Signals

← Signals

☆IAGG

675 in-universe funds with a nonzero position in IAGG within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#280
Score / z0.711 / 1.00
Consensus230.82 over 453 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interest+724% / 5.0d ⚡

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 ▾
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 1,105.5 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 886.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 804.5 1.5% 3 +0.0 pp +0.0 pp +1.5 pp +1.5 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 507.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 493.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Matson Money. Inc. CIK 0001672512 0.979 9 466.8 14.8% 3 -0.1 pp -0.4 pp +14.8 pp +14.8 pp
☆Nationwide Fund Advisors CIK 0001097218 0.819 8 293.7 12.6% 3 +11.1 pp +11.1 pp +12.6 pp +12.6 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 209.1 0.0% 4 +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 160.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 137.1 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 122.9 1.3% 3 +0.0 pp +0.0 pp +1.3 pp +1.3 pp
☆JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 122.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 120.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 117.6 0.4% 3 -0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 116.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 109.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 108.6 3.7% 3 +0.1 pp -0.1 pp +3.7 pp +3.7 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 97.2 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 79.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 74.0 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 67.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 60.5 4.5% 3 -0.7 pp -0.8 pp +4.5 pp +4.5 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 53.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 50.5 1.9% 3 +0.0 pp -0.2 pp +1.9 pp +1.9 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 50.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 47.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Stratos Investment Management, LLC CIK 0001707206 0.673 382 47.3 1.9% 3 +0.0 pp +0.2 pp +1.9 pp +1.9 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 46.7 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 43.3 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆GDS Wealth Management CIK 0001940869 0.458 232 42.3 2.6% 3 +0.0 pp -0.0 pp +2.6 pp +2.6 pp
☆PRUDENT INVESTORS NETWORK, INC. CIK 0001766005 0.554 87 39.7 9.1% 3 +0.6 pp +0.6 pp +9.1 pp +9.1 pp
☆Boston Standard Wealth Management, LLC CIK 0001630939 0.841 59 39.4 6.5% 3 +0.1 pp -0.1 pp +6.5 pp +6.5 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 39.0 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 38.4 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 37.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 34.4 5.3% 5 +4.7 pp +4.9 pp +5.0 pp +5.3 pp
☆True Link Financial Advisors, LLC CIK 0001846236 0.000 104 33.0 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 32.3 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 31.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 31.3 1.0% 3 +0.0 pp -0.1 pp +1.0 pp +1.0 pp
☆Financial Gravity Asset Management, Inc. CIK 0001741736 0.393 973 30.6 5.9% 2 +0.2 pp +5.9 pp +5.9 pp +5.9 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 29.3 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CAHABA WEALTH MANAGEMENT, INC. CIK 0001716399 0.931 158 28.8 2.0% 3 +0.0 pp -0.1 pp +2.0 pp +2.0 pp
☆AMARILLO NATIONAL BANK CIK 0001053013 0.806 98 28.7 5.0% 3 +0.1 pp +0.3 pp +5.0 pp +5.0 pp
☆JB Capital LLC CIK 0001879371 0.629 280 28.0 1.1% 3 -0.0 pp -0.0 pp +1.1 pp +1.1 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 28.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 26.8 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 26.0 0.5% 3 +0.0 pp +0.1 pp +0.5 pp +0.5 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 25.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 25.5 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆SYON CAPITAL LLC CIK 0001999353 0.453 949 25.4 1.3% 3 -0.1 pp -0.5 pp +1.3 pp +1.3 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 24.8 0.1% 3 +0.1 pp -0.0 pp +0.1 pp +0.1 pp
☆Valpey Financial Services, LLC CIK 0002077991 0.374 76 22.0 0.8% 2 +0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 20.5 0.4% 4 -0.1 pp +0.1 pp +0.1 pp +0.4 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 20.4 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 19.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LANDMARK WEALTH MANAGEMENT, INC. CIK 0001985016 0.777 44 17.7 6.7% 3 -0.3 pp -0.3 pp +6.7 pp +6.7 pp
☆Mason & Associates, LLC CIK 0001895045 0.899 45 17.5 4.0% 3 +0.1 pp +0.1 pp +4.0 pp +4.0 pp
☆DORVAL Corp CIK 0001999144 0.667 49 17.2 5.5% 3 +0.4 pp +0.9 pp +5.5 pp +5.5 pp
☆NYL Investors LLC CIK 0001606720 0.732 29 17.1 5.8% 3 +0.3 pp +1.2 pp +5.8 pp +5.8 pp
☆Brio Consultants, LLC CIK 0001747799 0.768 164 16.8 2.2% 2 -0.0 pp +2.2 pp +2.2 pp +2.2 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 16.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlueStem Wealth Partners, LLC CIK 0001977465 0.459 127 16.5 1.8% 3 +1.3 pp +1.2 pp +1.8 pp +1.8 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 16.4 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 16.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trinity Wealth Management, LLC CIK 0001685364 0.398 74 16.0 5.9% 3 -0.1 pp -0.2 pp +5.9 pp +5.9 pp
☆McKinley Carter Wealth Services, Inc. CIK 0001484265 0.685 317 15.5 0.9% 3 -0.4 pp -0.4 pp +0.9 pp +0.9 pp
☆Stadion Money Management, LLC CIK 0001321220 0.841 27 15.2 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 14.9 0.5% 3 -0.0 pp +0.4 pp +0.5 pp +0.5 pp
☆PENOBSCOT WEALTH MANAGEMENT CIK 0001875768 0.683 117 14.5 4.5% 3 -0.0 pp +0.0 pp +4.5 pp +4.5 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 14.2 0.0% 4 +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 14.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 13.6 1.0% 3 +0.2 pp +0.1 pp +1.0 pp +1.0 pp
☆TECTONIC ADVISORS LLC CIK 0001859918 0.672 289 13.5 0.7% 3 +0.0 pp +0.1 pp +0.7 pp +0.7 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 12.5 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 11.7 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 11.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆PDS Planning, Inc CIK 0000838618 0.712 609 11.4 0.8% 3 +0.1 pp +0.0 pp +0.8 pp +0.8 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 11.4 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Anderson Financial Strategies, LLC CIK 0002018166 0.350 36 11.3 6.6% 3 -0.4 pp -0.2 pp +6.6 pp +6.6 pp
☆Austin Private Wealth, LLC CIK 0001800328 0.622 265 11.3 0.8% 3 -0.0 pp -0.1 pp +0.8 pp +0.8 pp
☆Occidental Asset Management, LLC CIK 0001770994 0.384 325 11.3 1.4% 3 -0.0 pp -0.1 pp +1.4 pp +1.4 pp
☆Octavia Wealth Advisors, LLC CIK 0001841259 0.830 231 11.2 1.1% 3 +0.0 pp -0.1 pp +1.1 pp +1.1 pp
☆PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 11.1 0.7% 3 -0.1 pp -0.2 pp +0.7 pp +0.7 pp
☆Sharkey, Howes & Javer CIK 0001642246 0.446 162 11.0 1.4% 3 -0.2 pp +0.0 pp +1.4 pp +1.4 pp
☆Creative Planning CIK 0001540235 0.979 4196 10.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kelly Financial Services LLC CIK 0002023336 0.366 141 10.6 2.6% 3 -0.1 pp -0.1 pp +2.6 pp +2.6 pp
☆BIP Wealth, LLC CIK 0001590214 0.504 560 10.5 0.4% 3 -0.1 pp -0.2 pp +0.4 pp +0.4 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 10.2 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 9.9 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆Values Added Financial LLC CIK 0001973921 0.422 147 9.9 4.2% 3 -3.1 pp -2.9 pp +4.2 pp +4.2 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 9.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Icon Wealth Advisors, LLC CIK 0001963212 0.472 420 9.7 0.6% 3 +0.0 pp +0.0 pp +0.6 pp +0.6 pp
☆SteelPeak Wealth, LLC CIK 0001801868 0.452 596 9.7 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 9.6 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Stone House Investment Management, LLC CIK 0001696497 0.373 1339 9.6 1.5% 3 -0.1 pp -0.1 pp +1.5 pp +1.5 pp
☆High Falls Advisors, Inc CIK 0001569139 0.636 144 9.4 1.9% 3 +0.0 pp +0.0 pp +1.9 pp +1.9 pp
☆Horst & Graben Wealth Management LLC CIK 0001818207 0.447 205 9.3 1.4% 3 -0.0 pp +0.1 pp +1.4 pp +1.4 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 9.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KWB Wealth CIK 0001822236 0.453 169 8.8 0.8% 3 -0.0 pp +0.5 pp +0.8 pp +0.8 pp
☆SECURIAN ASSET MANAGEMENT, INC CIK 0001035350 0.688 926 8.3 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆TSFG, LLC CIK 0001800513 0.413 891 8.3 1.2% 3 +0.1 pp +0.2 pp +1.2 pp +1.2 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 8.3 0.3% 3 -0.1 pp -0.1 pp +0.3 pp +0.3 pp
☆Forum Private Client Group LLC CIK 0001910636 0.696 86 8.3 2.8% 3 -0.0 pp -0.3 pp +2.8 pp +2.8 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 8.2 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Boyd Wealth Management, LLC CIK 0001846114 0.522 47 7.5 3.2% 3 -0.0 pp +0.1 pp +3.2 pp +3.2 pp
☆One Wealth Advisors, LLC CIK 0001725297 0.425 326 7.2 0.9% 3 -0.0 pp +0.0 pp +0.9 pp +0.9 pp
☆PAX Financial Group, LLC CIK 0001803673 0.350 207 6.8 1.2% 3 -0.0 pp -0.0 pp +1.2 pp +1.2 pp
☆APPLETON PARTNERS INC/MA CIK 0001055290 0.536 275 6.8 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆LODESTAR PRIVATE ASSET MANAGEMENT LLC CIK 0001963040 0.628 232 6.6 0.7% 3 -0.0 pp -0.1 pp +0.7 pp +0.7 pp
☆Robinswood Financial LLC CIK 2139748 0.585 435 6.6 2.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Leo Wealth, LLC CIK 0001912202 0.425 452 6.6 0.5% 3 -0.2 pp -0.0 pp +0.5 pp +0.5 pp
☆Discipline Wealth Solutions, LLC CIK 0002010507 0.634 197 6.5 1.2% 2 -0.4 pp +1.2 pp +1.2 pp +1.2 pp
☆Capstone Financial Advisors, Inc. CIK 0001599217 0.920 191 6.3 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆LifePlan Investment Advisors, Inc. CIK 0002045484 0.258 131 6.3 2.6% 3 -0.0 pp -0.4 pp +2.6 pp +2.6 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 6.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kooman & Associates CIK 0001961850 0.724 56 6.2 1.8% 3 -0.1 pp -0.4 pp +1.8 pp +1.8 pp
☆Trek Financial, LLC CIK 0001768195 0.100 501 6.0 0.4% 3 -0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆ARKANSAS FINANCIAL GROUP, INC. CIK 0000764611 0.785 97 5.9 0.9% 3 -0.2 pp -0.3 pp +0.9 pp +0.9 pp
☆&PARTNERS CIK 0000107136 0.806 2509 5.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 5.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 5.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 5.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆JT Stratford LLC CIK 0001689013 0.376 321 5.6 0.7% 3 +0.4 pp +0.6 pp +0.7 pp +0.7 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 5.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 5.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 5.3 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Continuum Advisory, LLC CIK 0001846532 0.320 1986 5.3 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
☆EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 5.2 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Brooklyn FI, LLC CIK 0001916123 0.652 434 5.2 1.1% 3 -0.2 pp -0.5 pp +1.1 pp +1.1 pp
☆Procyon Advisors, LLC CIK 0001804329 0.458 586 5.1 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Keystone Financial Services CIK 0001865158 0.422 131 4.9 1.5% 3 +0.0 pp -0.0 pp +1.5 pp +1.5 pp
☆Greenspring Advisors, LLC CIK 0001922200 0.867 355 4.9 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆New Capital Management LP CIK 0001696731 0.833 60 4.8 1.2% 3 -0.1 pp -0.3 pp +1.2 pp +1.2 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 4.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 4.7 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 4.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Bridge Wealth Partners, LLC CIK 0001965468 0.306 105 4.6 1.5% 3 -0.0 pp -0.2 pp +1.5 pp +1.5 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 4.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Invst, LLC CIK 0001867587 0.314 343 4.6 0.5% 3 -0.1 pp -0.1 pp +0.5 pp +0.5 pp
☆Wiser Wealth Management, Inc CIK 0001573263 0.875 75 4.6 1.0% 3 +0.0 pp +0.0 pp +1.0 pp +1.0 pp
☆Breakwater Investment Management CIK 0002025925 0.462 600 4.5 1.6% 3 +0.2 pp +0.3 pp +1.6 pp +1.6 pp
☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 4.4 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Bay Harbor Wealth Management, LLC CIK 0001767989 0.449 1293 4.4 1.2% 3 -0.0 pp -0.0 pp +1.2 pp +1.2 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 4.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 4.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.237 642 4.2 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆Quad-Cities Investment Group, LLC CIK 0001741426 0.265 209 4.1 1.7% 3 -0.0 pp -0.2 pp +1.7 pp +1.7 pp
☆Balance Wealth Partners LLC CIK 0002065247 0.438 165 4.1 1.3% 2 -0.5 pp +1.3 pp +1.3 pp +1.3 pp
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☆Running Point Capital Advisors, LLC CIK 0001840629 0.480 189 0.0 0.0% 0 -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% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Rice Partnership, LLC CIK 0001736736 0.521 171 0.0 0.0% 0 -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% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SFG Wealth Management, LLC. CIK 0001908914 0.461 113 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Vestwell Advisors, LLC CIK 0002081474 0.919 26 0.0 0.0% 0 -2.5 pp +0.0 pp +0.0 pp +0.0 pp
☆Dai-ichi Life Holdings, Inc. CIK 0000948518 0.000 0 0.0 0.0% 0 -6.8 pp +0.0 pp +0.0 pp +0.0 pp
☆Brooklyn Investment Group CIK 0001795705 0.343 1827 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 -0.1 pp +0.0 pp +0.0 pp
☆Elios Financial Group Inc. CIK 0002035601 0.361 120 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆ASHTON THOMAS SECURITIES, LLC CIK 0000771572 0.064 377 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Aletheian Wealth Advisors LLC CIK 0001922281 0.525 109 0.0 0.0% 0 -2.0 pp -1.7 pp +0.0 pp +0.0 pp
☆New Millennium Group LLC CIK 0001909654 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PFG Investments, LLC CIK 0001973224 0.437 1295 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Total Wealth Planning, LLC CIK 0001762997 0.000 39 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆WHITTIER TRUST CO CIK 0001137881 0.805 1354 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Verisail Partners, LLC CIK 0002016904 0.898 26 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
☆Stanich Group LLC CIK 0002023324 0.748 52 0.0 0.0% 0 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
☆Kings Path Partners LLC CIK 0002030974 0.501 353 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
☆PrairieView Partners, LLC CIK 0001726673 0.845 397 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Burt Wealth Advisors CIK 0001612041 0.539 115 0.0 0.0% 0 -1.0 pp -0.9 pp +0.0 pp +0.0 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Efficient Advisors, LLC CIK 0001542164 0.787 58 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Guerra Advisors Inc CIK 0002055363 0.000 0 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 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
☆DOHJ, LLC CIK 0001801881 0.000 0 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Copperleaf Capital, LLC CIK 0001802225 0.175 114 0.0 0.0% 0 -0.7 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Retireful, LLC CIK 0001919176 0.005 81 0.0 0.0% 0 +0.0 pp -1.0 pp +0.0 pp +0.0 pp
☆FULLCIRCLE WEALTH LLC CIK 0002030910 0.164 262 0.0 0.0% 0 -0.4 pp -0.4 pp +0.0 pp +0.0 pp
☆My Legacy Advisors, LLC CIK 0001767802 0.172 206 0.0 0.0% 0 +0.0 pp -0.6 pp +0.0 pp +0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Certified Advisory Corp CIK 0001731732 0.386 327 0.0 0.0% 0 +0.0 pp -0.5 pp +0.0 pp +0.0 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Avion Wealth CIK 0001792704 0.773 1750 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Marex Group Ltd (MRX) CIK 0001997464 0.247 955 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Jackson Creek Investment Advisors LLC CIK 0001831003 0.004 312 0.0 0.0% 0 +0.0 pp -0.2 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 -0.1 pp +0.0 pp +0.0 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆KICKSTAND VENTURES, LLC. CIK 0002000355 0.132 154 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆Bangor Savings Bank CIK 0001352675 0.827 543 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Diversified Enterprises, LLC CIK 0002037264 0.848 425 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 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 (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — 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