Signals

LZB

253 in-universe funds with a nonzero position in LZB within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#19754
Score / z0.000 / -0.00
Consensus81.89 over 129 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)
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 217.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
VANGUARD GROUP INC CIK 0000102909 0.000 0 163.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 90.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 55.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 51.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SILVERCREST ASSET MANAGEMENT GROUP LLC CIK 0001232395 0.634 844 50.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 49.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 45.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MACQUARIE GROUP LTD CIK 0001418333 0.778 929 38.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 35.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 24.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 24.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC CIK 0001644956 0.708 403 21.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
BROWN ADVISORY INC CIK 0001345929 0.906 1447 21.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FULLER & THALER ASSET MANAGEMENT, INC. CIK 0001082327 0.611 504 21.0 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
SYSTEMATIC FINANCIAL MANAGEMENT LP CIK 0001085936 0.494 243 19.7 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 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 15.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 15.2 0.0% 2 -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 14.7 0.0% 3 -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 14.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ArchPoint Investors CIK 0001483472 0.607 80 13.9 3.8% 2 -0.6 pp +3.8 pp +3.8 pp +3.8 pp
Aberdeen Group plc CIK 0001716774 0.934 934 12.4 0.0% 2 -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 10.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 10.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Glenmede Investment Management, LP CIK 0001644465 0.833 1410 10.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 10.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 9.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nuveen, LLC CIK 0001871926 0.966 3735 9.3 0.0% 2 -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 8.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 7.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NICHOLAS COMPANY, INC. CIK 0000903949 0.676 195 6.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
NORDEA INVESTMENT MANAGEMENT AB CIK 0001218210 0.929 921 6.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
JACOBS LEVY EQUITY MANAGEMENT, INC CIK 0000884414 0.610 934 5.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Dana Investment Advisors, Inc. CIK 0001427514 0.519 572 5.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
PUBLIC SECTOR PENSION INVESTMENT BOARD CIK 0001396318 0.776 1324 5.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 5.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 5.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 5.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 5.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bridgewater Associates, LP CIK 0001350694 0.669 997 4.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GAMCO INVESTORS, INC. ET AL CIK 0000807249 0.616 938 4.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 4.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 4.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CSM Advisors, LLC CIK 0001863523 0.423 406 4.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MAVERICK CAPITAL LTD CIK 0000934639 0.376 177 4.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 3.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Regal Investment Advisors LLC CIK 0001559789 0.425 647 3.8 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 3.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Phocas Financial Corp. CIK 0001356783 0.164 153 3.7 0.5% 3 -0.1 pp -0.2 pp +0.5 pp +0.5 pp
Bridge City Capital, LLC CIK 0001713521 0.134 114 3.2 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
Access Investment Management LLC CIK 0002010477 0.311 144 3.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Vest Financial, LLC CIK 0001709632 0.555 420 3.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CHATHAM CAPITAL GROUP, INC. CIK 0001108969 0.378 200 2.9 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
Swiss National Bank CIK 0001582202 0.961 2301 2.7 0.0% 2 -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 2.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Squarepoint Ops LLC CIK 0001642575 0.419 2729 2.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 2.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 2.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 2.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
INTECH INVESTMENT MANAGEMENT LLC CIK 0001086318 0.632 2110 2.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BRIDGEWAY CAPITAL MANAGEMENT, LLC CIK 0001107261 0.377 1233 2.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 1.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 1.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GABELLI FUNDS LLC CIK 0001081407 0.628 1286 1.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cardinal Capital Management CIK 0001434845 0.362 138 1.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Freestone Grove Partners LP CIK 0002007591 0.063 989 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 1.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 1.4 0.0% 2 -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 1.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 1.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 1.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 1.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Venture Visionary Partners LLC CIK 0001792283 0.558 673 1.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 1.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pinnacle Holdings, LLC CIK 0001411784 0.174 237 1.2 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
FMR LLC CIK 0000315066 0.989 5571 1.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rafferty Asset Management, LLC CIK 0001389426 0.827 1133 1.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Morningstar Investment Management LLC CIK 0001673385 0.738 317 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 1.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 1.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
ROYCE & ASSOCIATES LP CIK 0000906304 0.492 747 1.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 1.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 1.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 0.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
MetLife Investment Management, LLC CIK 0001529735 0.789 2884 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Legato Capital Management LLC CIK 0001442641 0.058 678 0.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
LPL Financial LLC CIK 0001403438 0.957 5996 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Illinois Municipal Retirement Fund CIK 0001541910 0.534 1120 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Verition Fund Management LLC CIK 0001454027 0.193 1442 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Linden Thomas Advisory Services, LLC CIK 0001965702 0.218 542 0.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Creative Planning CIK 0001540235 0.979 4196 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Louisiana State Employees Retirement System CIK 0001537191 0.641 1523 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TWO SIGMA ADVISERS, LP CIK 0001478735 0.000 0 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NISA INVESTMENT ADVISORS, LLC CIK 0000937615 0.963 3093 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST MERCHANTS CORP (FRME, FRMEP) CIK 0000712534 0.649 361 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 0.5 0.0% 3 -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 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MEEDER ASSET MANAGEMENT INC CIK 0000809443 0.204 930 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tidal Investments LLC CIK 0001600064 0.635 2147 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FourThought Financial Partners, LLC CIK 0001956790 0.405 393 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Inspire Investing, LLC CIK 0001670139 0.034 1266 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
YOUSIF CAPITAL MANAGEMENT, LLC CIK 0001858789 0.692 1665 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cambria Investment Management, L.P. CIK 0001529389 0.166 731 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Arizona State Retirement System CIK 0001558481 0.842 2071 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMERICA BANK CIK 0000901541 0.812 3711 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
STRS OHIO CIK 0000820478 0.777 2154 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Police & Firemen's Retirement System of New Jersey CIK 0002040686 0.739 3202 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Truvestments Capital LLC CIK 0001750405 0.266 1150 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CHOREO, LLC CIK 0001679031 0.797 1690 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sigma Planning Corp CIK 0001449126 0.520 1394 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS CIK 0001083190 0.767 1759 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Verity Asset Management, Inc. CIK 0001597298 0.143 223 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
OREGON PUBLIC EMPLOYEES RETIREMENT FUND CIK 0001107314 0.758 1509 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
World Investment Advisors CIK 0001652594 0.670 1523 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Engineers Gate Manager LP CIK 0001620220 0.031 2192 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KLP KAPITALFORVALTNING AS CIK 0001717443 0.875 2141 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ProShare Advisors LLC CIK 0001357955 0.953 1913 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Blue Trust, Inc. CIK 0001856022 0.912 2446 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Petrus Trust Company, LTA CIK 0001473429 0.705 27 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Advisors Asset Management, Inc. CIK 0001297376 0.502 1408 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ARGA Investment Management, LP CIK 0001556915 0.380 121 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Amundi CIK 0001330387 0.000 1 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Henshaw Capital LLC CIK 0002131483 0.689 160 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Maryland State Retirement & Pension System CIK 0001795552 0.589 1423 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
State of Wyoming CIK 0001821626 0.105 1872 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vestcor Inc CIK 0001536925 0.400 1189 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sterling Capital Management LLC CIK 0001329883 0.433 3289 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
McIlrath & Eck, LLC CIK 0001701714 0.332 1645 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SHELL ASSET MANAGEMENT CO CIK 0001211028 0.208 1191 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MAI Capital Management CIK 0001040197 0.725 1889 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MTM Investment Management, LLC CIK 0001831416 0.252 708 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bollard Group LLC CIK 0001556218 0.801 308 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Allworth Financial LP CIK 0001555170 0.907 5124 0.0 0.0% 2 -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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.0 0.0% 2 -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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AlphaQuest LLC CIK 0001883897 0.000 0 0.0 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
North Star Investment Management Corp. CIK 0001342857 0.537 1733 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 0.0 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 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GAMMA Investing LLC CIK 0002010235 0.492 4173 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST HORIZON CORP (FHN, FHN-PE, FHN-PF, FHN-PH) CIK 0000036966 0.518 1527 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MATHER GROUP, LLC. CIK 0001527641 0.713 1894 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Covestor Ltd CIK 0001909846 0.023 2832 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HARBOR CAPITAL ADVISORS, INC. CIK 0001039128 0.233 1213 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 0.0 0.0% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BARROW HANLEY MEWHINNEY & STRAUSS LLC CIK 0000313028 0.681 369 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Root Financial Partners, LLC CIK 0001977181 0.834 407 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mitsubishi UFJ Asset Management Co., Ltd. CIK 0001466546 0.961 1659 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 0.0 0.0% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ancora Advisors LLC CIK 0001446114 0.489 2040 0.0 0.0% 2 -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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sunbelt Securities, Inc. CIK 0001632932 0.451 2954 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bell Investment Advisors, Inc CIK 0001890149 0.716 1820 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRICE T ROWE ASSOCIATES INC /MD/ CIK 0000080255 0.316 3241 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CANADA LIFE ASSURANCE Co CIK 0001046192 0.104 1810 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
UMB Bank, n.a. CIK 0000933429 0.805 2303 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cedar Mountain Advisors, LLC CIK 0001798986 0.801 1175 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Private Wealth Management Group, LLC CIK 0002011342 0.607 1455 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FARMERS & MERCHANTS INVESTMENTS INC CIK 0001259969 0.739 1760 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fortitude Family Office, LLC CIK 0001950506 0.539 2269 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quarry LP CIK 0001965207 0.031 2367 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Essential Partners LLC CIK 0002136442 0.019 2853 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Versant Capital Management, Inc CIK 0001735057 0.400 2745 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
DiNuzzo Private Wealth, Inc. CIK 0001994563 0.859 1347 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
True Wealth Design, LLC CIK 0001966033 0.694 2655 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Palisade Asset Management, LLC CIK 0001434323 0.478 204 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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Larson Financial Group LLC CIK 0001731061 0.550 3722 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HFM Investment Advisors, LLC CIK 0002067972 0.883 1293 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bay Harbor Wealth Management, LLC CIK 0001767989 0.449 1293 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
T. Rowe Price Investment Management, Inc. CIK 0001897612 0.034 738 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALGERT GLOBAL LLC CIK 0001275218 0.156 1234 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nebula Research & Development LLC CIK 0001792635 0.000 0 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Grantham, Mayo, Van Otterloo & Co. LLC CIK 0001352662 0.919 661 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 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
Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PICTON MAHONEY ASSET MANAGEMENT CIK 0001539041 0.447 1346 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
SHERBROOKE PARK ADVISERS LLC CIK 0001965377 0.000 182 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Allianz Asset Management GmbH CIK 0001535323 0.869 1564 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
NORGES BANK CIK 0001374170 0.994 1617 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Annis Gardner Whiting Capital Advisors, LLC CIK 0001998414 0.457 349 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Trexquant Investment LP CIK 0001633445 0.116 1625 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Optiver Holding B.V. CIK 0001859606 0.114 2337 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMMERCE BANK CIK 0001009076 0.853 1332 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gotham Asset Management, LLC CIK 0001510387 0.825 1791 0.0 0.0% 0 -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 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quantedge Capital Pte Ltd CIK 0001561418 0.098 49 0.0 0.0% 0 -2.3 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
TEACHER RETIREMENT SYSTEM OF TEXAS CIK 0000796848 0.706 1510 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Edgestream Partners, L.P. CIK 0001535061 0.020 936 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PFG Advisors CIK 0001694435 0.248 791 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
RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Beacon Capital Management, LLC CIK 0001921487 0.451 175 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Versor Investments LP CIK 0001650301 0.000 27 0.0 0.0% 0 -0.1 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 LZB). Qtrs Held counts distinct quarters this fund has actually held LZB (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its LZB position size. Δ columns are the percentage-point change in LZB's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — 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