Signals

← Signals

☆IAGG

790 in-universe funds with a nonzero position in IAGG within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#763
Score / z0.187 / 0.15
Consensus261.72 over 531 funds
Momentumno 12m return

Price & positioning

227 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 1,322.8 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 925.8 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 821.6 1.7% 4 +0.1 pp +0.2 pp +0.2 pp +1.7 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 551.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Matson Money. Inc. CIK 0001672512 0.979 9 488.1 15.0% 4 +0.2 pp +0.1 pp -0.1 pp +15.0 pp
☆Nationwide Fund Advisors CIK 0001097218 0.819 8 278.6 12.2% 4 -0.4 pp +10.7 pp +10.7 pp +12.2 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 273.9 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BNP Paribas Asset Management Holding S.A. CIK 1520354 0.898 2257 257.8 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 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 191.2 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 184.1 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 158.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 130.8 1.3% 4 +0.0 pp +0.1 pp +0.1 pp +1.3 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 123.6 0.7% 4 +0.3 pp +0.3 pp +0.3 pp +0.7 pp
☆Creative Planning CIK 0001540235 0.979 4196 119.0 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 114.7 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 113.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CWM, LLC CIK 0001535847 0.788 5645 112.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 110.1 4.0% 4 +0.4 pp +0.5 pp +0.2 pp +4.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 106.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 79.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 78.8 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 74.3 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Annex Advisory Services, LLC CIK 0001542287 0.657 356 67.4 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 65.2 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 63.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 60.6 4.5% 4 +0.1 pp -0.7 pp -0.7 pp +4.5 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 56.5 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 53.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 52.1 1.9% 4 +0.0 pp +0.0 pp -0.2 pp +1.9 pp
☆Stratos Investment Management, LLC CIK 0001707206 0.673 382 49.7 2.0% 4 +0.1 pp +0.1 pp +0.3 pp +2.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 47.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆GDS Wealth Management CIK 0001940869 0.458 232 46.5 2.8% 4 +0.1 pp +0.2 pp +0.1 pp +2.8 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 46.0 0.3% 4 +0.0 pp -0.0 pp -0.1 pp +0.3 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 45.3 0.3% 4 +0.0 pp +0.0 pp +0.1 pp +0.3 pp
☆True Link Financial Advisors, LLC CIK 0001846236 0.000 104 44.9 2.8% 2 +0.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 44.8 0.5% 4 +0.2 pp +0.2 pp +0.2 pp +0.5 pp
☆PRUDENT INVESTORS NETWORK, INC. CIK 0001766005 0.554 87 43.4 9.5% 4 +0.4 pp +1.0 pp +0.9 pp +9.5 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 41.5 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 40.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Boston Standard Wealth Management, LLC CIK 0001630939 0.841 59 40.5 6.6% 4 +0.1 pp +0.3 pp +0.1 pp +6.6 pp
☆RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 38.2 6.0% 6 +0.7 pp +5.4 pp +5.5 pp +5.7 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 36.9 0.5% 4 +0.0 pp +0.0 pp +0.0 pp +0.5 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 36.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 36.0 0.5% 4 +0.0 pp +0.1 pp +0.1 pp +0.5 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 34.1 0.9% 4 -0.1 pp -0.0 pp -0.1 pp +0.9 pp
☆Financial Gravity Asset Management, Inc. CIK 0001741736 0.393 973 31.5 5.6% 3 -0.3 pp -0.1 pp +5.6 pp +5.6 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 30.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CAHABA WEALTH MANAGEMENT, INC. CIK 0001716399 0.931 158 29.9 2.0% 4 +0.0 pp +0.0 pp -0.0 pp +2.0 pp
☆JB Capital LLC CIK 0001879371 0.629 280 29.9 1.2% 4 +0.1 pp +0.0 pp +0.0 pp +1.2 pp
☆AMARILLO NATIONAL BANK CIK 0001053013 0.806 98 29.9 5.3% 4 +0.2 pp +0.4 pp +0.5 pp +5.3 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 28.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 27.8 0.2% 4 +0.0 pp +0.1 pp -0.0 pp +0.2 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 27.3 0.7% 4 +0.3 pp +0.2 pp +0.6 pp +0.7 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 25.4 0.3% 4 +0.0 pp +0.0 pp -0.0 pp +0.3 pp
☆SYON CAPITAL LLC CIK 0001999353 0.452 949 24.5 1.2% 4 -0.0 pp -0.1 pp -0.5 pp +1.2 pp
☆TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC CIK 0000882928 0.947 751 22.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 22.0 0.4% 5 +0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 20.2 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
☆DORVAL Corp CIK 0001999144 0.667 49 18.9 5.9% 4 +0.4 pp +0.8 pp +1.3 pp +5.9 pp
☆Mason & Associates, LLC CIK 0001895045 0.899 45 18.3 4.2% 4 +0.2 pp +0.4 pp +0.4 pp +4.2 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 18.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 18.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NYL Investors LLC CIK 0001606720 0.731 29 17.6 6.7% 4 +0.9 pp +1.2 pp +2.1 pp +6.7 pp
☆LANDMARK WEALTH MANAGEMENT, INC. CIK 0001985016 0.777 44 17.6 6.6% 4 -0.0 pp -0.3 pp -0.4 pp +6.6 pp
☆Brio Consultants, LLC CIK 0001747799 0.768 164 17.5 2.1% 3 -0.0 pp -0.1 pp +2.1 pp +2.1 pp
☆TECTONIC ADVISORS LLC CIK 0001859918 0.672 289 17.0 0.9% 4 +0.2 pp +0.2 pp +0.3 pp +0.9 pp
☆Trinity Wealth Management, LLC CIK 0001685364 0.398 74 16.9 6.2% 4 +0.3 pp +0.3 pp +0.1 pp +6.2 pp
☆Values Added Financial LLC CIK 0001973921 0.422 147 16.6 7.0% 4 +2.8 pp -0.3 pp -0.1 pp +7.0 pp
☆PENOBSCOT WEALTH MANAGEMENT CIK 0001875768 0.683 117 15.3 4.5% 4 +0.0 pp +0.0 pp +0.1 pp +4.5 pp
☆Stadion Money Management, LLC CIK 0001321220 0.841 27 15.3 1.5% 2 +0.3 pp +1.5 pp +1.5 pp +1.5 pp
☆Sharkey, Howes & Javer CIK 0001642246 0.446 162 14.6 2.0% 4 +0.6 pp +0.4 pp +0.6 pp +2.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 14.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 14.4 1.0% 4 +0.0 pp +0.2 pp +0.1 pp +1.0 pp
☆Granite Bay Wealth Management, LLC CIK 0001911472 0.113 170 13.7 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆Occidental Asset Management, LLC CIK 0001770994 0.384 325 13.4 1.6% 4 +0.2 pp +0.2 pp +0.2 pp +1.6 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 12.5 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Anderson Financial Strategies, LLC CIK 0002018166 0.350 36 12.1 6.6% 4 +0.1 pp -0.4 pp -0.1 pp +6.6 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 12.0 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 11.9 0.1% 4 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 11.8 0.2% 4 +0.0 pp +0.0 pp -0.1 pp +0.2 pp
☆PDS Planning, Inc CIK 0000838618 0.712 609 11.7 0.8% 4 +0.0 pp +0.1 pp +0.0 pp +0.8 pp
☆Kelly Financial Services LLC CIK 0002023336 0.366 141 11.6 2.8% 4 +0.2 pp +0.1 pp +0.0 pp +2.8 pp
☆Icon Wealth Advisors, LLC CIK 0001963212 0.472 420 11.2 0.7% 4 +0.1 pp +0.1 pp +0.1 pp +0.7 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 11.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 10.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BIP Wealth, LLC CIK 0001590214 0.504 560 10.6 0.4% 4 +0.1 pp -0.1 pp -0.1 pp +0.4 pp
☆SteelPeak Wealth, LLC CIK 0001801868 0.452 596 10.6 0.3% 4 +0.0 pp -0.0 pp -0.1 pp +0.3 pp
☆Horst & Graben Wealth Management LLC CIK 0001818207 0.447 205 10.3 1.4% 4 +0.0 pp -0.0 pp +0.1 pp +1.4 pp
☆Stone House Investment Management, LLC CIK 0001696497 0.373 1339 10.2 1.8% 4 +0.3 pp +0.3 pp +0.2 pp +1.8 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 9.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Octavia Wealth Advisors, LLC CIK 0001841259 0.830 231 9.6 0.9% 4 -0.2 pp -0.1 pp -0.2 pp +0.9 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 9.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vestwell Advisors, LLC CIK 0002081474 0.919 26 9.3 2.5% 1 +2.5 pp +0.1 pp +2.5 pp +2.5 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 9.3 0.4% 4 +0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆SECURIAN ASSET MANAGEMENT, INC CIK 0001035350 0.688 926 8.7 0.3% 4 +0.0 pp +0.1 pp +0.2 pp +0.3 pp
☆Forum Private Client Group LLC CIK 0001910636 0.696 86 8.7 2.9% 4 +0.1 pp +0.0 pp -0.2 pp +2.9 pp
☆TSFG, LLC CIK 0001800513 0.413 891 8.7 1.3% 4 +0.1 pp +0.2 pp +0.2 pp +1.3 pp
☆KWB Wealth CIK 0001822236 0.452 169 8.7 0.9% 4 +0.0 pp +0.0 pp +0.6 pp +0.9 pp
☆MLG Wealth Management DBA Pine Grove Financial Group CIK 2149956 0.496 218 8.4 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 8.3 0.0% 2 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Boyd Wealth Management, LLC CIK 0001846114 0.522 47 8.3 3.5% 4 +0.3 pp +0.3 pp +0.4 pp +3.5 pp
☆PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 8.1 0.6% 4 -0.1 pp -0.2 pp -0.3 pp +0.6 pp
☆One Wealth Advisors, LLC CIK 0001725297 0.425 326 7.9 1.0% 4 +0.1 pp +0.1 pp +0.1 pp +1.0 pp
☆Discipline Wealth Solutions, LLC CIK 0002010507 0.634 197 7.7 0.8% 3 -0.4 pp -0.8 pp +0.8 pp +0.8 pp
☆Brooklyn FI, LLC CIK 0001916123 0.652 434 7.6 1.6% 4 +0.5 pp +0.3 pp +0.0 pp +1.6 pp
☆New Capital Management LP CIK 0001696731 0.833 60 7.6 1.9% 4 +0.7 pp +0.5 pp +0.4 pp +1.9 pp
☆&PARTNERS CIK 0000107136 0.806 2509 7.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PAX Financial Group, LLC CIK 0001803673 0.350 207 7.2 1.2% 4 +0.1 pp +0.1 pp +0.0 pp +1.2 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 7.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆APPLETON PARTNERS INC/MA CIK 0001055290 0.536 275 7.2 0.5% 4 +0.1 pp +0.1 pp +0.0 pp +0.5 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 7.0 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆LODESTAR PRIVATE ASSET MANAGEMENT LLC CIK 0001963040 0.628 232 6.8 0.7% 4 +0.0 pp -0.0 pp -0.1 pp +0.7 pp
☆LifePlan Investment Advisors, Inc. CIK 0002045484 0.258 131 6.8 2.7% 4 +0.1 pp +0.1 pp -0.3 pp +2.7 pp
☆Trek Financial, LLC CIK 0001768195 0.100 501 6.7 0.4% 4 +0.0 pp -0.0 pp +0.0 pp +0.4 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 6.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 6.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Shepherd Financial Partners LLC CIK 0001696628 0.545 256 6.3 0.6% 3 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 6.3 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Capstone Financial Advisors, Inc. CIK 0001599217 0.920 191 6.2 0.3% 4 +0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 6.2 0.5% 4 +0.4 pp +0.3 pp +0.1 pp +0.5 pp
☆Kooman & Associates CIK 0001961850 0.724 56 6.2 1.8% 4 +0.0 pp -0.1 pp -0.4 pp +1.8 pp
☆JT Stratford LLC CIK 0001689013 0.376 321 6.1 0.8% 4 +0.1 pp +0.4 pp +0.7 pp +0.8 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 6.0 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆MILESTONE ASSET MANAGEMENT, LLC CIK 0001964722 0.087 259 5.9 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆ARKANSAS FINANCIAL GROUP, INC. CIK 0000764611 0.785 97 5.8 0.8% 4 -0.0 pp -0.2 pp -0.3 pp +0.8 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 5.7 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Keystone Financial Services CIK 0001865158 0.422 131 5.6 1.6% 4 +0.1 pp +0.2 pp +0.1 pp +1.6 pp
☆Continuum Advisory, LLC CIK 0001846532 0.320 1986 5.5 0.5% 4 -0.0 pp -0.0 pp -0.1 pp +0.5 pp
☆Breakwater Investment Management CIK 0002025925 0.462 600 5.4 2.0% 4 +0.4 pp +0.6 pp +0.7 pp +2.0 pp
☆Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 5.3 0.4% 4 +0.1 pp +0.1 pp +0.1 pp +0.4 pp
☆Greenspring Advisors, LLC CIK 0001922200 0.867 355 5.2 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 5.2 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆Cordoba Advisory Partners LLC CIK 0002067133 0.186 144 5.2 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 5.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆BlueStem Wealth Partners, LLC CIK 0001977465 0.459 127 5.2 0.6% 4 -1.2 pp +0.0 pp -0.0 pp +0.6 pp
☆MONEYWISE, INC. CIK 0001703080 0.317 86 5.1 2.2% 2 +0.8 pp +2.2 pp +2.2 pp +2.2 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 5.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Procyon Advisors, LLC CIK 0001804329 0.458 586 5.1 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆Xena Financial Planning, LLC CIK 0002101744 0.604 38 5.0 5.6% 1 +5.6 pp +5.6 pp +5.6 pp +5.6 pp
☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 4.9 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 4.9 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Legacy Wealth Partners, LLC CIK 0002066638 0.314 189 4.8 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Wiser Wealth Management, Inc CIK 0001573263 0.874 75 4.7 1.0% 4 +0.0 pp +0.0 pp +0.0 pp +1.0 pp
☆Beacon Bridge Wealth Partners, LLC CIK 0001965468 0.305 105 4.7 1.6% 4 +0.0 pp +0.0 pp -0.1 pp +1.6 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 4.7 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 4.7 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Elevated Financial Group LLC CIK 0002063915 0.576 124 4.6 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Invst, LLC CIK 0001867587 0.314 343 4.6 0.5% 4 +0.0 pp -0.0 pp -0.1 pp +0.5 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 4.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Bay Harbor Wealth Management, LLC CIK 0001767989 0.449 1293 4.6 1.2% 4 +0.0 pp -0.0 pp -0.0 pp +1.2 pp
☆FFG RETIREMENT ADVISORS LLC CIK 0001966438 0.134 43 4.6 2.6% 4 +0.1 pp +0.1 pp -0.1 pp +2.6 pp
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☆Park Place Capital Corp CIK 0001965810 0.369 1092 1.2 0.2% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
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☆Ascentis Independent Advisors CIK 0001845003 0.000 355 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Integrity Advisory Solutions, LLC CIK 0002057931 0.588 336 1.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆WealthPoint Financial, LLC CIK 0002040860 0.147 126 1.1 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Valpey Financial Services, LLC CIK 0002077991 0.374 76 1.1 0.7% 3 -0.1 pp +0.0 pp +0.7 pp +0.7 pp
☆Comprehensive Money Management Services LLC CIK 0002058921 0.127 200 1.1 0.7% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
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☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 1.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
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☆Two West Capital Advisors LLC CIK 0002026617 0.504 101 1.1 0.6% 4 +0.1 pp +0.1 pp +0.1 pp +0.6 pp
☆CAPITAL WEALTH MANAGEMENT, LLC CIK 0001730456 0.776 39 1.1 0.3% 4 +0.0 pp -0.0 pp -0.0 pp +0.3 pp
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☆Gen-Wealth Partners Inc CIK 0002023375 0.216 722 1.0 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
☆NWAM LLC CIK 0001655006 0.392 684 1.0 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆CGN Advisors LLC CIK 0001841506 0.595 322 1.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 1.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EIGHT 31 FINANCIAL, LLC CIK 0002011328 0.470 66 1.0 0.6% 4 +0.1 pp +0.0 pp -0.0 pp +0.6 pp
☆BUSH INVESTMENT GROUP, LLC CIK 0001966640 0.570 38 1.0 0.6% 4 +0.0 pp +0.0 pp -0.0 pp +0.6 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Note Advisors, LLC CIK 0002056243 0.618 86 1.0 0.5% 4 +0.0 pp -0.1 pp -0.2 pp +0.5 pp
☆Able Wealth Management LLC CIK 0002011908 0.307 182 1.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 1.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 1.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Unify Financial Advisors CIK 0002126814 0.217 90 1.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
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☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 1.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Venturi Wealth Management, LLC CIK 0001666363 0.332 632 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Financial Planning Navigators CORP CIK 0002102043 0.755 70 0.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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☆Apeiron RIA LLC CIK 0001801846 0.178 162 0.9 0.2% 4 -0.3 pp -0.7 pp -0.5 pp +0.2 pp
☆Braun-Bostich & Associates Inc. CIK 0001740842 0.219 135 0.9 0.6% 3 +0.4 pp +0.4 pp +0.6 pp +0.6 pp
☆Aspect Partners, LLC CIK 0001985284 0.319 679 0.9 0.4% 4 +0.1 pp -4.2 pp -4.2 pp +0.4 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 0.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERICAN FINANCIAL & TAX STRATEGIES INC CIK 0000911927 0.335 102 0.9 0.4% 4 -0.0 pp -0.0 pp -0.1 pp +0.4 pp
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☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 0.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advyzon Investment Management, LLC CIK 0002011872 0.218 754 0.9 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Vested Financial Planning, LLC CIK 0002044679 0.794 29 0.9 0.7% 4 +0.1 pp +0.2 pp +0.3 pp +0.7 pp
☆Aspen Wealth Management LLC CIK 0001895252 0.752 132 0.9 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
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☆BOS Asset Management, LLC CIK 0001965814 0.309 204 0.8 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 0.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Charles Schwab Trust Co CIK 0001789219 0.768 171 0.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
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☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 0.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆Private Advisory Group LLC CIK 0001632965 0.257 287 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CALIBER WEALTH MANAGEMENT, LLC / KS CIK 0002067120 0.623 300 0.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Hobbs Wealth Management, LLC CIK 0002019202 0.511 23 0.8 0.8% 4 +0.2 pp +0.3 pp +0.3 pp +0.8 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 0.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Finley Financial, LLC CIK 0002047823 0.690 110 0.8 0.4% 4 +0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆RDA Financial Network CIK 0001774086 0.257 284 0.8 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆ABSOLUTE CAPITAL MANAGEMENT, LLC CIK 0001817648 0.146 162 0.8 0.3% 4 +0.1 pp -0.0 pp -0.0 pp +0.3 pp
☆Hershey Financial Advisers, LLC CIK 0002034214 0.009 85 0.8 0.7% 3 +0.2 pp +0.2 pp +0.7 pp +0.7 pp
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 0.8 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
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☆Hennion & Walsh Asset Management, Inc. CIK 1861642 0.369 955 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆REGIMEN WEALTH, LLC CIK 0001963863 0.700 76 0.8 0.2% 4 -0.1 pp -0.1 pp -0.1 pp +0.2 pp
☆Upper Left Wealth Management, LLC CIK 0001911228 0.326 73 0.8 0.4% 4 +0.1 pp +0.1 pp +0.1 pp +0.4 pp
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☆Prospect Financial Group LLC CIK 0002021762 0.441 70 0.7 0.7% 4 -0.0 pp -0.0 pp -0.1 pp +0.7 pp
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☆Intergy Private Wealth, LLC CIK 0001911342 0.551 147 0.7 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Retirement Wealth Solutions LLC CIK 0002044741 0.469 811 0.7 0.5% 4 +0.1 pp +0.0 pp +0.0 pp +0.5 pp
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☆OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.501 625 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆Burns Matteson Capital Management, LLC CIK 0001894164 0.261 181 0.7 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 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 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Heartwood Wealth Advisors LLC CIK 0001794935 0.727 227 0.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
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☆Spire Wealth Management CIK 0001858740 0.515 2226 0.6 0.0% 4 +0.0 pp +0.0 pp -0.5 pp +0.0 pp
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☆GRAND WEALTH MANAGEMENT, LLC CIK 0001939443 0.805 49 0.6 0.3% 4 -0.1 pp -0.1 pp -0.1 pp +0.3 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
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☆SUTTON PLACE INVESTORS LLC CIK 0001930301 0.298 148 0.6 0.3% 4 +0.0 pp -0.0 pp -0.0 pp +0.3 pp
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☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 0.6 0.0% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆Riverbend Wealth Management, LLC CIK 0002055570 0.164 173 0.6 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
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☆ACORN FINANCIAL ADVISORY SERVICES INC /ADV CIK 0001018561 0.318 223 0.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
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☆TRANSCEND CAPITAL ADVISORS, LLC CIK 0001776082 0.378 814 0.5 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆WealthTrak Capital Management LLC CIK 0002052710 0.237 77 0.5 0.4% 4 +0.0 pp -0.0 pp +0.1 pp +0.4 pp
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☆WEALTHGARDEN F.S. LLC CIK 0002023633 0.089 187 0.5 0.3% 4 +0.2 pp +0.1 pp +0.1 pp +0.3 pp
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☆BlueSky Wealth Advisors, LLC CIK 0001704107 0.722 111 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Larson Financial Group LLC CIK 0001731061 0.550 3722 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆Sigma Planning Corp CIK 0001449126 0.520 1394 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆Catalina Capital Group, LLC CIK 0002018090 0.294 173 0.4 0.3% 4 +0.0 pp +0.0 pp +0.1 pp +0.3 pp
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☆Insight Wealth Strategies, LLC CIK 0001749914 0.080 182 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parkway Wealth Management Group, LLC CIK 0002065679 0.348 147 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.4 0.1% 4 +0.0 pp -0.1 pp +0.1 pp +0.1 pp
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☆Cardinal Strategic Wealth Guidance CIK 0001801989 0.477 67 0.4 0.1% 4 +0.0 pp -1.0 pp -1.0 pp +0.1 pp
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☆EFG International AG CIK 0002109868 0.615 1088 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vision Retirement, LLC CIK 0002069023 0.485 621 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CFG Wealth Management Services, Inc. CIK 0002133547 0.527 80 0.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Latitude Advisors, LLC CIK 0001843715 0.190 239 0.4 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
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☆CARY STREET PARTNERS INVESTMENT ADVISORY LLC CIK 0001766904 0.145 758 0.4 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆VestGen Investment Management CIK 0001511739 0.060 218 0.4 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
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☆WORLD EQUITY GROUP, INC. CIK 0000878770 0.141 375 0.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 0.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Carter Financial Group, INC. CIK 0001919749 0.217 134 0.4 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Avantra Family Wealth, Inc. CIK 0001774744 0.074 165 0.4 0.3% 4 +0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆BLALOCK WILLIAMS, LLC CIK 0002092331 0.151 154 0.4 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
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☆WOOSTER CORTHELL WEALTH MANAGEMENT, INC. CIK 0001566968 0.690 64 0.0 0.0% 0 +0.0 pp +0.0 pp -0.9 pp +0.0 pp
☆Operose Advisors LLC CIK 0001909750 0.647 522 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 (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — 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