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☆LVMUY

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

Flow ranking

Rank#18000
Score / z0.000 / -0.02
Consensus13.01 over 28 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 ▾
☆Aristotle Capital Management, LLC CIK 0000860644 0.898 212 47.1 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆ACADEMY CAPITAL MANAGEMENT CIK 0001031972 0.782 36 11.3 1.6% 4 -0.7 pp -0.4 pp -0.9 pp +1.6 pp
☆APPLETON PARTNERS INC/MA CIK 0001055290 0.536 275 4.1 0.3% 4 -0.1 pp -0.0 pp -0.0 pp +0.3 pp
☆McGinn Penninger Investment Management, Inc. CIK 0001845031 0.367 38 3.5 2.3% 4 -0.4 pp -0.0 pp +0.3 pp +2.3 pp
☆RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 3.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Lester Murray Antman dba SimplyRich CIK 0001725888 0.345 166 1.6 0.4% 1 +0.4 pp +0.4 pp -0.0 pp +0.4 pp
☆AR ASSET MANAGEMENT INC CIK 0001080166 0.519 122 0.9 0.2% 3 -0.1 pp -0.0 pp +0.2 pp +0.2 pp
☆WEIK CAPITAL MANAGEMENT CIK 0001278793 0.478 93 0.9 0.4% 4 -0.1 pp +0.0 pp +0.0 pp +0.4 pp
☆CONFLUENCE INVESTMENT MANAGEMENT LLC CIK 0001442056 0.608 290 0.8 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trivant Custom Portfolio Group, LLC CIK 0001977992 0.217 82 0.7 0.4% 4 -0.2 pp -0.0 pp +0.0 pp +0.4 pp
☆Diversified Trust Co CIK 0001479844 0.817 1115 0.6 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Minot DeBlois Advisors LLC CIK 0001475933 0.277 240 0.6 0.6% 4 -0.2 pp -0.1 pp +0.0 pp +0.6 pp
☆Calydon Capital CIK 0001759271 0.373 277 0.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆DF DENT & CO INC CIK 0000934999 0.597 271 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆GM Advisory Group, LLC CIK 0001598304 0.773 374 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STUDIO INVESTMENT MANAGEMENT LLC CIK 0001893893 0.595 181 0.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆FIRST MANHATTAN CO. LLC. CIK 0000728083 0.952 742 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Financial Avengers, Inc. CIK 0001844393 0.740 155 0.3 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆GAMMA Investing LLC CIK 0002010235 0.492 4173 0.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Williams Jones Wealth Management, LLC. CIK 0001788587 0.816 547 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sandhill Capital Partners LLC CIK 0001556245 0.418 98 0.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sterling Capital Management LLC CIK 0001329883 0.433 3289 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KIRTLAND HILLS CAPITAL MANAGEMENT, LLC CIK 0002019084 0.279 166 0.2 0.1% 4 -0.1 pp -0.0 pp -0.0 pp +0.1 pp
☆Ascentis Wealth Management, LLC CIK 0002032602 0.450 714 0.1 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆10Elms LLP CIK 0002056650 0.266 526 0.1 0.1% 4 -0.1 pp -0.0 pp +0.0 pp +0.1 pp
☆WELLINGTON-ALTUS USA INC. CIK 1760398 0.103 661 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 0.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆General Partner, Inc. CIK 0001800508 0.326 167 0.0 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.0 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BOYD WATTERSON ASSET MANAGEMENT LLC/OH CIK 0001121477 0.336 394 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 0.0 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Hurley Capital, LLC CIK 0001632844 0.288 641 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Westside Investment Management, Inc. CIK 0001538383 0.328 1446 0.0 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Coston, McIsaac & Partners CIK 0001945037 0.418 948 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Gleason Group, Inc. CIK 0001822632 0.921 449 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Benson Wealth Management INC CIK 0002109863 0.054 367 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IMA Advisory Services, Inc. CIK 0001455495 0.141 1384 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NBT BANK, N.A. CIK 0000898413 0.440 1069 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Oakworth Capital, Inc. (OAKC) CIK 0001588871 0.828 940 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Byrne Asset Management LLC CIK 0001911322 0.159 591 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RICHARDSON FINANCIAL SERVICES INC. CIK 0002012303 0.164 607 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sankala Group LLC CIK 0002113426 0.123 631 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Murphy & Mullick Capital Management Corp CIK 0002047271 0.141 666 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆West Oak Capital, LLC CIK 0001387399 0.631 279 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 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 -0.6 pp +0.0 pp
☆FSA Wealth Management LLC CIK 0001804256 0.827 574 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆HighPoint Advisor Group LLC CIK 0001616034 0.583 691 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steigerwald, Gordon & Koch Inc. CIK 0001731876 0.455 765 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cardinal Capital Management, Inc. CIK 0001518235 0.719 70 0.0 0.0% 0 +0.0 pp -0.6 pp +0.0 pp +0.0 pp
☆Uniplan Investment Counsel, Inc. CIK 0001520710 0.368 175 0.0 0.0% 0 -0.3 pp -0.1 pp +0.0 pp +0.0 pp
☆SENTINEL TRUST CO LBA CIK 0001114739 0.818 136 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Motiv8 Investments LLC CIK 0002024873 0.073 1068 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Accent Capital Management, LLC CIK 0002014179 0.000 299 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Canopy Partners, LLC CIK 0001960860 0.327 256 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Wealth Management Advisory Group, LLC CIK 0001631864 0.543 572 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
☆Hara Capital LLC CIK 0002010015 0.171 307 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
☆Brooklyn Investment Group CIK 0001795705 0.343 1827 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Strengthening Families & Communities, LLC CIK 0001921196 0.254 846 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wealth Preservation Advisors, LLC CIK 0001968434 0.278 88 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Madison Asset Management, LLC CIK 0001299351 0.631 347 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆MITCHELL CAPITAL MANAGEMENT CO CIK 0001080351 0.254 117 0.0 0.0% 0 -0.3 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 LVMUY). Qtrs Held counts distinct quarters this fund has actually held LVMUY (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its LVMUY position size. Δ columns are the percentage-point change in LVMUY'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