Signals

← Signals

☆IAGG

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

Flow ranking

Rank#722
Score / z0.193 / 0.21
Consensus183.71 over 328 funds
Momentum-0.24 ≠

Price & positioning

223 cached closes, trailing year
Drawdown-0%
Short interest+111% / 1.0d ⚡

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 ▾
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 890.9 1.6% 5 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 831.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Matson Money. Inc. CIK 0001672512 0.979 9 509.7 14.2% 5 -0.8 pp -0.6 pp -0.6 pp -0.9 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 482.7 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TIAA Wealth Investment Management LLC CIK 0002124867 0.954 617 326.5 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Nationwide Fund Advisors CIK 0001097218 0.819 8 284.9 11.8% 5 -0.4 pp -0.8 pp +10.3 pp +10.3 pp
☆BNP Paribas Asset Management Holding S.A. CIK 1520354 0.898 2257 261.9 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 202.7 0.0% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 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 201.6 0.0% 6 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 129.0 1.1% 5 -0.2 pp -0.1 pp -0.1 pp -0.1 pp
☆Creative Planning CIK 0001540235 0.979 4196 110.4 0.1% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 104.3 0.0% 5 -0.3 pp -0.3 pp -0.3 pp -0.3 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 102.4 3.4% 5 -0.7 pp -0.3 pp -0.2 pp -0.4 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 91.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 90.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 80.8 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Annex Advisory Services, LLC CIK 0001542287 0.657 356 74.7 1.3% 2 +0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 72.5 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 71.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 66.1 4.4% 5 -0.1 pp -0.0 pp -0.8 pp -0.8 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 56.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 55.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 55.1 0.5% 5 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 53.8 1.7% 5 -0.2 pp -0.2 pp -0.2 pp -0.4 pp
☆GDS Wealth Management CIK 0001940869 0.458 232 52.5 2.5% 5 -0.3 pp -0.1 pp -0.1 pp -0.2 pp
☆Stratos Investment Management, LLC CIK 0001707206 0.673 382 51.7 1.9% 5 -0.1 pp -0.0 pp -0.0 pp +0.2 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 49.2 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 48.9 0.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 47.3 0.0% 1 +0.0 pp -0.1 pp -0.0 pp -0.0 pp
☆True Link Financial Advisors, LLC CIK 0001846236 0.000 104 47.2 2.7% 3 -0.0 pp +0.7 pp +2.7 pp +2.7 pp
☆RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 44.5 5.6% 7 -0.3 pp +0.3 pp +5.0 pp +5.2 pp
☆PRUDENT INVESTORS NETWORK, INC. CIK 0001766005 0.554 87 44.2 8.6% 5 -0.9 pp -0.6 pp +0.1 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 43.5 0.1% 6 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 43.0 0.6% 5 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆Boston Standard Wealth Management, LLC CIK 0001630939 0.841 59 42.6 6.2% 5 -0.5 pp -0.3 pp -0.2 pp -0.4 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 40.7 0.8% 2 +0.2 pp +0.8 pp +0.8 pp +0.8 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 40.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 32.9 0.7% 5 -0.0 pp +0.2 pp +0.2 pp +0.6 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 32.5 0.7% 5 -0.1 pp -0.2 pp -0.2 pp -0.3 pp
☆Financial Gravity Companies, Inc. (FGCO) CIK 0001377167 0.307 1040 32.4 5.3% 1 +5.3 pp +5.3 pp +5.3 pp +5.3 pp
☆CAHABA WEALTH MANAGEMENT, INC. CIK 0001716399 0.931 158 31.7 1.9% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 31.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AMARILLO NATIONAL BANK CIK 0001053013 0.806 98 30.2 4.8% 5 -0.4 pp -0.2 pp -0.1 pp +0.1 pp
☆TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC CIK 0000882928 0.947 751 30.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 27.0 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SYON CAPITAL LLC CIK 0001999353 0.452 949 26.1 1.1% 5 -0.1 pp -0.1 pp -0.2 pp -0.6 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 24.5 0.0% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 24.5 0.1% 5 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 22.1 0.3% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆PENOBSCOT WEALTH MANAGEMENT CIK 0001875768 0.683 117 20.4 5.4% 5 +0.9 pp +1.0 pp +1.0 pp +1.0 pp
☆LANDMARK WEALTH MANAGEMENT, INC. CIK 0001985016 0.777 44 20.2 6.7% 5 +0.0 pp +0.0 pp -0.3 pp -0.3 pp
☆Values Added Financial LLC CIK 0001973921 0.422 147 20.1 7.2% 5 +0.3 pp +3.1 pp -0.1 pp +0.2 pp
☆DORVAL Corp CIK 0001999144 0.667 49 19.5 5.6% 5 -0.3 pp +0.1 pp +0.5 pp +1.0 pp
☆Mason & Associates, LLC CIK 0001895045 0.899 45 18.9 3.9% 5 -0.3 pp -0.1 pp +0.1 pp +0.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 18.7 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brio Consultants, LLC CIK 0001747799 0.768 164 18.1 2.1% 4 -0.0 pp -0.1 pp -0.1 pp +2.1 pp
☆NYL Investors LLC CIK 0001606720 0.732 29 17.6 6.7% 5 +0.1 pp +0.9 pp +1.3 pp +2.2 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 17.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TECTONIC ADVISORS LLC CIK 0001859918 0.672 289 16.6 0.8% 5 -0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 15.7 1.0% 5 -0.0 pp -0.0 pp +0.2 pp +0.1 pp
☆Stadion Money Management, LLC CIK 0001321220 0.841 27 15.3 1.3% 3 -0.2 pp +0.1 pp +1.3 pp +1.3 pp
☆Granite Bay Wealth Management, LLC CIK 0001911472 0.113 170 15.1 1.4% 2 -1.5 pp +1.4 pp +1.4 pp +1.4 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 14.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Occidental Asset Management, LLC CIK 0001770994 0.384 325 13.9 1.4% 5 -0.2 pp +0.0 pp +0.0 pp -0.0 pp
☆PDS Planning, Inc CIK 0000838618 0.712 609 12.8 0.7% 5 -0.0 pp -0.0 pp +0.1 pp -0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 12.7 0.2% 5 -0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆Trinity Wealth Management, LLC CIK 0001685364 0.398 74 12.7 4.0% 5 -2.2 pp -1.9 pp -1.9 pp -2.1 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 12.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆BIP Wealth, LLC CIK 0001590214 0.504 560 12.5 0.4% 5 -0.1 pp -0.0 pp -0.2 pp -0.2 pp
☆Anderson Financial Strategies, LLC CIK 0002018166 0.350 36 12.4 6.4% 5 -0.2 pp -0.1 pp -0.6 pp -0.3 pp
☆KICKSTAND VENTURES, LLC. CIK 0002000355 0.131 154 11.5 2.1% 2 +2.0 pp +2.1 pp +1.9 pp +1.9 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 11.1 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 10.7 0.1% 6 -0.3 pp -0.2 pp -0.3 pp -0.2 pp
☆Octavia Wealth Advisors, LLC CIK 0001841259 0.830 231 10.3 0.9% 5 -0.0 pp -0.2 pp -0.2 pp -0.2 pp
☆KWB Wealth CIK 0001822236 0.452 169 10.0 0.9% 5 -0.0 pp +0.0 pp -0.0 pp +0.5 pp
☆TSFG, LLC CIK 0001800513 0.413 891 9.7 1.2% 5 -0.1 pp -0.0 pp +0.1 pp +0.2 pp
☆Forum Private Client Group LLC CIK 0001910636 0.696 86 9.4 2.8% 5 -0.1 pp -0.0 pp -0.0 pp -0.3 pp
☆Vestwell Advisors, LLC CIK 0002081474 0.919 26 8.9 2.1% 2 -0.4 pp +2.1 pp -0.3 pp +2.1 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 8.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆SAX WEALTH ADVISORS, LLC CIK 0001846150 0.630 537 8.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆SECURIAN ASSET MANAGEMENT, INC CIK 0001035350 0.688 926 8.5 0.3% 5 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 8.5 0.0% 5 -0.2 pp -0.2 pp -0.3 pp -0.3 pp
☆Discipline Wealth Solutions, LLC CIK 0002010507 0.634 197 8.3 0.7% 4 -0.1 pp -0.5 pp -0.9 pp +0.7 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 8.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Shepherd Financial Partners LLC CIK 0001696628 0.545 256 7.9 0.7% 4 +0.1 pp +0.6 pp +0.6 pp +0.7 pp
☆APPLETON PARTNERS INC/MA CIK 0001055290 0.536 275 7.8 0.5% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆New Capital Management LP CIK 0001696731 0.833 60 7.8 1.8% 5 -0.1 pp +0.6 pp +0.4 pp +0.3 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 7.7 0.1% 5 -0.1 pp -0.1 pp -0.0 pp -0.0 pp
☆Brooklyn FI, LLC CIK 0001916123 0.652 434 7.5 1.4% 5 -0.2 pp +0.3 pp +0.0 pp -0.2 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 7.4 0.0% 4 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
☆LODESTAR PRIVATE ASSET MANAGEMENT LLC CIK 0001963040 0.628 232 7.1 0.6% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Silver Coast Investments LLC CIK 0002012033 0.588 121 7.1 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 6.7 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Wiser Wealth Management, Inc CIK 0001573263 0.875 75 6.5 1.2% 5 +0.2 pp +0.2 pp +0.3 pp +0.3 pp
☆MONEYWISE, INC. CIK 0001703080 0.317 86 6.5 2.4% 3 +0.2 pp +1.0 pp +2.4 pp +2.4 pp
☆Capstone Financial Advisors, Inc. CIK 0001599217 0.920 191 6.4 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Kooman & Associates CIK 0001961850 0.724 56 6.4 1.7% 5 -0.1 pp -0.1 pp -0.2 pp -0.5 pp
☆Greenspring Advisors, LLC CIK 0001922200 0.867 355 6.2 0.3% 4 +0.0 pp +0.0 pp +0.1 pp +0.3 pp
☆ARKANSAS FINANCIAL GROUP, INC. CIK 0000764611 0.785 97 5.8 0.8% 5 -0.1 pp -0.1 pp -0.3 pp -0.4 pp
☆Continuum Advisory, LLC CIK 0001846532 0.320 1986 5.8 0.5% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 5.7 0.4% 5 -0.2 pp -0.3 pp -0.4 pp -0.5 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 5.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 5.5 0.4% 5 -0.1 pp +0.1 pp +0.1 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 5.5 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Elevated Financial Group LLC CIK 0002063915 0.576 124 5.4 1.5% 2 -0.0 pp +1.5 pp +1.5 pp +1.5 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 5.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆LifePlan Investment Advisors, Inc. CIK 0002045484 0.258 131 5.3 1.8% 5 -0.8 pp -0.7 pp -0.8 pp -1.1 pp
☆Xena Financial Planning, LLC CIK 0002101744 0.604 38 5.3 5.1% 2 -0.5 pp +5.1 pp +5.1 pp +5.1 pp
☆Cordoba Advisory Partners LLC CIK 0002067133 0.186 144 5.3 1.1% 2 -0.3 pp +1.1 pp +1.1 pp +1.1 pp
☆Procyon Advisors, LLC CIK 0001804329 0.458 586 5.2 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 5.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Beacon Bridge Wealth Partners, LLC CIK 0001965468 0.305 105 5.1 1.5% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 5.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Keystone Financial Group CIK 0001729299 0.524 567 5.1 0.3% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Aletheian Wealth Advisors LLC CIK 0001922281 0.525 109 5.0 2.1% 1 +2.1 pp +2.1 pp +0.1 pp +0.4 pp
☆Ellenbecker Investment Group CIK 0001731497 0.884 149 5.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆FFG RETIREMENT ADVISORS LLC CIK 0001966438 0.134 43 5.0 2.6% 5 -0.0 pp +0.1 pp +0.1 pp -0.2 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 4.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Legacy Wealth Partners, LLC CIK 0002066638 0.314 189 4.7 1.1% 2 -0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Tidemark, LLC CIK 0002009591 0.305 935 4.7 1.1% 2 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆&PARTNERS CIK 0000107136 0.806 2509 4.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 4.6 0.0% 5 -0.3 pp -0.3 pp -0.3 pp -0.2 pp
☆Breakwater Investment Management CIK 0002025925 0.462 600 4.5 1.5% 5 -0.5 pp -0.1 pp +0.1 pp +0.2 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 4.4 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 4.3 0.0% 6 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Balance Wealth Partners LLC CIK 0002065247 0.438 165 4.3 1.1% 4 -0.2 pp -0.2 pp -0.7 pp +1.1 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 4.3 0.0% 5 -0.1 pp -0.1 pp +0.0 pp -0.1 pp
☆Advus Financial Partners, LLC CIK 2150676 0.419 261 4.2 0.9% 5 +0.0 pp +0.1 pp +0.1 pp +0.5 pp
☆JGP Wealth Management, LLC CIK 0001748278 0.652 231 4.1 0.4% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆ALLSTREET CAPITAL ADVISORS LLC CIK 2130022 0.478 68 4.1 2.6% 2 -0.1 pp +2.6 pp +2.6 pp +2.6 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 4.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆INVESTMENT PARTNERS, LTD. CIK 0001050068 0.348 167 3.9 1.2% 5 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆BANNERMAN WEALTH MANAGEMENT GROUP, LLC CIK 0002058816 0.808 37 3.8 2.2% 6 -0.1 pp -0.2 pp -0.3 pp -0.2 pp
☆Orin Green Financial, LLC CIK 0001844227 0.643 83 3.8 1.4% 5 -0.1 pp +0.0 pp +0.1 pp +0.2 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 3.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 3.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 3.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Midwestern Financial, LLC /IA CIK 0002083276 0.493 54 3.6 2.5% 4 -0.1 pp +0.3 pp +0.4 pp +2.5 pp
☆LIBERTY WEALTH MANAGEMENT LLC CIK 0001769302 0.624 268 3.5 0.4% 5 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆CAMELOT TECHNOLOGY ADVISORS, INC. CIK 0002021818 0.479 59 3.4 2.3% 5 -0.1 pp +0.2 pp +0.2 pp +0.4 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.236 642 3.4 0.2% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
☆Partners in Financial Planning CIK 0002054264 0.816 131 3.3 0.5% 6 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 3.3 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Summit Wealth Group, LLC CIK 0001802865 0.629 129 3.3 0.7% 5 -0.1 pp -0.1 pp -0.2 pp -0.3 pp
☆AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 3.3 0.2% 5 -0.2 pp +0.2 pp +0.0 pp -0.1 pp
☆Vertex Planning Partners, LLC CIK 0001942341 0.551 158 3.3 0.5% 5 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Hardy Reed LLC CIK 0001761871 0.866 252 3.2 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Allegheny Financial Group CIK 0001844148 0.552 305 3.2 0.3% 5 -0.1 pp -0.1 pp -0.3 pp -0.4 pp
☆Kilter Group LLC CIK 0002058915 0.349 1580 3.2 1.1% 5 +0.0 pp -0.0 pp +0.3 pp +0.4 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 3.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 3.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Strategic Advocates LLC CIK 0001991340 0.000 260 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Clearview Wealth Advisors LLC CIK 0001840306 0.397 103 0.0 0.0% 0 +0.0 pp -0.6 pp -0.6 pp -0.6 pp
☆Total Wealth Planning, LLC CIK 0001762997 0.000 39 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Full Sail Capital, LLC CIK 0001757617 0.696 308 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
☆J.M. Arbour, LLC CIK 0002099154 0.056 132 0.0 0.0% 0 -1.3 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
☆Catalina Capital Group, LLC CIK 0002018090 0.294 173 0.0 0.0% 0 -0.3 pp -0.3 pp -0.2 pp -0.2 pp
☆M Holdings Securities, Inc. CIK 0001569638 0.030 148 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Compass Financial Services Inc CIK 0002039088 0.671 57 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆CUTLER INVESTMENT COUNSEL LLC CIK 0001285973 0.539 157 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Robinswood Financial LLC CIK 2139748 0.585 435 0.0 0.0% 0 +0.0 pp -2.1 pp -2.2 pp -2.1 pp
☆Financial Freedom, LLC CIK 0001965484 0.294 107 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TOWNSQUARE CAPITAL LLC CIK 0001761755 0.284 284 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.1 pp
☆Hopwood Nicholas Hunter CIK 2091827 0.343 131 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Pineridge Advisors LLC CIK 0002012421 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Center for Financial Planning, Inc. CIK 0001803557 0.897 666 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Glenview Trust Co CIK 0001691827 0.856 500 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Charter Oak Capital Management, LLC CIK 0001810720 0.902 208 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 -0.1 pp -0.1 pp -0.1 pp
☆Stanich Group LLC CIK 0002023324 0.748 52 0.0 0.0% 0 +0.0 pp +0.0 pp -0.6 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
☆BURKE & HERBERT BANK & TRUST CO CIK 0001101250 0.293 246 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Jackson Creek Investment Advisors LLC CIK 0001831003 0.004 312 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆First Bank & Trust CIK 0001692632 0.535 270 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brooklyn Investment Group CIK 0001795705 0.342 1827 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆GHP Investment Advisors, Inc. CIK 0001401561 0.455 1394 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vermillion & White Wealth Management Group, LLC CIK 0001862443 0.688 69 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Rothschild Wealth LLC CIK 0001811345 0.247 656 0.0 0.0% 0 -0.1 pp -0.2 pp -0.3 pp -0.3 pp
☆Barnes Wealth Management Group, Inc CIK 0002066194 0.212 195 0.0 0.0% 0 -0.6 pp -0.6 pp -0.7 pp -0.7 pp
☆Barnes Dennig Private Wealth Management LLC CIK 0002058270 0.199 365 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆FULLCIRCLE WEALTH LLC CIK 0002030910 0.164 262 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp -0.4 pp
☆KELLEHER FINANCIAL ADVISORS CIK 0001507971 0.168 864 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hutchens & Kramer Investment Management Group, LLC CIK 0001920117 0.402 160 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆SFG Wealth Management, LLC. CIK 0001908914 0.461 113 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆Grey Fox Wealth Advisors, LLC CIK 0001965362 0.690 179 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Cardinal Strategic Wealth Guidance CIK 0001801989 0.477 67 0.0 0.0% 0 -0.1 pp -0.1 pp -1.1 pp -1.1 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Austin Private Wealth, LLC CIK 0001800328 0.622 265 0.0 0.0% 0 +0.0 pp -0.8 pp -0.9 pp -0.9 pp
☆Leo Wealth, LLC CIK 0001912202 0.425 452 0.0 0.0% 0 +0.0 pp -0.5 pp -0.7 pp -0.5 pp
☆MLG Wealth Management DBA Pine Grove Financial Group CIK 2149956 0.496 218 0.0 0.0% 0 -1.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆CARY STREET PARTNERS INVESTMENT ADVISORY LLC CIK 0001766904 0.145 758 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Tenret Co LLC CIK 0001874146 0.725 33 0.0 0.0% 0 -0.8 pp -1.0 pp -0.2 pp -0.2 pp
☆ABSOLUTE CAPITAL MANAGEMENT, LLC CIK 0001817648 0.146 162 0.0 0.0% 0 -0.3 pp -0.2 pp -0.3 pp -0.3 pp
☆Quartz Partners, LLC CIK 0001659978 0.119 191 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆UNIVEST FINANCIAL Corp (UVSP) CIK 0000102212 0.709 275 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WORLD EQUITY GROUP, INC. CIK 0000878770 0.141 375 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Legacy Financial Group LLC CIK 0001834011 0.442 133 0.0 0.0% 0 -0.6 pp -0.5 pp -0.5 pp -0.5 pp
☆BLALOCK WILLIAMS, LLC CIK 0002092331 0.151 154 0.0 0.0% 0 -0.3 pp -0.2 pp -0.2 pp -0.2 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Blue Barn Wealth, LLC CIK 0001879206 0.070 46 0.0 0.0% 0 +0.0 pp -0.5 pp -1.2 pp -1.3 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 pp -0.1 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 IAGG). Qtrs Held counts distinct quarters this fund has actually held IAGG (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its IAGG position size. Δ columns are the percentage-point change in IAGG'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