Signals

← Signals

☆IAGG

535 in-universe funds with a nonzero position in IAGG within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#23712
Score / z-0.359 / -0.48
Consensus209.86 over 436 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interestno FINRA history

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 ▾
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 1,074.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 1,034.5 0.0% 1 +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 903.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 743.2 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Matson Money. Inc. CIK 0001672512 0.979 9 435.9 15.1% 1 +15.1 pp +15.1 pp +15.1 pp +15.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 413.6 0.1% 1 +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 165.4 0.0% 2 +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 122.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 114.7 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 112.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 104.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 100.3 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 90.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 88.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 83.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 67.2 0.0% 1 +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 54.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 54.2 5.3% 1 +5.3 pp +5.3 pp +5.3 pp +5.3 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 52.8 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 51.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 44.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 42.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 41.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 38.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 37.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Stratos Investment Management, LLC CIK 0001707206 0.673 382 36.9 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆GDS Wealth Management CIK 0001940869 0.458 232 36.7 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Boston Standard Wealth Management, LLC CIK 0001630939 0.841 59 36.5 6.6% 1 +6.6 pp +6.6 pp +6.6 pp +6.6 pp
☆PRUDENT INVESTORS NETWORK, INC. CIK 0001766005 0.554 87 31.6 8.5% 1 +8.5 pp +8.5 pp +8.5 pp +8.5 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 30.2 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 28.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Nationwide Fund Advisors CIK 0001097218 0.819 8 27.0 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 27.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAHABA WEALTH MANAGEMENT, INC. CIK 0001716399 0.931 158 26.6 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆SYON CAPITAL LLC CIK 0001999353 0.453 949 26.1 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 26.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 25.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMARILLO NATIONAL BANK CIK 0001053013 0.806 98 25.6 4.8% 1 +4.8 pp +4.8 pp +4.8 pp +4.8 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 25.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 24.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆JB Capital LLC CIK 0001879371 0.629 280 24.4 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 23.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆McKinley Carter Wealth Services, Inc. CIK 0001484265 0.685 317 23.0 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 22.5 0.0% 1 +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 21.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 21.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 20.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 20.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 20.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Silphium Asset Management Ltd CIK 0001758440 0.696 55 19.1 6.8% 1 +6.8 pp +6.8 pp +6.8 pp +6.8 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 18.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NYL Investors LLC CIK 0001606720 0.732 29 16.6 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
☆LANDMARK WEALTH MANAGEMENT, INC. CIK 0001985016 0.777 44 16.4 7.0% 1 +7.0 pp +7.0 pp +7.0 pp +7.0 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 16.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Trinity Wealth Management, LLC CIK 0001685364 0.398 74 15.4 6.1% 1 +6.1 pp +6.1 pp +6.1 pp +6.1 pp
☆Mason & Associates, LLC CIK 0001895045 0.899 45 15.3 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆Values Added Financial LLC CIK 0001973921 0.422 147 14.5 7.0% 1 +7.0 pp +7.0 pp +7.0 pp +7.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 14.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 14.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 14.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 14.3 0.0% 1 +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 12.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 12.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆DORVAL Corp CIK 0001999144 0.667 49 12.8 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 12.7 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 12.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆PENOBSCOT WEALTH MANAGEMENT CIK 0001875768 0.683 117 12.5 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
☆Austin Private Wealth, LLC CIK 0001800328 0.622 265 11.7 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 11.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆TECTONIC ADVISORS LLC CIK 0001859918 0.672 289 10.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Anderson Financial Strategies, LLC CIK 0002018166 0.350 36 10.6 6.8% 1 +6.8 pp +6.8 pp +6.8 pp +6.8 pp
☆Occidental Asset Management, LLC CIK 0001770994 0.384 325 10.2 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Sharkey, Howes & Javer CIK 0001642246 0.446 162 10.0 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆PDS Planning, Inc CIK 0000838618 0.712 609 10.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Octavia Wealth Advisors, LLC CIK 0001841259 0.830 231 10.0 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 10.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SteelPeak Wealth, LLC CIK 0001801868 0.452 596 9.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 9.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Kelly Financial Services LLC CIK 0002023336 0.366 141 9.4 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 9.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 9.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Aspect Partners, LLC CIK 0001985284 0.319 679 9.2 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
☆BIP Wealth, LLC CIK 0001590214 0.504 560 9.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Stone House Investment Management, LLC CIK 0001696497 0.374 1339 8.9 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Icon Wealth Advisors, LLC CIK 0001963212 0.472 420 8.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 8.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆High Falls Advisors, Inc CIK 0001569139 0.636 144 8.6 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Horst & Graben Wealth Management LLC CIK 0001818207 0.447 205 8.0 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Forum Private Client Group LLC CIK 0001910636 0.696 86 8.0 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 7.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ackerman Capital Advisors, LLC CIK 0001699506 0.684 119 7.7 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 7.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ARKANSAS FINANCIAL GROUP, INC. CIK 0000764611 0.785 97 7.3 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Freedom Investment Management, Inc. CIK 0001566653 0.736 106 7.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Boyd Wealth Management, LLC CIK 0001846114 0.523 47 7.1 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆SECURIAN ASSET MANAGEMENT, INC CIK 0001035350 0.688 926 6.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Creative Planning CIK 0001540235 0.979 4196 6.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 6.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Kooman & Associates CIK 0001961850 0.724 56 6.5 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆APPLETON PARTNERS INC/MA CIK 0001055290 0.536 275 6.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 6.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆LODESTAR PRIVATE ASSET MANAGEMENT LLC CIK 0001963040 0.628 232 6.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆One Wealth Advisors, LLC CIK 0001725297 0.425 326 6.3 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Leo Wealth, LLC CIK 0001912202 0.425 452 6.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆PAX Financial Group, LLC CIK 0001803673 0.350 207 6.2 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Capstone Financial Advisors, Inc. CIK 0001599217 0.920 191 6.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 6.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brooklyn FI, LLC CIK 0001916123 0.652 434 6.1 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Robinswood Financial LLC CIK 2139748 0.585 435 6.0 2.1% 3 -0.1 pp -0.0 pp +2.1 pp +2.1 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 6.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LifePlan Investment Advisors, Inc. CIK 0002045484 0.258 131 5.9 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆TSFG, LLC CIK 0001800513 0.413 891 5.9 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 5.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 5.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆New Capital Management LP CIK 0001696731 0.833 60 5.3 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 5.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 5.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keel Point, LLC CIK 0001386935 0.645 514 5.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 5.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Trek Financial, LLC CIK 0001768195 0.100 501 5.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆WOOSTER CORTHELL WEALTH MANAGEMENT, INC. CIK 0001566968 0.690 64 5.1 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 4.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 4.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Invst, LLC CIK 0001867587 0.314 343 4.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Continuum Advisory, LLC CIK 0001846532 0.320 1986 4.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆BlueStem Wealth Partners, LLC CIK 0001977465 0.459 127 4.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 4.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 4.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Certified Advisory Corp CIK 0001731732 0.386 327 4.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 4.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 4.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Keystone Financial Services CIK 0001865158 0.422 131 4.5 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆FFG RETIREMENT ADVISORS LLC CIK 0001966438 0.134 43 4.4 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.237 642 4.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Beacon Bridge Wealth Partners, LLC CIK 0001965468 0.306 105 4.3 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Bay Harbor Wealth Management, LLC CIK 0001767989 0.449 1293 4.2 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Quad-Cities Investment Group, LLC CIK 0001741426 0.265 209 4.1 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 4.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Burt Wealth Advisors CIK 0001612041 0.539 115 4.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 4.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Wiser Wealth Management, Inc CIK 0001573263 0.875 75 4.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Full Sail Capital, LLC CIK 0001757617 0.696 308 4.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆&PARTNERS CIK 0000107136 0.806 2509 3.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 3.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keystone Financial Group CIK 0001729299 0.524 567 3.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Cardinal Strategic Wealth Guidance CIK 0001801989 0.477 67 3.8 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆WEALTH ALLIANCE, LLC CIK 0001793904 0.335 573 3.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Cobblestone Asset Management LLC CIK 0001994512 0.302 74 3.7 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Columbus Macro, LLC CIK 0001727269 0.259 207 3.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆PFG Advisors CIK 0001694435 0.248 791 3.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆Evolution Advisers, Inc. CIK 0001906967 0.776 943 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Y.D. More Investments Ltd CIK 0001870364 0.791 510 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pineridge Advisors LLC CIK 0002012421 0.000 0 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Archer Investment Corp CIK 0001803804 0.301 1254 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kings Path Partners LLC CIK 0002030974 0.501 353 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CoreFirst Bank & Trust CIK 0001845199 0.321 279 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Running Point Capital Advisors, LLC CIK 0001840629 0.480 189 0.0 0.0% 1 +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% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆New Millennium Group LLC CIK 0001909654 0.000 0 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HAZLETT, BURT & WATSON, INC. CIK 0000046392 0.233 899 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Delos Wealth Advisors, LLC CIK 0001878326 0.268 295 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Briaud Financial Planning Inc CIK 0001800586 0.831 42 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Capital Management, LLC CIK 0001921487 0.452 175 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Providence Capital Advisors, LLC CIK 0001730814 0.167 385 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Connections Group, Inc. CIK 0001907157 0.582 251 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MPWM ADVISORY SOLUTIONS, LLC CIK 0002056693 0.441 571 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.171 5155 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cranbrook Wealth Management, LLC CIK 0001599084 0.646 406 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERICAN NATIONAL BANK & TRUST CIK 0001272164 0.539 631 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EASTERN BANK CIK 0001126395 0.668 1038 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Plante Moran Financial Advisors, LLC CIK 0001424717 0.884 1589 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Princeton Global Asset Management LLC CIK 0001767349 0.425 831 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CNB Bank CIK 0001732074 0.306 518 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WOLFF WIESE MAGANA LLC CIK 0001832097 0.120 1027 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆High Note Wealth, LLC CIK 0001807283 0.548 959 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Team Financial Group, LLC CIK 0001845163 0.669 56 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smallwood Wealth Investment Management, LLC CIK 0001921304 0.480 529 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Investors Research Corp CIK 0001730630 0.347 805 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Frazier Financial Advisors, LLC CIK 0002002745 0.569 619 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Reyes Financial Architecture, Inc. CIK 0002047201 0.000 317 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creekmur Asset Management LLC CIK 0002013091 0.963 6 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Anfield Capital Management, LLC CIK 0001602020 0.265 715 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brooklyn Investment Group CIK 0001795705 0.343 1827 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Copia Wealth Management CIK 0002058771 0.232 570 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆North Ridge Wealth Advisors, Inc. CIK 0001974277 0.697 193 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Moisand Fitzgerald Tamayo, LLC CIK 0001649107 0.895 535 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Intrua Financial, LLC CIK 0001812792 0.394 491 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SK Wealth Management, LLC CIK 0001867958 0.578 80 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 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 (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — 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