Signals

← Signals

☆LVHI

222 in-universe funds with a nonzero position in LVHI within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#19464
Score / z0.000 / -0.02
Consensus90.00 over 178 funds
Momentumnot computed

Price & positioning

226 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)
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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 ▾
☆LPL Financial LLC CIK 0001403438 0.957 5996 257.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 118.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 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 105.7 0.0% 3 +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 91.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 84.6 0.2% 1 +0.2 pp +0.2 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 72.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 63.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 54.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 52.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 45.8 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 39.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 37.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FMR LLC CIK 0000315066 0.989 5571 36.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 31.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 31.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 30.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 25.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 24.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Insight Wealth Strategies, LLC CIK 0001749914 0.080 182 23.5 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 23.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 22.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Frontier Asset Management, LLC CIK 0001910146 0.623 90 14.8 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 14.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SK Wealth Management, LLC CIK 0001867958 0.578 80 14.2 6.1% 2 -0.6 pp +6.1 pp +6.1 pp +6.1 pp
☆Pinnacle Financial Partners Inc CIK 0001115055 0.553 459 14.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Cornerstone Wealth Group, LLC CIK 0001774879 0.483 496 11.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Cedar Mountain Advisors, LLC CIK 0001798986 0.802 1175 11.3 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 11.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 10.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 9.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 9.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 8.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 7.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 7.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Boyce & Associates Wealth Consulting, Inc. CIK 0001922884 0.423 82 6.9 6.3% 1 +6.3 pp +6.3 pp +6.3 pp +6.3 pp
☆Curran Financial Partners, LLC CIK 0001843867 0.309 140 6.8 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 6.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆TITLEIST ASSET MANAGEMENT, LLC CIK 0001977759 0.475 410 6.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 6.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 6.0 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 5.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Montis Financial, LLC CIK 0001844314 0.565 152 5.7 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 5.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 5.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIERRA OCEAN, LLC CIK 0002051715 0.582 72 5.2 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆BFSG, LLC CIK 0001706836 0.376 765 5.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Haven Private, LLC CIK 0002053665 0.243 171 4.8 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 4.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 4.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆American Alpha Advisors, LLC CIK 0002041441 0.151 91 4.3 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆Ethos Financial Group, LLC CIK 0001954242 0.258 648 4.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 4.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 3.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Lakeridge Wealth Management LLC CIK 0002012028 0.197 188 3.9 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. CIK 0001630936 0.191 80 3.8 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Plan Group Financial, LLC CIK 0001940033 0.209 243 3.8 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Algorithmic Investment Models, LLC CIK 0001806628 0.185 35 3.7 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 3.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RETIREMENT PLANNING GROUP, LLC / NY CIK 0002057004 0.314 108 3.6 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 3.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 3.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 3.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 3.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Midwest Financial Network, LLC CIK 2137280 0.120 105 3.1 3.1% 2 -0.1 pp +3.1 pp +3.1 pp +3.1 pp
☆M Holdings Securities, Inc. CIK 0001569638 0.030 148 3.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Benchmark Financial Wealth Advisors, LLC CIK 0001757706 0.471 145 3.1 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Principle Wealth Partners LLC CIK 0001743413 0.679 398 3.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 2.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KWB Wealth CIK 0001822236 0.453 169 2.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 2.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 2.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 2.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Forefront Wealth Partners, LLC CIK 0002068112 0.224 177 2.7 1.8% 2 +0.6 pp +1.8 pp +1.8 pp +1.8 pp
☆Jackson Wealth Management, LLC CIK 0001536799 0.022 86 2.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Centennial Wealth Advisory LLC CIK 0001839421 0.442 181 2.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 2.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆WealthCare Investment Partners, LLC CIK 0001908462 0.318 206 2.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 2.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 2.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 2.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cherry Creek Investment Advisors, Inc. CIK 0001877829 0.333 128 1.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆SILVERLAKE WEALTH MANAGEMENT LLC CIK 0001966026 0.250 391 1.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SHEETS SMITH WEALTH MANAGEMENT CIK 0001157436 0.386 408 1.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Balefire, LLC CIK 0001750924 0.097 475 1.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆MANNING & NAPIER ADVISORS LLC CIK 0000062039 0.541 865 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KMG FIDUCIARY PARTNERS, LLC CIK 0001773205 0.263 207 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Maia Wealth LLC CIK 0002010858 0.212 354 1.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Freestate Advisors LLC CIK 0001660328 0.717 42 1.4 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Provident Wealth Management, LLC CIK 0001799797 0.729 161 1.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆OneAscent Financial Services LLC CIK 0001780985 0.651 605 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Bay Capital Advisors, LLC CIK 0002055414 0.502 108 1.3 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Trilogy Capital Inc. CIK 0001722512 0.616 400 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RAINIER FAMILY WEALTH INC CIK 0002073596 0.283 102 1.3 1.3% 2 +0.3 pp +1.3 pp +1.3 pp +1.3 pp
☆PFG Advisors CIK 0001694435 0.248 791 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆KANE INVESTMENT MANAGEMENT, INC. CIK 0002056671 0.407 100 1.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆REGATTA CAPITAL GROUP, LLC CIK 0001911488 0.614 223 1.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Empirical Asset Management, LLC CIK 0001926596 0.100 448 1.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆L.M. KOHN & COMPANY CIK 0000870260 0.006 121 1.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 1.0 0.0% 1 +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 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aviance Capital Partners, LLC CIK 0001542383 0.490 388 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CROBAN CIK 0001694663 0.128 81 0.9 0.8% 3 -0.0 pp +0.2 pp +0.8 pp +0.8 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Efficient Advisors, LLC CIK 0001542164 0.787 58 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Shore Point Advisors, LLC CIK 0001907092 0.622 77 0.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fermata Advisors, LLC CIK 0001859259 0.280 275 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Blake Schutter Theil Wealth Advisors, LLC CIK 0002042011 0.299 110 0.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fortis Group Advisors, LLC CIK 0001815183 0.142 619 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Axis Wealth Partners, LLC CIK 0002052531 0.189 183 0.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆True Vision MN LLC CIK 0002013460 0.163 98 0.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Valued Retirements, Inc. CIK 0002044874 0.206 101 0.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ascent Group, LLC CIK 0001913231 0.508 808 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VestGen Investment Management CIK 0001511739 0.060 218 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Coppell Advisory Solutions LLC CIK 0001848433 0.000 553 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆PFG Investments, LLC CIK 0001973224 0.437 1295 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Meridian Financial Advisors, LLC CIK 0002032629 0.354 146 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Total Clarity Wealth Management, Inc. CIK 0001804909 0.110 361 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Magnus Financial Group LLC CIK 0001765216 0.574 387 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SEAVIEW INVESTMENT MANAGERS LLC CIK 0001832158 0.114 93 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Galvin, Gaustad & Stein, LLC CIK 0001840945 0.403 261 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BFI Infinity Ltd. CIK 0002043810 0.374 62 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Kovack Advisors, Inc. CIK 0001728321 0.312 1070 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rathbones Group PLC CIK 0001351991 0.902 665 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VISTA CAPITAL PARTNERS, INC. CIK 0001486946 0.930 170 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trademark Financial Management, LLC CIK 0002011736 0.282 107 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Berger Financial Group, Inc CIK 0001826136 0.633 475 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LexAurum Advisors, LLC CIK 0001729677 0.398 423 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Nova Wealth Management, Inc. CIK 0002051980 0.124 570 0.3 0.2% 2 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Ignite Planners, LLC CIK 0001849348 0.326 422 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Nautilus Advisors LLC CIK 0002083253 0.166 179 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Clarus Group, Inc. CIK 0001844568 0.654 127 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Marks Group Wealth Management, Inc CIK 0001802473 0.165 350 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creekside Partners CIK 0002035951 0.343 193 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atlas Private Wealth Advisors CIK 0001814234 0.483 139 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prosperity Financial Group, Inc. CIK 0001991334 0.164 184 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.521 555 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clear Point Advisors Inc. CIK 0002010474 0.000 93 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Atlantic Private Wealth, LLC CIK 0001893143 0.463 299 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.299 493 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SMITH, MOORE & CO. CIK 0000200724 0.514 586 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Key FInancial Inc CIK 0001801720 0.372 1356 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bank of New Hampshire CIK 0001870761 0.280 537 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Concord Wealth Partners CIK 0001814214 0.457 885 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Johnson Financial Group, Inc. CIK 0001477024 0.861 818 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HAZLETT, BURT & WATSON, INC. CIK 0000046392 0.233 899 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MPWM ADVISORY SOLUTIONS, LLC CIK 0002056693 0.441 571 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 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
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stephens Consulting, LLC CIK 0001961632 0.746 476 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MCF Advisors LLC CIK 0001602905 0.682 1403 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.674 2444 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Flaharty Asset Management, LLC CIK 0001697882 0.120 52 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisors Preferred, LLC CIK 0001598841 0.037 220 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VIRTUS ADVISERS, LLC CIK 0001587281 0.057 509 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HIGHLINE WEALTH PARTNERS LLC CIK 0002042654 0.265 1409 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.0 0.0% 1 +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 LVHI). Qtrs Held counts distinct quarters this fund has actually held LVHI (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its LVHI position size. Δ columns are the percentage-point change in LVHI's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — 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