Signals

← Signals

☆NLR

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

Flow ranking

Rank#20065
Score / z0.000 / -0.02
Consensus195.56 over 386 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 275.1 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 152.3 0.0% 7 -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 137.1 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 75.4 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 68.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 59.9 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 47.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 47.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 35.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 35.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 33.8 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 32.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 27.3 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 25.4 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 24.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 20.6 0.8% 5 -0.3 pp +0.8 pp +0.8 pp +0.8 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 17.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 15.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Itau Unibanco Holding S.A. (ITUB) CIK 0001132597 0.312 355 15.6 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Rockport Wealth LLC CIK 0002022866 0.430 110 14.9 2.5% 5 -0.8 pp -1.0 pp -1.5 pp -2.0 pp
☆SAGE PRIVATE WEALTH GROUP, LLC CIK 0001845635 0.659 100 12.6 5.7% 4 -0.7 pp -0.1 pp -0.4 pp +5.7 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 11.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 11.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VAN ECK ASSOCIATES CORP CIK 0000869178 0.897 1337 10.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆KCM INVESTMENT ADVISORS LLC CIK 0001109228 0.691 400 10.9 0.3% 5 -0.1 pp +0.1 pp +0.2 pp +0.3 pp
☆Kiker Wealth Management, LLC CIK 0002042502 0.137 161 10.5 4.1% 5 -1.4 pp -3.0 pp -1.2 pp -0.8 pp
☆CONSOLIDATED CAPITAL MANAGEMENT, LLC CIK 0001666613 0.365 72 10.0 2.7% 3 -1.0 pp +1.3 pp +2.7 pp +2.7 pp
☆Retirement Management Systems Inc. CIK 0002110516 0.643 55 9.2 1.9% 2 -0.1 pp +1.9 pp +1.9 pp +1.9 pp
☆Prism Advisors, Inc. CIK 0001717027 0.597 77 9.1 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 8.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McGuire Investment Group, LLC CIK 0001756959 0.445 137 8.2 0.7% 5 -0.3 pp -0.1 pp -0.2 pp +0.0 pp
☆Rafferty Asset Management, LLC CIK 0001389426 0.827 1133 8.1 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 8.0 0.1% 5 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Madrid Financial Services CIK 0002135336 0.540 26 7.8 4.1% 1 +4.1 pp -2.7 pp -1.9 pp +2.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 7.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PCG Wealth Advisors, LLC CIK 0001905393 0.301 180 7.8 1.7% 5 -0.6 pp -0.4 pp +0.5 pp +1.2 pp
☆Kozak & Associates, Inc. CIK 0001764970 0.407 451 7.7 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Capital Investment Advisors, LLC CIK 0001582732 0.749 786 7.3 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 7.0 0.3% 5 +0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 6.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stonebridge Financial Group, LLC CIK 0002009367 0.338 275 6.8 0.5% 5 -0.1 pp -0.0 pp -0.1 pp -0.0 pp
☆Destiny Wealth Partners, LLC CIK 0001844369 0.190 184 6.6 0.9% 5 -0.1 pp -0.9 pp -0.8 pp -0.3 pp
☆TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 6.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 6.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 6.4 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 6.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 6.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Evolution Wealth Advisors, LLC CIK 0001763121 0.364 181 6.2 0.7% 3 +0.0 pp +0.1 pp +0.7 pp +0.7 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 5.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆SCS Capital Management LLC CIK 0001303159 0.917 485 5.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 5.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 5.4 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Quadcap Wealth Management, LLC CIK 0002009674 0.449 418 5.1 0.5% 5 -0.2 pp -0.3 pp -0.4 pp -0.2 pp
☆Steele Capital Management, Inc. CIK 0001646695 0.876 85 4.6 0.2% 5 -0.1 pp -0.0 pp +0.0 pp +0.1 pp
☆EFG International AG CIK 0002109868 0.615 1088 4.5 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆StoneCrest Wealth Management, Inc. CIK 0002008409 0.141 73 4.5 1.4% 5 -1.0 pp -0.7 pp -0.9 pp -0.6 pp
☆Tepp RIA, LLC CIK 0002055925 0.434 49 4.4 3.0% 2 +1.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 4.3 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Schorn Wealth LLC CIK 0001792851 0.656 80 4.3 1.1% 5 -0.2 pp -0.1 pp -0.2 pp -0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 4.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 4.3 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Bucket List Wealth Management, LLC CIK 0002133435 0.597 63 4.2 2.1% 2 +0.2 pp +2.1 pp +2.1 pp +2.1 pp
☆Drake & Associates, LLC CIK 0001935795 0.675 108 4.1 0.7% 4 -0.1 pp +0.1 pp +0.1 pp +0.7 pp
☆GREENUP STREET WEALTH MANAGEMENT LLC CIK 0001909904 0.391 141 4.1 0.5% 2 -0.2 pp +0.5 pp +0.5 pp +0.5 pp
☆CX Institutional CIK 0001737089 0.437 1568 4.1 0.1% 3 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆&PARTNERS CIK 0000107136 0.806 2509 4.0 0.0% 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 3.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 3.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MONECO ADVISORS, LLC CIK 0001765690 0.360 595 3.9 0.2% 6 -0.1 pp -0.0 pp -0.0 pp +0.1 pp
☆Paller Financial Services Inc CIK 0002095931 0.156 44 3.8 2.9% 2 -0.8 pp +2.9 pp +2.9 pp +2.9 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 3.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 3.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 3.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆STRATEGY ASSET MANAGERS LLC CIK 0001166716 0.354 265 3.6 0.5% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 3.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sterling Investment Advisors, Ltd. CIK 0001701132 0.353 225 3.4 0.6% 5 -0.1 pp -0.0 pp -0.1 pp -0.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 3.4 0.0% 6 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Pettinga Financial Advisors LLC CIK 0001694592 0.450 156 3.4 0.5% 5 -0.2 pp -0.0 pp -0.1 pp +0.1 pp
☆MinichMacGregor Wealth Management, LLC CIK 0001744318 0.177 150 3.4 0.5% 4 -0.2 pp -0.1 pp +0.2 pp +0.5 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 3.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 3.3 0.2% 4 -0.1 pp -0.0 pp +0.1 pp +0.2 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 3.3 0.1% 5 +0.0 pp +0.1 pp +0.0 pp +0.0 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 3.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆THEORY FINANCIAL LLC CIK 0001899158 0.249 99 3.1 1.0% 4 -0.0 pp -0.1 pp -0.1 pp +1.0 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 3.1 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 3.0 0.1% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Dogwood Wealth Management LLC CIK 0002056922 0.482 851 3.0 1.2% 3 -0.1 pp +0.1 pp +1.2 pp +1.2 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 3.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Echo45 Advisors LLC CIK 0001908617 0.495 78 2.9 1.5% 3 +0.0 pp +0.1 pp +1.5 pp +1.5 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 2.9 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆INSIGNEO ADVISORY SERVICES, LLC CIK 0001964958 0.245 875 2.9 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 2.8 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 2.7 0.0% 4 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
☆MARSHALL INVESTMENT MANAGEMENT, LLC CIK 0002022427 0.217 497 2.6 1.1% 3 +0.1 pp +0.0 pp +1.1 pp +1.1 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 2.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 2.4 0.1% 5 -0.1 pp -0.0 pp -0.1 pp -0.1 pp
☆Snider Financial Group CIK 0001820681 0.424 103 2.4 0.6% 5 -0.2 pp -0.1 pp -0.2 pp -0.1 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 2.4 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆McCollum Christoferson Group LLC CIK 0001727573 0.271 80 2.4 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆Moran Wealth Management, LLC CIK 0001965334 0.302 491 2.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 2.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Wealth Strategies & Associates CIK 0001912297 0.636 97 2.3 0.4% 3 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆SMART Wealth LLC CIK 0002044723 0.032 222 2.2 0.5% 5 -0.4 pp -0.3 pp -0.6 pp -0.2 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 2.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CATHY PARETO & ASSOCIATES, INC CIK 0002045974 0.311 102 2.2 1.3% 5 -0.4 pp -0.3 pp -0.2 pp +0.5 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 2.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 2.1 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Stonebridge Financial Planning Group, LLC CIK 0001802494 0.258 183 2.1 0.7% 5 -0.3 pp -0.2 pp +0.0 pp +0.3 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 2.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 2.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Ferguson Shapiro LLC CIK 0001767433 0.167 87 2.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Symphony Financial, Ltd. Co. CIK 0001800687 0.386 371 2.0 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
☆American Institute for Advanced Investment Management, LLP CIK 0001805824 0.210 159 2.0 1.2% 5 -0.3 pp -0.2 pp -0.4 pp -0.1 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 2.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 2.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Walser Wealth Management Company, A Ltd Liability Co CIK 0002112280 0.047 215 1.9 0.8% 2 -0.3 pp +0.8 pp +0.8 pp +0.8 pp
☆Certified Advisory Corp CIK 0001731732 0.386 327 1.9 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Bison Wealth, LLC CIK 0001845251 0.528 477 1.8 0.2% 4 -0.0 pp -0.0 pp +0.1 pp +0.2 pp
☆IMC-Chicago, LLC CIK 0001452861 0.075 1554 1.8 0.0% 2 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 1.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 1.7 0.1% 5 -0.2 pp -0.2 pp -0.1 pp -0.0 pp
☆Aft, Forsyth & Sober, LLC CIK 0001566801 0.613 60 1.7 0.5% 4 +0.0 pp +0.1 pp -0.0 pp +0.5 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 1.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 1.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Clarus Wealth Advisors CIK 0001730149 0.310 86 1.7 0.6% 5 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 1.6 0.2% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆CARLSON FINANCIAL, INC. CIK 2134889 0.229 195 1.6 0.8% 2 -0.3 pp +0.8 pp +0.8 pp +0.8 pp
☆O'ROURKE & COMPANY, Inc CIK 0001911468 0.309 177 1.6 0.6% 4 -0.1 pp +0.0 pp +0.2 pp +0.6 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 1.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 1.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Heritage Family Offices, LLP CIK 0002019316 0.105 233 1.5 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆LeConte Wealth Management, LLC CIK 0002060443 0.259 179 1.5 0.8% 2 -0.2 pp +0.8 pp +0.8 pp +0.8 pp
☆Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 1.5 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 1.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bayshore Capital Advisors, LLC CIK 0001598176 0.436 42 1.5 0.7% 2 +0.2 pp +0.7 pp +0.7 pp +0.7 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 1.5 0.1% 6 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 1.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 1.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Nikulski Financial, Inc. CIK 0001729847 0.296 180 1.5 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 1.5 0.1% 5 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Fortis Group Advisors, LLC CIK 0001815183 0.142 619 1.5 0.2% 4 +0.0 pp -0.1 pp -0.1 pp +0.2 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 1.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Asset One Wealth Management LLC CIK 0002110759 0.396 346 1.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆ORLEANS CAPITAL MANAGEMENT CORP/LA CIK 0001013234 0.143 122 1.4 0.7% 5 -0.4 pp -0.2 pp -0.5 pp -0.4 pp
☆Beaumont Financial Advisors, LLC CIK 0001957394 0.396 383 1.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Banco BTG Pactual S.A. CIK 0001536080 0.348 136 1.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆VVR Holdings LLC CIK 0002070884 0.604 38 1.4 0.6% 2 +0.2 pp +0.6 pp +0.6 pp +0.6 pp
☆Paragon Private Wealth Management, LLC CIK 0001922684 0.230 226 1.4 0.4% 5 -0.2 pp -0.1 pp -0.1 pp +0.1 pp
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☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Bedell Frazier Investment Counselling, LLC CIK 0001388142 0.340 128 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆FRG Family Wealth Advisors LLC CIK 0001893327 0.532 154 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Lifeworks Advisors, LLC CIK 0001882132 0.288 337 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WBI INVESTMENTS, LLC CIK 0001397424 0.050 286 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Coastline Trust Co CIK 0001324279 0.630 406 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CLEAR INVESTMENT RESEARCH, LLC CIK 0001635523 0.180 57 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Collaborative Wealth Managment Inc. CIK 0001896419 0.446 167 0.0 0.0% 0 +0.0 pp -0.1 pp -0.2 pp -0.1 pp
☆SMI Advisory Services, LLC CIK 0001609008 0.608 62 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.9 pp
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WT Wealth Management CIK 0001780507 0.246 138 0.0 0.0% 0 -0.4 pp -0.4 pp -0.3 pp -0.2 pp
☆EARNED WEALTH ADVISORS, LLC CIK 0001905663 0.642 310 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Outlook Wealth Advisors, LLC CIK 0001767151 0.216 305 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆MATAURO, LLC CIK 0002052964 0.684 158 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
☆MONETARY MANAGEMENT GROUP INC CIK 0001133014 0.324 335 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CCG WEALTH MANAGEMENT, LLC CIK 0001771169 0.508 149 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Clark Wealth Partners CIK 0002107657 0.535 571 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OMERS ADMINISTRATION Corp CIK 0001053321 0.328 906 0.0 0.0% 0 +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 NLR). Qtrs Held counts distinct quarters this fund has actually held NLR (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its NLR position size. Δ columns are the percentage-point change in NLR'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