Signals

← Signals

☆LVHI

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

Flow ranking

Rank#1262
Score / z0.034 / 0.02
Consensus112.57 over 227 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 514.6 0.1% 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 206.2 0.0% 7 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 187.7 0.1% 1 +0.1 pp +0.1 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 181.5 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 115.1 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 103.2 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 92.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 88.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 83.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 69.6 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 68.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 65.0 0.1% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 63.5 1.0% 5 -0.1 pp -0.0 pp +0.1 pp -0.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 62.0 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 55.9 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 53.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 52.0 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 50.2 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 48.8 0.2% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 36.8 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 32.2 0.2% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 32.0 1.3% 5 -0.1 pp +0.2 pp +0.3 pp +0.7 pp
☆Insight Wealth Strategies, LLC CIK 0001749914 0.080 182 27.4 2.7% 5 -0.2 pp +0.2 pp +0.3 pp -0.3 pp
☆Pinnacle Financial Partners, Inc. (PNFP, PNFP-PA, PNFP-PB, PNFP-PC) CIK 0002082866 0.843 1128 26.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆MOR Wealth Management, LLC CIK 0002092389 0.479 122 21.6 8.6% 2 +0.1 pp +8.6 pp +8.6 pp +8.6 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 21.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Frontier Asset Management, LLC CIK 0001910146 0.623 90 20.9 3.7% 5 -0.5 pp -0.4 pp -0.2 pp -0.3 pp
☆Howard Capital Management, LLC CIK 0001733173 0.273 423 17.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SK Wealth Management, LLC CIK 0001867958 0.578 80 17.5 3.9% 6 -0.7 pp -0.4 pp -1.9 pp -2.2 pp
☆Curran Financial Partners, LLC CIK 0001843867 0.309 140 16.6 2.5% 5 -0.3 pp -0.0 pp +0.4 pp +1.0 pp
☆Compass Wealth Management, LLC/GA CIK 0002076480 0.400 74 14.6 5.8% 4 -0.5 pp +0.1 pp -0.3 pp +5.8 pp
☆Keudell/Morrison Wealth Management CIK 0001785498 0.454 254 13.5 2.6% 3 +0.5 pp +0.7 pp +2.6 pp +2.6 pp
☆Cedar Mountain Advisors, LLC CIK 0001798986 0.802 1175 13.4 2.3% 5 -0.3 pp -0.1 pp +0.0 pp -0.0 pp
☆FSA WEALTH PARTNERS, INC. CIK 0001731221 0.118 69 13.2 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆SIERRA OCEAN, LLC CIK 0002051715 0.582 72 11.3 7.8% 5 -1.2 pp -0.3 pp +0.3 pp +4.1 pp
☆Seros Financial, LLC CIK 0002039918 0.495 66 11.2 5.8% 2 -1.1 pp +5.8 pp +5.8 pp +5.8 pp
☆SHP Wealth Management CIK 0001807060 0.763 1981 10.1 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 10.1 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 9.9 0.3% 5 +0.0 pp +0.0 pp +0.1 pp +0.0 pp
☆Benchmark Financial Wealth Advisors, LLC CIK 0001757706 0.471 145 9.9 2.4% 5 +0.1 pp +1.0 pp +1.1 pp +1.4 pp
☆McKinney Capital Management, LLC CIK 0002133532 0.039 87 9.2 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆Forefront Wealth Partners, LLC CIK 0002068112 0.224 177 8.9 2.8% 6 -0.2 pp -0.1 pp +1.6 pp +0.9 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 8.8 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆BFSG, LLC CIK 0001706836 0.376 765 8.8 0.8% 5 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 8.5 0.1% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 8.3 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 8.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Piedmont Capital Management, LLC/NC CIK 0002108281 0.381 123 7.8 4.7% 2 +0.1 pp +4.7 pp +4.7 pp +4.7 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 7.7 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 7.7 0.1% 5 -0.2 pp -0.1 pp -0.1 pp -0.1 pp
☆Laurel Wealth Planning LLC CIK 0001842010 0.338 67 7.7 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 7.5 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Montis Financial, LLC CIK 0001844314 0.565 152 7.5 1.5% 5 +0.1 pp +0.3 pp +0.2 pp -0.0 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 7.4 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.521 555 7.4 0.4% 3 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Horizon Investments, LLC CIK 0001560717 0.541 1386 7.4 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Centennial Wealth Advisory LLC CIK 0001839421 0.442 181 7.1 1.5% 5 -0.0 pp +0.4 pp +0.5 pp +0.8 pp
☆Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 7.0 0.7% 5 +0.1 pp +0.1 pp +0.2 pp -0.1 pp
☆Boyce & Associates Wealth Consulting, Inc. CIK 0001922884 0.423 82 6.9 4.8% 5 -0.3 pp -0.6 pp -0.3 pp -1.5 pp
☆Haven Private, LLC CIK 0002053665 0.243 171 6.4 2.4% 5 -0.3 pp -0.2 pp +0.1 pp +0.3 pp
☆CROBAN CIK 0001694663 0.128 81 6.3 2.8% 7 -0.1 pp +1.1 pp +1.7 pp +2.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 6.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 6.2 0.1% 7 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
☆REGATTA CAPITAL GROUP, LLC CIK 0001911488 0.614 223 6.0 0.8% 5 +0.1 pp +0.3 pp +0.4 pp +0.6 pp
☆American Alpha Advisors, LLC CIK 0002041441 0.151 91 5.9 3.5% 5 +0.4 pp +0.3 pp -0.0 pp +0.1 pp
☆Ethos Financial Group, LLC CIK 0001954242 0.258 648 5.9 0.4% 5 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 5.8 0.1% 3 +0.1 pp +0.0 pp +0.1 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 5.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RETIREMENT PLANNING GROUP, LLC / NY CIK 0002057004 0.314 108 5.5 3.0% 5 -0.3 pp +0.0 pp -0.0 pp -0.2 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 5.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Cassady Wealth & Retirement Planning, LLC CIK 0002121075 0.307 104 5.5 2.5% 2 -0.3 pp +2.5 pp +2.5 pp +2.5 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 5.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 5.3 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 5.3 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sunrise Financial Services, LLC CIK 0002110891 0.492 587 5.2 3.1% 2 -0.3 pp +3.1 pp +3.1 pp +3.1 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 5.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Prota Financial, LLC CIK 0002126257 0.258 70 4.9 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 4.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Oak Grove Capital LLC CIK 0001661762 0.356 97 4.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 4.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. CIK 0001630936 0.191 80 4.6 2.3% 5 -0.4 pp -0.1 pp -0.0 pp +0.1 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 4.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 4.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 4.5 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BLUELINE ADVISORS LLC CIK 0002110066 0.483 260 4.2 2.9% 2 -0.3 pp +2.9 pp +2.9 pp +2.9 pp
☆Maia Wealth LLC CIK 0002010858 0.212 354 4.1 0.6% 5 +0.0 pp +0.2 pp +0.3 pp +0.3 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 4.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Principle Wealth Partners LLC CIK 0001743413 0.679 398 3.9 0.2% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 3.7 0.1% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Asset One Wealth Management LLC CIK 0002110759 0.396 346 3.7 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Bay Capital Advisors, LLC CIK 0002055414 0.502 108 3.6 2.0% 5 -0.0 pp +0.5 pp +0.7 pp +1.0 pp
☆WealthCare Investment Partners, LLC CIK 0001908462 0.318 206 3.4 0.8% 5 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Bison Wealth, LLC CIK 0001845251 0.528 477 3.4 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Nova Wealth Management, Inc. CIK 0002051980 0.124 570 3.4 1.9% 6 -0.0 pp +0.6 pp +1.1 pp +1.7 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 3.4 0.0% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 3.4 0.1% 5 -0.0 pp -0.0 pp +0.1 pp +0.0 pp
☆RAINIER FAMILY WEALTH INC CIK 0002073596 0.283 102 3.2 1.8% 6 -0.1 pp -0.0 pp +0.2 pp +0.5 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 3.2 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 3.2 0.2% 4 -0.2 pp -0.0 pp -0.0 pp +0.2 pp
☆PERSPECTIVE WEALTH ADVISORS LLC CIK 0002080427 0.192 70 3.1 1.7% 2 -0.2 pp +1.7 pp +1.7 pp +1.7 pp
☆Plan Group Financial, LLC CIK 0001940033 0.209 243 3.1 0.6% 5 -0.2 pp -0.6 pp -0.6 pp -0.6 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 3.0 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 3.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 2.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 2.8 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 2.7 0.2% 5 -0.1 pp +0.0 pp +0.0 pp -0.0 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 2.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Cherry Creek Investment Advisors, Inc. CIK 0001877829 0.333 128 2.7 1.1% 5 -0.1 pp +0.1 pp +0.2 pp +0.1 pp
☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 2.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Trademark Financial Management, LLC CIK 0002011736 0.282 107 2.6 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +0.8 pp
☆Provident Wealth Management, LLC CIK 0001799797 0.729 161 2.5 0.6% 5 -0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 2.5 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 2.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PFG Advisors CIK 0001694435 0.248 791 2.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆LANE BROTHERS & CO INC CIK 0001177416 0.353 95 2.4 1.5% 2 -0.2 pp +1.5 pp +1.5 pp +1.5 pp
☆&PARTNERS CIK 0000107136 0.806 2509 2.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Freestate Advisors LLC CIK 0001660328 0.717 42 2.3 1.7% 5 -0.1 pp +0.1 pp +0.4 pp +0.5 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 2.3 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Meridian Financial Advisors, LLC CIK 0002032629 0.354 146 2.3 1.1% 5 +0.1 pp +0.3 pp +0.6 pp +0.8 pp
☆Huntleigh Advisors, Inc. CIK 0001367653 0.278 303 2.2 0.3% 4 -0.1 pp +0.0 pp +0.1 pp +0.3 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 2.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SILVERLAKE WEALTH MANAGEMENT LLC CIK 0001966026 0.250 391 2.1 0.4% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆Total Clarity Wealth Management, Inc. CIK 0001804909 0.110 361 2.0 0.4% 5 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 1.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kovack Advisors, Inc. CIK 0001728321 0.312 1070 1.9 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 1.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 1.9 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 1.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KANE INVESTMENT MANAGEMENT, INC. CIK 0002056671 0.407 100 1.8 0.8% 5 -0.1 pp +0.2 pp +0.3 pp +0.1 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 1.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆TITLEIST ASSET MANAGEMENT, LLC CIK 0001977759 0.475 410 1.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.5 pp
☆Sonoma Allocations LLC CIK 0002084965 0.086 118 1.8 0.6% 3 -0.2 pp -0.2 pp +0.6 pp +0.6 pp
☆INSIGNEO ADVISORY SERVICES, LLC CIK 0001964958 0.245 875 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 1.7 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 1.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 1.7 0.6% 5 +0.0 pp +0.2 pp +0.2 pp +0.3 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 1.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 1.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Illumine Investment Management, LLC CIK 0002052970 0.089 95 1.6 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆RMR Wealth Builders CIK 0001803848 0.732 316 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SHEETS SMITH WEALTH MANAGEMENT CIK 0001157436 0.386 408 1.5 0.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 1.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 1.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆KMG FIDUCIARY PARTNERS, LLC CIK 0001773205 0.263 207 1.5 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Midwest Financial Network, LLC CIK 2137280 0.120 105 1.5 1.0% 6 -0.4 pp -0.8 pp -0.8 pp -2.1 pp
☆Axis Wealth Partners, LLC CIK 0002052531 0.189 183 1.5 0.7% 5 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 1.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trilogy Capital Inc. CIK 0001722512 0.616 400 1.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Destiny Wealth Partners, LLC CIK 0001844369 0.190 184 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 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
☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pineridge Advisors LLC CIK 0002012421 0.000 0 0.0 0.0% 0 +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% 0 +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% 0 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp -0.0 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dentgroup LLC CIK 0001867570 0.289 93 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp +0.0 pp
☆FSA Advisors, Inc. CIK 0001905627 0.025 261 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Hershey Financial Advisers, LLC CIK 0002034214 0.009 85 0.0 0.0% 0 +0.0 pp -0.4 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
☆Abound Wealth Management CIK 0001950323 0.745 1359 0.0 0.0% 0 -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% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Coppell Advisory Solutions LLC CIK 0001848433 0.000 553 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 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
☆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
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆True Vision MN LLC CIK 0002013460 0.163 98 0.0 0.0% 0 -0.5 pp -0.4 pp -0.4 pp -0.4 pp
☆Founders Financial Alliance, LLC CIK 0001832190 0.082 779 0.0 0.0% 0 -0.5 pp -0.4 pp +0.0 pp +0.0 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 0.0 0.0% 0 -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 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Beacon Harbor Wealth Advisors, Inc. CIK 0001784093 0.063 70 0.0 0.0% 0 -3.0 pp -2.8 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
☆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
☆VISTA CAPITAL PARTNERS, INC. CIK 0001486946 0.930 170 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Advisors Preferred, LLC CIK 0001598841 0.037 220 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Merkkuri Wealth Advisors LLC CIK 0002040317 0.191 81 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Financial Partners Inc CIK 0001115055 0.553 459 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp -0.3 pp
☆GODSEY & GIBB, INC CIK 0000887402 0.496 383 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆M Holdings Securities, Inc. CIK 0001569638 0.030 148 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp -0.5 pp
☆Jackson Wealth Management, LLC CIK 0001536799 0.022 86 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
☆B.O.S.S. Retirement Advisors, LLC CIK 0001964810 0.303 157 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Lloyd Advisory Services, LLC. CIK 0001802474 0.000 628 0.0 0.0% 0 +0.0 pp -0.0 pp -0.6 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 -0.1 pp
☆Fermata Advisors, LLC CIK 0001859259 0.280 275 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆L.M. KOHN & COMPANY CIK 0000870260 0.006 121 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 0.0 0.0% 0 +0.0 pp -0.1 pp -0.0 pp -0.0 pp
☆HIGHLINE WEALTH PARTNERS LLC CIK 0002042654 0.265 1409 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆VectorGlobal IAG, Inc. CIK 0001845843 0.507 132 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.0 0.0% 0 -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% 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
☆CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 0 -0.1 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
☆Glassman Wealth Services CIK 0001642160 0.931 236 0.0 0.0% 0 +0.0 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
☆Efficient Advisors, LLC CIK 0001542164 0.787 58 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆MCF Advisors LLC CIK 0001602905 0.682 1403 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atlantic Private Wealth, LLC CIK 0001893143 0.463 299 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 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
☆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
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quest 10 Wealth Builders, Inc. CIK 0002035215 0.144 776 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆KWB Wealth CIK 0001822236 0.453 169 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp -0.3 pp
☆Atlas Private Wealth Advisors CIK 0001814234 0.483 139 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.675 2444 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆WOLFF WIESE MAGANA LLC CIK 0001832097 0.120 1027 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 -0.4 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 (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