Signals

← Signals

☆IGEB

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

Flow ranking

Rank#17109
Score / z0.000 / -0.02
Consensus55.07 over 107 funds
Momentumnot computed

Price & positioning

227 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

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 141.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 98.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆State of New Jersey Common Pension Fund D CIK 0001483066 0.840 1718 86.6 0.3% 4 +0.0 pp +0.1 pp +0.0 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 53.6 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Stratos Investment Management, LLC CIK 0001707206 0.673 382 53.1 2.1% 4 +0.0 pp +0.1 pp +0.2 pp +2.1 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 48.4 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CWM, LLC CIK 0001535847 0.788 5645 35.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Hennion & Walsh Asset Management, Inc. CIK 1861642 0.369 955 35.3 1.2% 4 -0.2 pp -0.2 pp -0.3 pp +1.2 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 33.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 33.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 30.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WALLER FINANCIAL PLANNING GROUP, INC CIK 0001736079 0.800 78 27.6 6.1% 4 +0.2 pp +0.7 pp +0.7 pp +6.1 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 26.6 0.3% 4 -0.1 pp -0.1 pp -0.1 pp +0.3 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 25.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 23.7 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 21.9 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ameliora Wealth Management Ltd. CIK 0001910168 0.478 229 19.1 6.1% 4 -1.8 pp -2.2 pp -2.8 pp +6.1 pp
☆DORVAL Corp CIK 0001999144 0.667 49 18.0 5.6% 4 +1.1 pp +1.4 pp +1.8 pp +5.6 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 17.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 15.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 14.8 0.2% 4 -0.1 pp -0.1 pp -0.2 pp +0.2 pp
☆BlueStem Wealth Partners, LLC CIK 0001977465 0.459 127 12.2 1.4% 4 +0.4 pp +0.3 pp +0.4 pp +1.4 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 11.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 11.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 8.6 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Breakwater Capital Group CIK 0001964309 0.408 374 8.0 1.1% 4 -0.0 pp +0.2 pp +0.4 pp +1.1 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 7.9 0.1% 5 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 7.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 7.4 0.0% 4 +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 7.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 5.9 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆CPA Asset Management Group, LLC CIK 0001963967 0.213 97 5.8 1.9% 4 -0.5 pp -0.6 pp -0.5 pp +1.9 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 5.7 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 5.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 5.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Hoese & Co LLP CIK 0001840268 0.583 183 4.9 3.6% 4 +0.0 pp +1.0 pp +1.5 pp +3.6 pp
☆Kelly Financial Services LLC CIK 0002023336 0.366 141 4.1 1.0% 4 -0.0 pp +0.1 pp +0.2 pp +1.0 pp
☆Accel Wealth Management CIK 0001838226 0.241 305 4.0 1.0% 4 +0.1 pp +0.1 pp +0.0 pp +1.0 pp
☆Keystone Wealth Services, LLC CIK 0001866189 0.294 326 3.9 0.8% 4 +0.0 pp -0.0 pp +0.6 pp +0.8 pp
☆Daybright Advisory Services, Inc. CIK 0002107111 0.532 145 3.8 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 3.7 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆Lunt Capital Management, Inc. CIK 0001608034 0.429 90 3.5 1.3% 4 +0.2 pp +0.1 pp +0.0 pp +1.3 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 3.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Altus Wealth Management, LLC CIK 0001802107 0.888 26 3.2 1.4% 4 +0.1 pp +0.5 pp +0.5 pp +1.4 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 3.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 3.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LARCH CAPITAL PARTNERS LLC CIK 0002112646 0.848 58 2.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆EFG International AG CIK 0002109868 0.615 1088 2.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Fermata Advisors, LLC CIK 0001859259 0.280 275 2.7 0.6% 4 -0.1 pp -0.2 pp +0.1 pp +0.6 pp
☆C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 2.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 2.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆JB Capital LLC CIK 0001879371 0.629 280 2.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆FreeGulliver LLC CIK 0002032561 0.536 123 2.5 1.0% 4 -0.1 pp -0.2 pp -0.1 pp +1.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 2.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.520 555 2.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Shared Vision Wealth Group LLC CIK 0002008178 0.394 114 2.1 0.9% 4 -0.2 pp -0.2 pp -0.3 pp +0.9 pp
☆EAGLE GLOBAL ADVISORS LLC CIK 0001130787 0.663 277 2.1 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 2.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 2.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 1.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 1.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 1.7 0.0% 4 -0.3 pp -0.3 pp -0.2 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 1.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 1.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Two West Capital Advisors LLC CIK 0002026617 0.504 101 1.6 0.8% 4 -0.1 pp -0.0 pp +0.1 pp +0.8 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 1.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 1.5 0.0% 2 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 1.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Convergence Financial, LLC CIK 0002034001 0.141 272 1.4 0.2% 4 -0.1 pp -0.1 pp -0.1 pp +0.2 pp
☆McGlone Suttner Wealth Management, Inc. CIK 0001964819 0.811 196 1.4 0.2% 4 -1.6 pp -1.6 pp -1.7 pp +0.2 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 1.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 1.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 1.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Wealth Management Associates, Inc. CIK 0002067339 0.209 254 1.2 0.4% 6 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Keebeck Wealth Management CIK 0001803675 0.338 471 1.2 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆ShoreHaven Wealth Partners, LLC CIK 0001844922 0.377 106 1.2 0.4% 3 -0.1 pp -0.1 pp +0.4 pp +0.4 pp
☆Helium Advisors LLC CIK 0002056653 0.215 107 1.2 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Tidemark, LLC CIK 0002009591 0.305 935 1.2 0.3% 4 -0.0 pp +0.0 pp +0.1 pp +0.3 pp
☆Transamerica Financial Advisors, LLC CIK 0001502149 0.192 2188 1.1 0.1% 3 -0.1 pp -0.0 pp +0.1 pp +0.1 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 1.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 1.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 1.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FORTE ASSET MANAGEMENT LLC CIK 0001927129 0.278 77 1.0 0.5% 4 +0.0 pp -0.0 pp -0.0 pp +0.5 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 1.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Paller Financial Services Inc CIK 0002095931 0.156 44 1.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 1.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Icon Wealth Advisors, LLC CIK 0001963212 0.472 420 0.9 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆PATTON ALBERTSON MILLER GROUP, LLC CIK 0001511037 0.438 213 0.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Cadia Private Client LLC CIK 0002135817 0.358 76 0.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆SteelPeak Wealth, LLC CIK 0001801868 0.452 596 0.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Invst, LLC CIK 0001867587 0.314 343 0.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆ADE, LLC CIK 0001845950 0.661 93 0.7 0.3% 4 -0.0 pp -0.0 pp +0.1 pp +0.3 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 0.7 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆1620 INVESTMENT ADVISORS, INC. CIK 0001907281 0.125 677 0.7 0.5% 4 +0.0 pp -0.0 pp -0.0 pp +0.5 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 0.6 0.1% 4 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
☆GC Wealth Management RIA, LLC CIK 0002011169 0.237 483 0.6 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 0.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Riverbend Wealth Management, LLC CIK 0002055570 0.164 173 0.5 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Composition Wealth, LLC CIK 0001585859 0.755 995 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 0.5 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Centerpoint Advisory Group CIK 0002054093 0.250 117 0.5 0.4% 4 -0.1 pp -0.2 pp -0.2 pp +0.4 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Argyle Capital Partners, LLC CIK 0002079995 0.144 177 0.5 0.3% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆OpenArc Corporate Advisory, LLC CIK 0002111345 0.753 789 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LOCKERMAN FINANCIAL GROUP, INC. CIK 0001906539 0.113 87 0.5 0.8% 3 -0.0 pp +0.3 pp +0.8 pp +0.8 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 0.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avantra Family Wealth, Inc. CIK 0001774744 0.074 165 0.4 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆TSG Advice Partners, LLC CIK 0002111347 0.054 135 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Arlington Trust Co LLC CIK 0001997685 0.934 846 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Inspire Advisors, LLC CIK 0001810558 0.441 725 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JOURNEY STRATEGIC WEALTH LLC CIK 0001909316 0.926 821 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Investment Advisory Group, LLC CIK 0001910273 0.464 220 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Tennessee Valley Asset Management Partners CIK 0001826790 0.722 204 0.3 0.0% 3 -0.4 pp -0.4 pp +0.0 pp +0.0 pp
☆West Wealth Group, LLC CIK 0001923591 0.670 143 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.3 0.0% 1 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vision Retirement, LLC CIK 0002069023 0.485 621 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Able Wealth Management LLC CIK 0002011908 0.307 182 0.3 0.1% 4 -0.1 pp -0.2 pp -0.2 pp +0.1 pp
☆New England Private Wealth Advisors LLC CIK 0001582813 0.498 205 0.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.3 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Everest Financial Group LLC CIK 0002056391 0.397 208 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stronghold Wealth Management L.L.C. CIK 0002107257 0.112 131 0.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Caitlin John, LLC CIK 0002010947 0.012 991 0.3 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆SigFig Wealth Management, LLC CIK 0001696957 0.938 142 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆REICON WEALTH ADVISORS, LLC CIK 0001888847 0.719 92 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆GEM Asset Management, LLC CIK 0001963319 0.462 116 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Embree Financial Group CIK 0002020860 0.466 283 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Warwick Investment Management, Inc. CIK 0001931041 0.746 149 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TWIN CITY PRIVATE WEALTH, LLC CIK 0002021982 0.133 104 0.2 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 0.2 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SPIRIT OF AMERICA MANAGEMENT CORP/NY CIK 0001041283 0.265 308 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Destiny Wealth Partners, LLC CIK 0001844369 0.190 184 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Betterment LLC CIK 0001633901 0.437 675 0.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kingdom Financial Group LLC. CIK 0001962236 0.603 855 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Signature Equity Partners, LLC CIK 0002109813 0.088 1571 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Scarborough Advisors, LLC CIK 0001815355 0.288 147 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆EVOLUTION WEALTH MANAGEMENT INC. CIK 0002010029 0.185 935 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆REAP Financial Group, LLC CIK 0002048581 0.669 542 0.0 0.0% 4 -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% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.451 2954 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Mosley Wealth Management CIK 0002011849 0.000 781 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Colonial Trust Co / SC CIK 0001954093 0.347 1135 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MASECO LLP CIK 0002074052 0.917 291 0.0 0.0% 3 -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 0.0 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆MA Private Wealth CIK 0001767474 0.750 88 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
☆Advus Financial Partners, LLC CIK 2150676 0.419 261 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.2 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 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 -0.6 pp -0.6 pp -0.7 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% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sharkey, Howes & Javer CIK 0001642246 0.446 162 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆North Capital, Inc. CIK 0002065938 0.475 102 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 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 +0.0 pp -0.3 pp +0.0 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Midwest Capital Advisors, LLC CIK 0002026480 0.399 210 0.0 0.0% 0 +0.0 pp -0.0 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
☆Lion Street Advisors, LLC CIK 0001801991 0.052 224 0.0 0.0% 0 +0.0 pp -0.3 pp -0.2 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
☆Kilter Group LLC CIK 0002058915 0.349 1580 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Fairway Wealth LLC CIK 0002019393 0.715 239 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Systelligence, LLC CIK 0001882691 0.094 62 0.0 0.0% 0 -0.8 pp -1.9 pp -1.2 pp +0.0 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Ascent Group, LLC CIK 0001913231 0.508 808 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GoalVest Advisory LLC CIK 0001839307 0.587 500 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 -0.2 pp -0.2 pp -0.0 pp +0.0 pp
☆Precision Wealth Strategies, LLC CIK 0001844197 0.113 170 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆DecisionMap Wealth Management, LLC CIK 0002001526 0.277 145 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Triad Wealth Partners, LLC CIK 0002012717 0.205 553 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vertex Planning Partners, LLC CIK 0001942341 0.551 158 0.0 0.0% 0 -0.2 pp -0.1 pp -0.1 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
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Trivium Point Advisory, LLC CIK 0001766564 0.075 354 0.0 0.0% 0 -0.3 pp -0.4 pp -0.3 pp +0.0 pp
☆SWMG, LLC CIK 0001839255 0.473 100 0.0 0.0% 0 -0.5 pp -0.5 pp -0.6 pp +0.0 pp
☆High Falls Advisors, Inc CIK 0001569139 0.636 144 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Kozak & Associates, Inc. CIK 0001764970 0.407 451 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Key FInancial Inc CIK 0001801720 0.372 1356 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SYM FINANCIAL Corp CIK 0000764739 0.741 530 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.0 0.0% 0 +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 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Traveka Wealth, LLC CIK 0002009176 0.376 199 0.0 0.0% 0 -0.9 pp -0.6 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Certus Wealth Management, LLC CIK 0001989526 0.399 58 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
☆JT Stratford LLC CIK 0001689013 0.376 321 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Commonwealth Retirement Investments LLC CIK 0001963787 0.130 417 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LIBERTY SQUARE WEALTH PARTNERS LLC CIK 0002057655 0.743 140 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Beacon Capital Management, LLC CIK 0001921487 0.451 175 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Raleigh Capital Management Inc. CIK 0001911726 0.166 610 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 IGEB). Qtrs Held counts distinct quarters this fund has actually held IGEB (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its IGEB position size. Δ columns are the percentage-point change in IGEB'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