Signals

USLM

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

Flow ranking

Rank#23139
Score / z0.000 / -0.02
Consensus97.01 over 155 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 174.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 79.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 63.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 51.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
VANGUARD CAPITAL MANAGEMENT LLC CIK 0002100119 0.000 4092 47.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VANGUARD PORTFOLIO MANAGEMENT LLC CIK 0002100121 0.000 3141 44.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 43.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 40.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Select Equity Group, L.P. CIK 0001592643 0.705 143 39.8 0.2% 5 -0.1 pp +0.0 pp -0.0 pp +0.1 pp
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 32.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ROYCE & ASSOCIATES LP CIK 0000906304 0.492 747 23.1 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC CIK 0001644956 0.708 403 17.8 0.1% 5 -0.1 pp -0.0 pp -0.1 pp -0.0 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 13.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 12.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 12.3 0.0% 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 10.4 0.0% 7 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 10.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 9.6 0.0% 5 -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 9.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALGERT GLOBAL LLC CIK 0001275218 0.156 1234 8.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp -0.1 pp
FMR LLC CIK 0000315066 0.989 5571 8.5 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
ArrowMark Colorado Holdings LLC CIK 0001483859 0.094 296 8.4 0.3% 4 -0.3 pp -0.2 pp -0.1 pp +0.3 pp
VANGUARD FIDUCIARY TRUST CO CIK 0000933478 0.000 4076 7.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Diamond Hill Capital Management, LLC (Investment Advisor) CIK 0001217541 0.718 186 7.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 7.6 0.0% 5 +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 7.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
SEGALL BRYANT & HAMILL, LLC CIK 0001006378 0.406 590 6.4 0.1% 1 +0.1 pp -0.0 pp -0.0 pp +0.1 pp
Grantham, Mayo, Van Otterloo & Co. LLC CIK 0001352662 0.919 661 5.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Advisors Asset Management, Inc. CIK 0001297376 0.502 1408 5.4 0.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.0 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 5.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 5.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Cardinal Capital Management CIK 0001434845 0.362 138 4.7 0.6% 5 -0.2 pp -0.1 pp -0.2 pp -0.3 pp
Davidson Capital Management Inc. CIK 0001808748 0.604 96 4.6 0.7% 3 -0.3 pp +0.7 pp +0.7 pp +0.7 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 4.4 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 4.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Moran Wealth Management, LLC CIK 0001965334 0.302 491 3.9 0.1% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
PUBLIC SECTOR PENSION INVESTMENT BOARD CIK 0001396318 0.776 1324 3.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 3.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vest Financial, LLC CIK 0001709632 0.555 420 3.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
North Star Investment Management Corp. CIK 0001342857 0.537 1733 3.4 0.2% 5 -0.1 pp -0.1 pp -0.2 pp -0.1 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 3.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HERITAGE INVESTORS MANAGEMENT CORP CIK 0000937589 0.688 257 3.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 3.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 3.1 0.0% 6 +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% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 2.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 2.6 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 2.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Linden Thomas Advisory Services, LLC CIK 0001965702 0.218 542 2.4 0.2% 5 -0.3 pp -0.3 pp -0.4 pp -0.3 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 2.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Swiss National Bank CIK 0001582202 0.961 2301 2.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Nuveen, LLC CIK 0001871926 0.966 3735 2.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
SCHWARTZ INVESTMENT COUNSEL INC CIK 0000909151 0.505 138 2.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 2.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 2.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 1.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Susquehanna Portfolio Strategies, LLC CIK 0001996449 0.056 833 1.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vident Advisory, LLC CIK 0001744347 0.598 1911 1.7 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 1.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 1.6 0.0% 6 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
AM INVESTMENT STRATEGIES LLC CIK 0001818897 0.690 114 1.6 0.3% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
NORGES BANK CIK 0001374170 0.994 1617 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 1.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Seneca House Advisors CIK 0001731359 0.316 103 1.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 1.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 1.4 0.0% 7 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 1.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
XTX Topco Ltd CIK 0001828301 0.023 4087 1.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CONGRUENCE CAPITAL, LLC CIK 0002085569 0.177 28 1.3 0.3% 2 -1.4 pp +0.3 pp +0.3 pp +0.3 pp
VANGUARD ASSET MANAGEMENT, Ltd CIK 0001680208 0.000 2447 1.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quantbot Technologies LP CIK 0001512991 0.012 1893 1.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Squarepoint Ops LLC CIK 0001642575 0.419 2729 1.2 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 1.2 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 1.1 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Sigma Planning Corp CIK 0001449126 0.520 1394 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 1.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 1.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 1.0 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Voleon Capital Management LP CIK 0001479847 0.338 761 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
OCCUDO QUANTITATIVE STRATEGIES LP CIK 0001819697 0.010 748 0.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
DARK FOREST CAPITAL MANAGEMENT LP CIK 0001853322 0.007 777 0.8 0.1% 2 -0.1 pp +0.1 pp -0.0 pp -0.0 pp
JAMES INVESTMENT RESEARCH, INC. CIK 0000810384 0.370 375 0.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 0.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Creative Planning CIK 0001540235 0.979 4196 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Round Rock Advisors LLC CIK 0001846991 0.524 318 0.8 0.1% 4 -0.0 pp -0.1 pp -0.0 pp +0.1 pp
STRS OHIO CIK 0000820478 0.777 2154 0.8 0.0% 6 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
MetLife Investment Management, LLC CIK 0001529735 0.789 2884 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Virtu Financial LLC CIK 0001533964 0.177 1548 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Yorktown Management & Research Co Inc CIK 0001313559 0.023 249 0.7 0.4% 5 -0.3 pp -0.2 pp -0.3 pp -0.2 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.6 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 0.6 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Freestone Grove Partners LP CIK 0002007591 0.063 989 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vanguard Global Advisers, LLC CIK 0001811242 0.000 3638 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
GSA CAPITAL PARTNERS LLP CIK 0001362033 0.012 1692 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Kaizen Financial Strategies CIK 0001842013 0.281 170 0.5 0.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Sound View Wealth Advisors Group, LLC CIK 0001784777 0.489 440 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Schonfeld Strategic Advisors LLC CIK 0001665241 0.155 2292 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Man Group plc CIK 0001637460 0.631 2032 0.5 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Gotham Asset Management, LLC CIK 0001510387 0.825 1791 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ALPS ADVISORS INC CIK 0001376113 0.942 1170 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
AVIVA PLC CIK 0001140022 0.925 854 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 0.4 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 0.4 0.0% 5 -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% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
AMICA MUTUAL INSURANCE CO CIK 0000857508 0.683 142 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Entropy Technologies, LP CIK 0001976151 0.010 929 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
TEACHER RETIREMENT SYSTEM OF TEXAS CIK 0000796848 0.706 1510 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 0.3 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Vestcor Inc CIK 0001536925 0.400 1189 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Arizona State Retirement System CIK 0001558481 0.842 2071 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
INTECH INVESTMENT MANAGEMENT LLC CIK 0001086318 0.632 2110 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Vanguard Investments Australia, Ltd. CIK 0001550100 0.000 2370 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
YOUSIF CAPITAL MANAGEMENT, LLC CIK 0001858789 0.692 1665 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SummitTX Capital, L.P. CIK 0002052310 0.070 756 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital Analysts, LLC CIK 0001624758 0.681 1536 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Van Hulzen Asset Management, LLC CIK 0001600145 0.406 387 0.3 0.0% 2 -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 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Trexquant Investment LP CIK 0001633445 0.116 1625 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
BOKF, NA CIK 0000009634 0.752 1160 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
THOMPSON DAVIS & CO., INC. CIK 0001017284 0.206 168 0.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 0.3 0.0% 6 -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 0.3 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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.501 625 0.3 0.0% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Garrett Wealth Advisory Group, LLC CIK 0001729443 0.742 149 0.3 0.0% 5 -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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Centiva Capital, LP CIK 0001692507 0.034 1439 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 0.2 0.0% 6 -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 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DRW Securities, LLC CIK 0001481986 0.026 811 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PERRYMAN FINANCIAL ADVISORY INC /AD CIK 0000934040 0.519 191 0.2 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 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 0.2 0.0% 6 +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% 5 -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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MEEDER ASSET MANAGEMENT INC CIK 0000809443 0.204 930 0.1 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Covestor Ltd CIK 0001909846 0.023 2832 0.1 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Arax Advisory Partners CIK 0001586767 0.171 5155 0.1 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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 5 -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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
NISA INVESTMENT ADVISORS, LLC CIK 0000937615 0.963 3093 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CONTRAVISORY INVESTMENT MANAGEMENT, INC. CIK 0001365707 0.089 391 0.0 0.0% 5 -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% 5 -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% 5 -0.2 pp -0.2 pp -0.4 pp -0.2 pp
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J. Team Financial, Inc. CIK 0002107629 0.119 102 0.0 0.0% 0 -0.2 pp -0.4 pp +0.0 pp +0.0 pp
Curbstone Financial Management Corp CIK 0001608057 0.354 215 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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 USLM). Qtrs Held counts distinct quarters this fund has actually held USLM (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its USLM position size. Δ columns are the percentage-point change in USLM'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