Signals

LULU

1373 in-universe funds with a nonzero position in LULU within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#22952
Score / z-0.328 / -0.32
Consensus296.76 over 548 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interest-4% / 1.2d

Forensics

Issuance as of 2026Q2
Accrual ratio-0.005
F-score5
M-score-2.32
Net issuance120.5%

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)
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 1,454.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 692.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
FMR LLC CIK 0000315066 0.989 5571 658.9 0.0% 4 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 473.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
FEDERATED HERMES, INC. (FHI) CIK 0001056288 0.708 2038 459.7 0.7% 4 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
FLOSSBACH VON STORCH SE CIK 0001575677 0.913 105 284.4 1.3% 4 -0.2 pp -0.0 pp -0.3 pp +1.3 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 279.8 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 278.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 223.3 0.1% 4 +0.1 pp +0.1 pp +0.0 pp +0.1 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 184.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 161.9 0.2% 4 -0.3 pp +0.1 pp +0.2 pp +0.2 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 154.3 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 151.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 150.6 0.2% 4 -0.0 pp -0.4 pp +0.0 pp +0.2 pp
VIKING GLOBAL INVESTORS LP CIK 0001103804 0.557 90 150.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 148.6 0.2% 4 +0.0 pp -0.0 pp +0.1 pp +0.2 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 132.9 0.0% 4 -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 129.6 0.0% 5 -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 125.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 109.2 0.0% 4 +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 106.9 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Amundi CIK 0001330387 0.000 1 102.7 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC CIK 0000898286 0.799 705 96.4 0.2% 4 -0.1 pp -0.1 pp -0.0 pp +0.2 pp
VANGUARD FIDUCIARY TRUST CO CIK 0000933478 0.000 4076 93.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 91.7 0.2% 2 -0.2 pp +0.2 pp -0.2 pp +0.2 pp
LOS ANGELES CAPITAL MANAGEMENT LLC CIK 0001177206 0.474 2324 91.6 0.4% 4 +0.4 pp +0.3 pp +0.3 pp +0.4 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 89.5 0.1% 4 -0.0 pp -0.1 pp +0.0 pp +0.1 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 88.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 88.8 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 87.2 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
BNP Paribas Asset Management Holding S.A. CIK 1520354 0.898 2257 86.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 83.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 73.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 73.6 0.0% 4 -0.0 pp -0.1 pp -0.0 pp +0.0 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 72.6 0.0% 6 -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 67.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Squarepoint Ops LLC CIK 0001642575 0.419 2729 62.2 0.1% 4 -0.2 pp -0.2 pp +0.1 pp +0.1 pp
Nuveen, LLC CIK 0001871926 0.966 3735 59.7 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 58.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 58.1 0.0% 4 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 52.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Gotham Asset Management, LLC CIK 0001510387 0.825 1791 50.4 0.2% 4 -0.1 pp +0.1 pp +0.1 pp +0.2 pp
Swiss National Bank CIK 0001582202 0.961 2301 47.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 47.2 0.0% 4 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 47.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
M&G Plc CIK 0001802539 0.820 370 43.3 0.2% 4 -0.1 pp -0.1 pp -0.1 pp +0.2 pp
Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 41.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 40.5 0.0% 4 -0.1 pp -0.0 pp -0.0 pp +0.0 pp
CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 39.8 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mitsubishi UFJ Asset Management Co., Ltd. CIK 0001466546 0.961 1659 38.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Vanguard Global Advisers, LLC CIK 0001811242 0.000 3638 36.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Walleye Trading LLC CIK 0001388391 0.179 946 35.9 0.7% 4 -0.2 pp +0.3 pp -0.3 pp +0.7 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 35.8 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 31.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 29.1 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
LETKO, BROSSEAU & ASSOCIATES INC CIK 0001297496 0.766 112 28.1 0.5% 4 -0.1 pp -0.1 pp +0.2 pp +0.5 pp
VANGUARD ASSET MANAGEMENT, Ltd CIK 0001680208 0.000 2447 27.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Assenagon Asset Management S.A. CIK 0001546007 0.731 1145 26.8 0.0% 4 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 26.0 0.0% 4 -0.0 pp -0.1 pp -0.3 pp +0.0 pp
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 25.9 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 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 25.2 0.0% 4 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 24.9 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 24.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 24.2 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
VR Advisory Services Ltd CIK 0001348145 0.539 43 22.8 2.7% 2 -2.0 pp +2.7 pp +2.7 pp +2.7 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 22.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 22.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CAPSTONE INVESTMENT ADVISORS, LLC CIK 0001426196 0.598 942 22.1 0.2% 4 +0.1 pp +0.0 pp +0.1 pp +0.2 pp
Giverny Capital Inc. CIK 0001641864 0.751 51 21.8 0.8% 5 -0.2 pp +0.0 pp -0.4 pp -0.7 pp
DANSKE BANK A/S CIK 0000800177 0.902 1138 21.7 0.1% 2 +0.0 pp +0.1 pp +0.0 pp -0.0 pp
IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 21.6 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 20.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Candriam S.C.A. CIK 0001537014 0.787 677 20.5 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 20.5 0.0% 4 -0.1 pp +0.0 pp -0.0 pp +0.0 pp
Grantham, Mayo, Van Otterloo & Co. LLC CIK 0001352662 0.919 661 19.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 19.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Ensign Peak Advisors, Inc CIK 0001454984 0.904 1724 18.9 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
KLP KAPITALFORVALTNING AS CIK 0001717443 0.875 2141 18.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
NATIXIS CIK 0001274981 0.561 1107 18.5 0.1% 4 +0.1 pp +0.0 pp +0.0 pp +0.1 pp
Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 16.6 0.0% 4 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 16.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rule One Partners, LLC CIK 0002040263 0.586 9 16.0 15.9% 4 -10.2 pp -0.7 pp +6.8 pp +15.9 pp
ROCKLAND TRUST CO CIK 0000084616 0.642 317 15.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Mariner, LLC CIK 0001373442 0.925 3517 15.2 0.0% 4 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Waratah Capital Advisors Ltd. CIK 0001539919 0.040 107 14.9 1.3% 2 +0.3 pp +1.3 pp +1.3 pp +1.3 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 14.8 0.0% 4 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
Mitsubishi UFJ Trust & Banking Corp CIK 0001462160 0.869 1541 14.7 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
ADAGE CAPITAL PARTNERS GP, L.L.C. CIK 0001165408 0.839 1002 14.6 0.0% 4 -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 14.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
CWM, LLC CIK 0001535847 0.788 5645 14.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quinn Opportunity Partners LLC CIK 0001633275 0.161 353 13.6 0.7% 4 -0.0 pp -0.3 pp +0.2 pp +0.7 pp
Boston Trust Walden Corp CIK 0001534866 0.673 396 13.5 0.1% 4 -0.1 pp -0.0 pp -0.1 pp +0.1 pp
Korea Investment CORP CIK 0001441689 0.896 677 13.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
INTERCAPITAL, LLC CIK 0002108411 0.060 64 13.3 7.4% 1 +7.4 pp +7.4 pp +7.4 pp +7.4 pp
AVIVA PLC CIK 0001140022 0.925 854 13.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
IMC-Chicago, LLC CIK 0001452861 0.075 1554 13.2 0.2% 3 -0.2 pp -1.0 pp +0.2 pp +0.2 pp
LPL Financial LLC CIK 0001403438 0.957 5996 13.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Aberdeen Group plc CIK 0001716774 0.934 934 12.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Engineers Gate Manager LP CIK 0001620220 0.031 2192 12.7 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 12.6 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 12.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Holocene Advisors, LP CIK 0001700574 0.334 782 12.5 0.0% 3 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 12.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
FRONTIER CAPITAL MANAGEMENT CO LLC CIK 0000351173 0.365 300 11.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Quadrature Capital Ltd CIK 0001651424 0.000 1542 11.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Zuckerman Investment Group, LLC CIK 0001423296 0.581 138 11.6 1.1% 4 -0.3 pp -0.1 pp +0.1 pp +1.1 pp
PACIFIC HEIGHTS ASSET MANAGEMENT LLC CIK 0001323414 0.720 77 11.5 0.4% 4 -0.2 pp -0.1 pp -0.2 pp +0.4 pp
RWWM, Inc. CIK 0001507683 0.886 40 11.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
CIDEL ASSET MANAGEMENT INC CIK 0001621915 0.312 480 11.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 11.0 0.0% 1 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 10.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Walleye Capital LLC CIK 0001758720 0.283 1924 10.8 0.1% 4 -0.3 pp -0.0 pp -0.3 pp +0.1 pp
PFA Pension, Forsikringsaktieselskab CIK 0001730073 0.831 419 10.7 0.0% 1 +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 10.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Empowered Funds, LLC CIK 0001592828 0.549 2112 10.2 0.1% 4 +0.1 pp -0.0 pp +0.1 pp +0.1 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 10.2 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND CIK 0001540880 0.830 525 9.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 9.7 0.0% 4 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
Tyro Capital Management LLC CIK 0001915395 0.199 15 9.6 2.4% 2 -1.2 pp +2.4 pp +2.4 pp +2.4 pp
NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 9.4 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 9.0 0.0% 5 -0.3 pp +0.0 pp -0.0 pp +0.0 pp
Swedbank AB CIK 0000946431 0.941 696 8.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Creative Planning CIK 0001540235 0.979 4196 8.8 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 8.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
INTECH INVESTMENT MANAGEMENT LLC CIK 0001086318 0.632 2110 8.7 0.1% 4 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 8.7 0.3% 5 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 8.3 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Vanguard Investments Australia, Ltd. CIK 0001550100 0.000 2370 8.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Robeco Institutional Asset Management B.V. CIK 0001418773 0.892 837 8.1 0.0% 4 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 8.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Chevy Chase Trust Holdings, LLC CIK 0001462020 0.909 649 8.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Edgestream Partners, L.P. CIK 0001535061 0.020 936 8.0 0.3% 3 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
Stelac Advisory Services LLC CIK 0001519676 0.375 168 8.0 1.6% 4 -1.0 pp +0.5 pp +1.4 pp +1.6 pp
EASTERLY INVESTMENT PARTNERS LLC CIK 0001766150 0.402 252 8.0 0.6% 4 -0.1 pp -0.1 pp -0.0 pp +0.6 pp
PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 7.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Woodson Capital Management, LP CIK 0001697848 0.331 26 7.7 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
ROYAL LONDON ASSET MANAGEMENT LTD CIK 0000863748 0.921 678 7.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 7.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
WINSLOW ASSET MANAGEMENT INC CIK 0001286534 0.536 82 7.4 1.4% 4 -0.4 pp -0.2 pp -1.0 pp +1.4 pp
Man Group plc CIK 0001637460 0.631 2032 7.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Illinois Municipal Retirement Fund CIK 0001541910 0.534 1120 7.4 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
Asset Management One Co., Ltd. CIK 0001068855 0.899 957 7.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 7.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 7.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 6.9 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Daiwa Securities Group Inc. (DSECF, DSEEY) CIK 0001481045 0.897 1126 6.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Icon Wealth Advisors, LLC CIK 0001963212 0.472 420 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
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Shorepath Capital Management LLC CIK 0002012685 0.398 23 0.0 0.0% 0 +0.0 pp +0.0 pp -1.1 pp +0.0 pp
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Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
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Rockbridge Asset Management LLC CIK 0002056320 0.670 30 0.0 0.0% 0 +0.0 pp -0.2 pp -0.3 pp +0.0 pp
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Greenland Capital Management LP CIK 0001896430 0.029 237 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
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Marathon Trading Investment Management LLC CIK 0001572748 0.000 141 0.0 0.0% 0 +0.0 pp -1.0 pp +0.0 pp +0.0 pp
Pacer Advisors, Inc. CIK 0001616667 0.000 2582 0.0 0.0% 0 +0.0 pp -0.2 pp -0.0 pp +0.0 pp
DJE Kapital AG CIK 0001659196 0.349 124 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
GREAT LAKES ADVISORS, LLC CIK 0001078013 0.638 825 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Riverbend Wealth Management, LLC CIK 0002055570 0.164 173 0.0 0.0% 0 -0.2 pp -0.2 pp -0.3 pp +0.0 pp
ExodusPoint Capital Management, LP CIK 0001736225 0.000 1411 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Union Bancaire Privee, UBP SA CIK 0001716607 0.766 490 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Capital Markets Trading UK LLP CIK 0001719165 0.000 87 0.0 0.0% 0 -0.2 pp +0.0 pp -0.6 pp +0.0 pp
Stephens Consulting, LLC CIK 0001961632 0.746 476 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
MANE GLOBAL CAPITAL MANAGEMENT LP CIK 0001856155 0.000 54 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
Laurel Wealth Advisors LLC CIK 0001757128 0.723 200 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lind Value II ApS CIK 0001891185 0.876 7 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
CIGNA INVESTMENTS INC /NEW CIK 0000049969 0.416 480 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Bell Asset Management Ltd CIK 0001681004 0.268 63 0.0 0.0% 0 +0.0 pp -0.7 pp -0.6 pp +0.0 pp
Parallax Volatility Advisers, L.P. CIK 0001521001 0.043 648 0.0 0.0% 0 +0.0 pp -0.1 pp -0.0 pp +0.0 pp
Venture Visionary Partners LLC CIK 0001792283 0.558 673 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Diamond Hill Capital Management, LLC (Investment Advisor) CIK 0001217541 0.718 186 0.0 0.0% 0 +0.0 pp -0.1 pp -1.3 pp +0.0 pp
FULTON BANK, N.A. CIK 0000883782 0.643 694 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Claro Advisors Inc. CIK 0001764386 0.389 533 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
NEW YORK STATE TEACHERS RETIREMENT SYSTEM CIK 0000314969 0.106 1631 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Binnacle Investments Inc CIK 0002060308 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
B. Riley Wealth Advisors, Inc. CIK 0001464811 0.381 831 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
FourThought Financial Partners, LLC CIK 0001956790 0.405 393 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Farringdon Capital, Ltd. CIK 0001750980 0.000 184 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Brevan Howard Capital Management LP CIK 0001512857 0.000 1914 0.0 0.0% 0 -0.1 pp -0.0 pp -0.0 pp +0.0 pp
Gallacher Capital Management LLC CIK 0001960749 0.020 258 0.0 0.0% 0 -0.1 pp -0.1 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
LOGAN CAPITAL MANAGEMENT INC CIK 0001121330 0.754 443 0.0 0.0% 0 -0.2 pp -0.2 pp -0.3 pp +0.0 pp
T. Rowe Price Investment Management, Inc. CIK 0001897612 0.034 738 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
SUMMIT SECURITIES GROUP LLC CIK 0001531593 0.031 910 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Harvest Fund Management Co., Ltd CIK 0001694126 0.484 455 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
KRS Capital Management, LLC CIK 0001910876 0.366 124 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Kaizen Financial Strategies CIK 0001842013 0.281 170 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Davidson Capital Management Inc. CIK 0001808748 0.604 96 0.0 0.0% 0 +0.0 pp -0.0 pp -0.5 pp +0.0 pp
MOODY NATIONAL BANK TRUST DIVISION CIK 0001092903 0.436 496 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Carl P. Sherr & Co., LLC CIK 0001818535 0.379 134 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Concentric Capital Strategies, LP CIK 0001851869 0.147 304 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
WOLVERINE TRADING, LLC CIK 0000927337 0.109 1566 0.0 0.0% 0 +0.0 pp -0.2 pp -0.1 pp +0.0 pp
Capital Advisors Wealth Management, LLC CIK 0001824700 0.573 228 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Freestone Capital Holdings, LLC CIK 0001470876 0.771 584 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
High Note Wealth, LLC CIK 0001807283 0.548 959 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
PINEBRIDGE INVESTMENTS, L.P. CIK 0001531721 0.734 524 0.0 0.0% 0 +0.0 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
Tortoise Investment Management, LLC CIK 0001599511 0.615 252 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Global X Japan Co., Ltd. CIK 0002027450 0.619 390 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Headwater Capital Co Ltd CIK 0002036346 0.514 14 0.0 0.0% 0 +0.0 pp +0.0 pp -4.4 pp +0.0 pp
ZynergyRetirementPlanningLLC CIK 0002031137 0.861 26 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
READYSTATE ASSET MANAGEMENT LP CIK 0001900923 0.035 509 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
AlpenGlobal Capital LLC CIK 0002062492 0.405 35 0.0 0.0% 0 +0.0 pp +0.0 pp -2.3 pp -3.2 pp
RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
United Asset Strategies, Inc. CIK 0001539948 0.466 259 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Aviso Financial Inc. CIK 0002033534 0.665 273 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Absolute Gestao de Investimentos Ltda. CIK 0001622610 0.000 34 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 pp +0.0 pp
Lineweaver Wealth Advisors, LLC CIK 0001797873 0.523 181 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
Csenge Advisory Group CIK 0001715593 0.550 760 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Capricorn Fund Managers Ltd CIK 0001901361 0.009 167 0.0 0.0% 0 +0.0 pp +0.0 pp -1.5 pp +0.0 pp
Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Daiichi Life Insurance Co., Ltd. CIK 0001697728 0.480 470 0.0 0.0% 0 -0.0 pp -0.0 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
Peloton Wealth Strategists CIK 0001080132 0.245 91 0.0 0.0% 0 +0.0 pp -0.6 pp -1.3 pp +0.0 pp
FORTE CAPITAL LLC /ADV CIK 0001022314 0.489 239 0.0 0.0% 0 +0.0 pp +0.0 pp -0.9 pp +0.0 pp
PRELUDE CAPITAL MANAGEMENT, LLC CIK 0001387508 0.030 1171 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Capitolis Liquid Global Markets LLC CIK 0001960050 0.598 317 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 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
SIERRA OCEAN, LLC CIK 0002051715 0.582 72 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
AG2R LA MONDIALE GESTION D'ACTIFS CIK 0002047606 0.632 342 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Wealth Advisors of Tampa Bay, LLC CIK 0001715228 0.330 94 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp +0.0 pp
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
COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Junto Capital Management LP CIK 0001595880 0.030 80 0.0 0.0% 0 -0.6 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 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 (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — 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