Signals

← Signals

☆IGF

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

Flow ranking

Rank#1573
Score / z0.010 / -0.01
Consensus159.99 over 282 funds
Momentumnot computed

Price & positioning

226 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 ▾
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 2,346.7 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 1,167.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 725.1 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 249.4 1.0% 4 +0.1 pp +0.2 pp +0.2 pp +1.0 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 202.3 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 178.8 2.9% 2 +1.4 pp +2.9 pp +2.9 pp +2.9 pp
☆Ballentine Partners, LLC CIK 0001374889 0.936 1078 162.1 2.3% 4 +0.2 pp +0.2 pp +0.2 pp +2.3 pp
☆Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 142.3 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆1832 Asset Management L.P. CIK 0000944388 0.851 618 129.5 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 124.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 102.0 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 96.1 0.2% 4 -0.1 pp -0.1 pp -0.1 pp +0.2 pp
☆American Family Investments, Inc. CIK 0002029723 0.976 13 91.8 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 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 91.2 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 74.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 69.1 0.5% 4 +0.1 pp +0.0 pp -0.1 pp +0.5 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 54.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 52.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NEPC LLC CIK 0001424799 0.960 53 52.4 1.0% 4 -0.0 pp -0.0 pp -0.1 pp +1.0 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 48.0 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Waldron Private Wealth LLC CIK 0001598180 0.896 350 47.6 1.9% 4 +0.2 pp +0.3 pp +0.2 pp +1.9 pp
☆PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 46.1 0.0% 4 +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 45.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 44.9 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 42.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 42.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Laird Norton Wetherby Trust Company, LLC CIK 0000723204 0.733 1017 38.7 0.8% 4 +0.4 pp +0.5 pp +0.7 pp +0.8 pp
☆CI INVESTMENTS INC. CIK 0001163648 0.648 746 35.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 35.1 0.0% 4 -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 32.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 30.3 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 29.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 29.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 24.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COUNTRY TRUST BANK CIK 0001209324 0.850 628 23.9 0.5% 4 +0.1 pp -0.0 pp -0.0 pp +0.5 pp
☆Heartland Bank & Trust Co CIK 0001866040 0.530 211 23.4 5.3% 4 -3.3 pp -2.7 pp -3.2 pp +5.3 pp
☆EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.456 1522 22.2 0.5% 4 +0.2 pp +0.4 pp +0.5 pp +0.5 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 21.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 21.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Employees' Retirement Fund of the City of Fort Worth CIK 0001986812 0.578 21 19.8 8.6% 4 +0.5 pp +8.5 pp +7.5 pp +8.6 pp
☆FSM Wealth Advisors, LLC CIK 0001942548 0.597 344 19.0 2.4% 4 +0.5 pp +0.7 pp +0.8 pp +2.4 pp
☆FIRST AMERICAN TRUST, FSB CIK 0000036066 0.429 307 16.9 1.1% 4 +0.1 pp +0.3 pp +0.4 pp +1.1 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 16.0 0.4% 4 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆GREAT LAKES ADVISORS, LLC CIK 0001078013 0.638 825 15.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 15.1 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆B & T Capital Management DBA Alpha Capital Management CIK 0001450935 0.455 128 14.2 2.1% 3 +0.2 pp +1.0 pp +2.1 pp +2.1 pp
☆Chicago Wealth Management, Inc. CIK 0001592178 0.085 63 14.0 5.6% 4 +1.0 pp +0.8 pp +0.5 pp +5.6 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 14.0 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆NAPLES GLOBAL ADVISORS, LLC CIK 0001582151 0.425 466 12.6 0.9% 4 +0.1 pp +0.1 pp +0.1 pp +0.9 pp
☆HANCOCK WHITNEY CORP (HWC, HWCPZ) CIK 0000750577 0.650 752 12.5 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 12.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 11.7 0.0% 4 +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 10.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 10.2 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Symphony Financial, Ltd. Co. CIK 0001800687 0.386 371 9.7 1.3% 2 +0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 9.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Aprio Wealth Management, LLC CIK 0001803519 0.465 635 9.4 0.5% 4 +0.1 pp -0.1 pp +0.0 pp +0.5 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 9.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.585 478 8.4 0.2% 1 +0.2 pp +0.1 pp +0.1 pp +0.2 pp
☆SAGE FINANCIAL GROUP INC CIK 0000882119 0.920 110 8.0 0.5% 4 +0.0 pp +0.0 pp +0.0 pp +0.5 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 7.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capstone Financial Advisors, Inc. CIK 0001599217 0.920 191 7.5 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆1 NORTH WEALTH SERVICES LLC CIK 0001641761 0.491 309 7.2 2.6% 2 +0.3 pp +2.6 pp +2.6 pp +2.6 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 6.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ARRIEN INVESTMENTS, INC. CIK 0002052048 0.745 44 6.4 3.5% 5 +0.3 pp +0.3 pp +0.4 pp +0.3 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 6.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Johnson Financial Group, Inc. CIK 0001477024 0.861 818 6.2 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆Tepp RIA, LLC CIK 0002055925 0.434 49 6.1 4.8% 3 -1.2 pp -0.3 pp +4.8 pp +4.8 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 5.6 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆EFG International AG CIK 0002109868 0.615 1088 5.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BANQUE PICTET & CIE SA CIK 0001535602 0.861 319 5.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆CWM, LLC CIK 0001535847 0.788 5645 5.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 5.3 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆BANCO BILBAO VIZCAYA ARGENTARIA, S.A. (BBVA, BBVXF) CIK 0000842180 0.816 733 5.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beta Wealth Group, Inc. CIK 0001594417 0.413 114 5.2 2.1% 4 +0.3 pp +0.2 pp +0.5 pp +2.1 pp
☆ARBOR TRUST WEALTH ADVISORS, LLC CIK 0001797135 0.351 96 5.1 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆BARINGS LLC CIK 0000009015 0.845 191 5.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Haven Private, LLC CIK 0002053665 0.243 171 5.0 2.2% 4 +0.2 pp +0.4 pp +1.3 pp +2.2 pp
☆Fifth Third Wealth Advisors LLC CIK 0001899030 0.680 992 5.0 0.2% 3 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 4.9 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 4.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 4.8 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Callan Family Office, LLC CIK 0001938970 0.625 1226 4.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Banco Santander, S.A. (SAN, BCDRF) CIK 0000891478 0.801 511 4.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 4.3 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Maryland State Retirement & Pension System CIK 0001795552 0.589 1423 4.2 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 4.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 4.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 4.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Stelac Advisory Services LLC CIK 0001519676 0.375 168 4.0 0.8% 4 -0.4 pp -0.6 pp -0.6 pp +0.8 pp
☆Sageworth Trust Co CIK 0001482688 0.943 127 4.0 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 3.7 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hyposwiss Advisors SA CIK 0002111640 0.218 105 3.7 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 3.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Proficio Capital Partners LLC CIK 0001654175 0.230 690 3.3 0.2% 1 +0.2 pp +0.2 pp -0.2 pp +0.2 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 3.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SIMON QUICK ADVISORS, LLC CIK 0001692038 0.785 421 3.1 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆IMA Advisory Services, Inc. CIK 0001455495 0.141 1384 3.1 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆&PARTNERS CIK 0000107136 0.806 2509 3.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BAILARD, INC. CIK 0000750641 0.578 763 3.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 3.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 3.1 0.0% 4 -0.0 pp -0.2 pp -0.2 pp +0.0 pp
☆DROMS STRAUSS ADVISORS INC /MO/ /ADV CIK 0001053292 0.718 81 3.0 0.8% 4 +0.1 pp -0.0 pp -0.1 pp +0.8 pp
☆Creative Planning CIK 0001540235 0.979 4196 2.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CX Institutional CIK 0001737089 0.437 1568 2.9 0.1% 4 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 2.8 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆PENOBSCOT WEALTH MANAGEMENT CIK 0001875768 0.683 117 2.8 0.8% 4 +0.4 pp +0.4 pp +0.4 pp +0.8 pp
☆UMB Bank, n.a. CIK 0000933429 0.805 2303 2.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 2.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 2.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 2.6 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 2.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealth Architects, LLC CIK 0001611518 0.695 248 2.6 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 2.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 2.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 2.5 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 2.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pictet North America Advisors SA CIK 0001599576 0.451 154 2.4 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆CORRADO ADVISORS, LLC CIK 0001482611 0.121 120 2.2 1.1% 4 -0.2 pp -0.2 pp -0.3 pp +1.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 2.1 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 2.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 1.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WASHINGTON TRUST BANK CIK 0000861787 0.624 206 1.9 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 1.9 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆FINANCIAL MANAGEMENT NETWORK INC CIK 0001844831 0.459 211 1.7 0.3% 3 +0.1 pp +0.2 pp +0.3 pp +0.3 pp
☆Richard W. Paul & Associates, LLC CIK 0001964203 0.312 320 1.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Sincerus Advisory, LLC CIK 0002050968 0.446 81 1.7 1.3% 4 +0.2 pp +0.4 pp +0.6 pp +1.3 pp
☆Brio Consultants, LLC CIK 0001747799 0.768 164 1.7 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆OneAscent Financial Services LLC CIK 0001780985 0.651 605 1.7 0.1% 1 +0.1 pp -0.0 pp +0.0 pp +0.1 pp
☆Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 1.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 1.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 1.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stonebridge Financial Planning Group, LLC CIK 0001802494 0.258 183 1.5 0.6% 4 +0.2 pp +0.2 pp +0.3 pp +0.6 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 1.5 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆WELLINGTON-ALTUS USA INC. CIK 1760398 0.103 661 1.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 1.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 1.4 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 1.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cavalier Investments, LLC CIK 0001655543 0.000 40 1.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Lee Financial Co CIK 0001391166 0.828 162 1.3 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆LOUISBOURG INVESTMENTS INC. CIK 0002053050 0.211 210 1.3 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆American Institute for Advanced Investment Management, LLP CIK 0001805824 0.210 159 1.3 0.8% 4 +0.1 pp +0.2 pp +0.5 pp +0.8 pp
☆NICOLET BANKSHARES INC (NIC) CIK 0001174850 0.691 612 1.3 0.0% 4 -0.1 pp -0.1 pp -0.0 pp +0.0 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 1.2 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 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOGE FINANCIAL SERVICES, LLC CIK 0001989834 0.710 83 1.2 0.6% 4 -0.4 pp -0.8 pp -1.0 pp +0.6 pp
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☆GREENLEAF TRUST CIK 0001162170 0.957 867 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS CIK 0001083190 0.767 1759 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆EFG Asset Management (Americas) Corp. CIK 0001598340 0.000 0 0.0 0.0% 0 +0.0 pp -0.9 pp -0.8 pp +0.0 pp
☆NAPA WEALTH MANAGEMENT CIK 0001602844 0.021 148 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆ALERUS FINANCIAL NA CIK 0000919458 0.827 506 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 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Almitas Capital LLC CIK 0001596468 0.265 130 0.0 0.0% 0 +0.0 pp -1.3 pp +0.0 pp +0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kiker Wealth Management, LLC CIK 0002042502 0.137 161 0.0 0.0% 0 +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% 0 +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% 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 +0.0 pp -0.6 pp -0.6 pp +0.0 pp
☆Balefire, LLC CIK 0001750924 0.097 475 0.0 0.0% 0 +0.0 pp -0.3 pp -0.1 pp +0.0 pp
☆Marshall & Sterling Wealth Advisors Inc. CIK 0002056315 0.249 339 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
☆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
☆QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 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
☆Cambria Investment Management, L.P. CIK 0001529389 0.167 731 0.0 0.0% 0 -0.5 pp -0.5 pp -0.6 pp +0.0 pp
☆Money Design Co.,Ltd. CIK 0001721608 0.864 72 0.0 0.0% 0 +0.0 pp +0.0 pp -1.4 pp +0.0 pp
☆Worth Financial Advisory Group, LLC CIK 0001964358 0.000 202 0.0 0.0% 0 -0.3 pp -0.3 pp -0.3 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
☆Y-Intercept (Hong Kong) Ltd CIK 0001772875 0.011 1651 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 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Laird Norton Wetherby Wealth Management, LLC CIK 0001279627 0.000 0 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
☆Glenmede Investment Management, LP CIK 0001644465 0.833 1410 0.0 0.0% 0 +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% 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
☆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
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆West Oak Capital, LLC CIK 0001387399 0.631 279 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆EWG Elevate Inc. CIK 0001765278 0.059 119 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
☆Marex Group Ltd (MRX) CIK 0001997464 0.247 955 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆Crescent Grove Advisors, LLC CIK 0001713520 0.500 297 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 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
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MILLER HOWARD INVESTMENTS INC /NY CIK 0000903947 0.574 152 0.0 0.0% 0 -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
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 IGF). Qtrs Held counts distinct quarters this fund has actually held IGF (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its IGF position size. Δ columns are the percentage-point change in IGF'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