Janney Montgomery Scott LLC LCTD — BLKRCK WRLD EX U S ETF

Ownership history in Janney Montgomery Scott LLC  ·  11 quarters on record

AI Ownership Summary

Janney Montgomery Scott LLC reported BLKRCK WRLD EX U S ETF (LCTD) in 11 quarterly 13F filings from 2023 Q4 through 2026 Q1. The latest visible filing shows LCTD at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this LCTD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Janney Montgomery Scott LLC's position in BLKRCK WRLD EX U S ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

LCTD was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

LCTD stock page Janney Montgomery Scott LLC fund profile Janney Montgomery Scott LLC full holdings
How Janney Montgomery Scott LLC held LCTD — position size vs. price
% of Fund (quarterly)    LCTD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 28,619 -560 -1.9% 0.00% $2K 2026-04-22 $58.16
2025 Q4 REDUCED 18.2% +1.1% ❌ 29,179 -6,508 -18.2% 0.00% $1.6M 2026-02-11 $59.44
2025 Q3 ADDED — — — 35,687 +8,651 +32.0% 0.00% $1.9M 2025-11-14 (Est.) $53.29
2025 Q2 ADDED — — — 27,036 +4,976 +22.6% 0.00% $1.4M 2025-07-17 $49.61
2025 Q1 ADDED — — — 22,060 +390 +1.8% 0.00% $1.0M 2025-04-17 $44.33
2024 Q4 ADDED — — — 21,670 +1,776 +8.9% 0.00% $943K 2025-01-17 $42.58
2024 Q3 ADDED — — — 19,894 +411 +2.1% 0.00% $968K 2024-10-29 $44.16
2024 Q2 REDUCED — — — 19,483 -566 -2.8% 0.00% $873K 2024-07-25 $42.48
2024 Q1 ADDED — — — 20,049 +3,761 +23.1% 0.00% $916K 2024-05-01 $41.24
2023 Q4 ADDED — — — 16,288 +3,158 +24.1% 0.00% $712K 2024-02-08 $40.34
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding LCTD

As of 2026 Q1 — sorted by position size

Avise Financial Cooperative, Inc. 1.07% Archer Investment Management, LLC 0.65% One Wealth Advisors, LLC 3Y 7Y 0.13% Sharkey, Howes & Javer 3Y 7Y 0.09% PARK AVENUE SECURITIES LLC 3Y 7Y 0.04% SigFig Wealth Management, LLC 3Y 7Y 0.01% Perigon Wealth Management, LLC 3Y 7Y 0.01% CoreCap Advisors, LLC 3Y 0.0% Merit Financial Group, LLC 3Y 7Y 0.0% RFG Advisory, LLC 3Y 7Y 0.0%

FAQ About Janney Montgomery Scott LLC and LCTD

These are the practical questions this page is built to answer before you even open the full history table.

How long has Janney Montgomery Scott LLC reported owning LCTD?

Janney Montgomery Scott LLC reported LCTD across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported LCTD position in Janney Montgomery Scott LLC's portfolio?

The largest reported portfolio weight for LCTD was 0.00% in 2025 Q3.

What is the latest reported LCTD position on this page?

The most recent filing on this page is 2026 Q1, when Janney Montgomery Scott LLC reported 28,619 shares, equal to 0.00% of portfolio, with an estimated market value of $2K.

What does the chart on this LCTD ownership page compare?

The chart compares Janney Montgomery Scott LLC's quarterly LCTD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Janney Montgomery Scott LLC time their LCTD position?

Based on 13F filing dates vs. subsequent LCTD price moves, Janney Montgomery Scott LLC correctly timed 8 out of 10 reported position changes (80%). The annualised alpha on LCTD relative to SPY over the holding period was -3.0%.

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