
2026-09-14 8-K 5.02, 5.03, 9.01
2026-09-03 8-K 2.02, 9.01
2026-08-13 8-K 8.01
2026-06-26 8-K 5.02, 5.07
2026-06-04 8-K 2.02, 9.01
2026-05-27 8-K 1.01, 7.01, 9.01
2026-04-28 8-K 5.02, 7.01, 9.01
2026-04-22 8-K 5.02, 7.01, 9.01
2026-03-17 8-K 2.02, 9.01
2026-03-17 8-K 5.02, 7.01, 9.01
Showing the 10 most recent.

Ownership

13D / 13G / dilution0 / 0 / 0

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 ▾
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 1,010.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆VANGUARD CAPITAL MANAGEMENT LLC CIK 0002100119 0.000 4092 779.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VANGUARD PORTFOLIO MANAGEMENT LLC CIK 0002100121 0.000 3141 576.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 515.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FEDERATED HERMES, INC. (FHI) CIK 0001056288 0.708 2038 413.9 0.6% 5 -0.2 pp +0.6 pp +0.6 pp +0.5 pp
☆GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 337.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 266.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PeakShares LLC CIK 0002113507 0.881 122 251.8 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆FIL Ltd CIK 0000318989 0.878 1140 231.3 0.2% 5 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆FLOSSBACH VON STORCH SE CIK 0001575677 0.913 105 207.4 0.9% 5 -0.4 pp -0.6 pp -0.4 pp -0.7 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 184.8 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 150.2 0.0% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 123.0 0.1% 5 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 122.7 0.1% 5 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆NORGES BANK CIK 0001374170 0.994 1617 117.8 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 111.7 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 107.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 106.1 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 104.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 103.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.2 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 101.5 0.0% 5 -0.1 pp +0.0 pp +0.0 pp -0.0 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 100.7 0.0% 6 -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 93.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 88.1 0.1% 5 -0.1 pp -0.2 pp -0.5 pp -0.1 pp
☆BARROW HANLEY MEWHINNEY & STRAUSS LLC CIK 0000313028 0.681 369 82.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 80.6 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆JACOBS LEVY EQUITY MANAGEMENT, INC CIK 0000884414 0.610 934 79.5 0.3% 2 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 77.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 73.8 0.0% 5 -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 70.2 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 68.0 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆VANGUARD FIDUCIARY TRUST CO CIK 0000933478 0.000 4076 67.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 62.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 60.9 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 59.4 0.1% 5 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆M&G Plc CIK 0001802539 0.820 370 55.6 0.3% 5 +0.1 pp -0.0 pp -0.0 pp -0.0 pp
☆Amundi CIK 0001330387 0.000 1 51.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 49.9 0.0% 5 -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 49.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 47.2 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MARSHALL WACE, LLP CIK 0001318757 0.756 2719 43.4 0.0% 5 -0.1 pp -0.4 pp -0.0 pp +0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 43.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CAISSE DE DEPOT ET PLACEMENT DU QUEBEC CIK 0000898286 0.799 705 42.7 0.1% 5 -0.1 pp -0.2 pp -0.1 pp -0.1 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 40.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 40.6 0.1% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆VOLORIDGE INVESTMENT MANAGEMENT, LLC CIK 0001556921 0.111 784 39.6 0.2% 1 +0.2 pp +0.2 pp +0.1 pp +0.2 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 36.2 0.0% 5 -0.0 pp -0.1 pp -0.1 pp -0.0 pp
☆Nuveen, LLC CIK 0001871926 0.966 3735 35.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆VR Advisory Services Ltd CIK 0001348145 0.539 43 35.3 3.1% 3 +0.4 pp -1.6 pp +3.1 pp +3.1 pp
☆Squarepoint Ops LLC CIK 0001642575 0.419 2729 34.8 0.1% 5 -0.1 pp -0.2 pp -0.2 pp +0.0 pp
☆Quinn Opportunity Partners LLC CIK 0001633275 0.161 353 33.6 1.6% 5 +0.9 pp +0.8 pp +0.5 pp +1.1 pp
☆Swiss National Bank CIK 0001582202 0.961 2301 32.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LETKO, BROSSEAU & ASSOCIATES INC CIK 0001297496 0.766 112 31.1 0.5% 5 +0.0 pp -0.1 pp -0.1 pp +0.2 pp
☆Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 30.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Mitsubishi UFJ Asset Management Co., Ltd. CIK 0001466546 0.961 1659 28.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 27.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Vanguard Global Advisers, LLC CIK 0001811242 0.000 3638 27.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Walleye Trading LLC CIK 0001388391 0.179 946 27.2 0.4% 5 -0.4 pp -0.6 pp -0.1 pp -0.7 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 27.2 0.0% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆RWWM, Inc. CIK 0001507683 0.886 40 26.9 2.0% 2 +1.2 pp +2.0 pp +2.0 pp +2.0 pp
☆BNP Paribas Asset Management Holding S.A. CIK 1520354 0.898 2257 26.0 0.0% 3 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Grantham, Mayo, Van Otterloo & Co. LLC CIK 0001352662 0.919 661 24.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 24.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CAPITAL FUND MANAGEMENT S.A. CIK 0001323645 0.109 945 24.4 0.2% 1 +0.2 pp +0.0 pp -0.1 pp +0.2 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 24.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 23.1 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆VANGUARD ASSET MANAGEMENT, Ltd CIK 0001680208 0.000 2447 22.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 22.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆CAPSTONE INVESTMENT ADVISORS, LLC CIK 0001426196 0.598 942 21.6 0.1% 5 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 21.5 0.0% 5 -0.0 pp -0.1 pp +0.0 pp -0.0 pp
☆BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 21.2 0.0% 6 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆PFA Pension, Forsikringsaktieselskab CIK 0001730073 0.831 419 19.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 19.1 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆KLP KAPITALFORVALTNING AS CIK 0001717443 0.875 2141 18.3 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 18.0 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.3 pp
☆Capula Management Ltd CIK 0001557017 0.914 303 17.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆EASTERLY INVESTMENT PARTNERS LLC CIK 0001766150 0.402 252 16.5 0.8% 5 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 15.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BANCO BILBAO VIZCAYA ARGENTARIA, S.A. (BBVA, BBVXF) CIK 0000842180 0.816 733 15.3 0.1% 5 +0.0 pp +0.1 pp +0.0 pp +0.0 pp
☆PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 15.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CANTOR FITZGERALD, L. P. CIK 0001024896 0.265 252 15.2 0.3% 3 +0.1 pp +0.2 pp +0.3 pp +0.3 pp
☆Giverny Capital Inc. CIK 0001641864 0.751 51 14.7 0.5% 6 -0.3 pp -0.5 pp -0.3 pp -0.7 pp
☆Rule One Partners, LLC CIK 0002040263 0.586 9 14.6 15.7% 5 -0.2 pp -10.4 pp -0.9 pp +6.6 pp
☆Zuckerman Investment Group, LLC CIK 0001423296 0.581 138 14.3 1.2% 5 +0.1 pp -0.2 pp +0.0 pp +0.2 pp
☆Chescapmanager LLC CIK 0001697162 0.734 21 14.3 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Man Group plc CIK 0001637460 0.631 2032 14.2 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 14.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆ROCKLAND TRUST CO CIK 0000084616 0.642 317 13.4 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Assenagon Asset Management S.A. CIK 0001546007 0.731 1145 13.0 0.0% 5 -0.0 pp -0.1 pp -0.0 pp -0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 12.7 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 12.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 11.7 0.0% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 11.7 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Ensign Peak Advisors, Inc CIK 0001454984 0.904 1724 11.6 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ADAGE CAPITAL PARTNERS GP, L.L.C. CIK 0001165408 0.839 1002 10.7 0.0% 5 -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 10.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AVIVA PLC CIK 0001140022 0.925 854 10.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Elgethun Capital Management CIK 0001638022 0.537 174 9.9 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 9.6 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LOS ANGELES CAPITAL MANAGEMENT LLC CIK 0001177206 0.474 2324 9.4 0.0% 5 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Aberdeen Group plc CIK 0001716774 0.934 934 9.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BRIGHT ROCK CAPITAL MANAGEMENT, LLC CIK 0001509973 0.259 73 9.1 1.8% 5 +0.6 pp +1.4 pp +1.1 pp +1.6 pp
☆VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 8.9 0.0% 5 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
☆Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 8.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NATIXIS CIK 0001274981 0.561 1107 7.8 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆ING GROEP NV (ING, INGVF) CIK 0001039765 0.612 514 7.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Swiss Life Asset Management Ltd CIK 0001637689 0.827 1641 7.7 0.0% 7 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Holocene Advisors, LP CIK 0001700574 0.334 782 7.7 0.0% 4 -0.0 pp -0.3 pp -0.0 pp +0.0 pp
☆Walleye Capital LLC CIK 0001758720 0.283 1924 7.7 0.0% 5 -0.0 pp -0.3 pp -0.0 pp -0.4 pp
☆Mitsubishi UFJ Trust & Banking Corp CIK 0001462160 0.869 1541 7.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 7.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Stelac Advisory Services LLC CIK 0001519676 0.375 168 7.5 1.4% 5 -0.2 pp -1.2 pp +0.3 pp +1.1 pp
☆CREDIT AGRICOLE S A CIK 0001191672 0.867 1114 7.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund CIK 0001730896 0.655 184 7.5 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆Candriam S.C.A. CIK 0001537014 0.787 677 7.4 0.0% 5 -0.1 pp -0.0 pp -0.1 pp -0.1 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 7.3 0.0% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆APG Asset Management N.V. CIK 0001434819 0.814 493 7.2 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆WORLDQUANT MILLENNIUM ADVISORS LLC CIK 0001745981 0.413 702 7.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 6.7 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CAXTON ASSOCIATES LLP CIK 0002051323 0.260 728 6.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Allianz Asset Management GmbH CIK 0001535323 0.869 1564 6.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 6.5 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 6.4 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Swedbank AB CIK 0000946431 0.941 696 6.4 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 6.3 0.0% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Leonteq Securities AG CIK 0001535950 0.270 1190 6.3 0.4% 7 +0.2 pp +0.4 pp +0.1 pp +0.2 pp
☆DANSKE BANK A/S CIK 0000800177 0.902 1138 6.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆ALGERT GLOBAL LLC CIK 0001275218 0.156 1234 6.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 6.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Vontobel Holding Ltd. CIK 0001588340 0.633 1197 6.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆INTECH INVESTMENT MANAGEMENT LLC CIK 0001086318 0.632 2110 6.1 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 6.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 6.0 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 6.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 5.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Vanguard Investments Australia, Ltd. CIK 0001550100 0.000 2370 5.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Chevy Chase Trust Holdings, LLC CIK 0001462020 0.909 649 5.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆OCCUDO QUANTITATIVE STRATEGIES LP CIK 0001819697 0.010 748 5.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Marex Group Ltd (MRX) CIK 0001997464 0.247 955 5.7 0.0% 7 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Winthrop Advisory Group LLC CIK 0001739043 0.835 226 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 -0.1 pp
☆Evelyn Partners Investment Management LLP CIK 0002065206 0.733 410 0.0 0.0% 0 +0.0 pp +0.0 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
☆PITTENGER & ANDERSON INC CIK 0001034886 0.550 507 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Dorsey & Whitney Trust CO LLC CIK 0001384042 0.505 730 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Beck Bode, LLC CIK 0001790548 0.122 104 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -2.0 pp
☆Midwest Capital Advisors, LLC CIK 0002026480 0.399 210 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆Strategic Advocates LLC CIK 0001991340 0.000 260 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Empirical Asset Management, LLC CIK 0001926596 0.100 448 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
☆KPP Advisory Services LLC CIK 0001989349 0.344 361 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆Diamond Hill Capital Management, LLC (Investment Advisor) CIK 0001217541 0.718 186 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -1.3 pp
☆Schear Investment Advisers, LLC CIK 0001962838 0.282 83 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.4 pp
☆Wealth Science Advisors LLC CIK 0002083087 0.266 97 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DoubleLine ETF Adviser LP CIK 0001959989 0.029 170 0.0 0.0% 0 -0.1 pp -0.2 pp +0.0 pp -0.2 pp
☆Investment Partners Asset Management, Inc. CIK 0001384416 0.212 168 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Boston Partners CIK 0001386060 0.833 802 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆BAYPOINTE PARTNERS LLC CIK 0002044734 0.000 15 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -8.4 pp
☆CBIZ Investment Advisory Services, LLC CIK 0001795934 0.978 415 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆PBU - The Pension Fund of Early Childhood & Youth Educators CIK 0002103310 0.321 124 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆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
☆Knollwood Investment Advisory, LLC CIK 0001999346 0.406 270 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Eagle Strategies LLC CIK 0001907666 0.384 273 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 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
☆Evelyn Partners Investment Management Services Ltd CIK 0002065205 0.390 281 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆J.Safra Asset Management Corp CIK 0001535293 0.824 633 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Marathon Trading Investment Management LLC CIK 0001572748 0.000 141 0.0 0.0% 0 +0.0 pp +0.0 pp -1.0 pp +0.0 pp
☆SOA Wealth Advisors, LLC. CIK 0001849444 0.541 892 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆RB Capital Management, LLC CIK 0001695582 0.450 201 0.0 0.0% 0 -0.2 pp -0.2 pp -0.3 pp -0.5 pp
☆SANDERS MORRIS HARRIS LLC CIK 0001053994 0.000 75 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Southpoint Capital Advisors LP CIK 0001319998 0.396 33 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -4.5 pp
☆Evergreen Private Wealth LLC CIK 0002010098 0.277 89 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
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 LULU). Qtrs Held counts distinct quarters this fund has actually held LULU (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its LULU position size. Δ columns are the percentage-point change in LULU'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