Signals

IGF

555 in-universe funds with a nonzero position in IGF within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#18380
Score / z0.000 / -0.02
Consensus187.22 over 325 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)
Fund Positions
Quarters Held

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 2,310.6 0.3% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 1,253.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 756.1 0.2% 5 -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 257.4 0.3% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 252.7 0.7% 5 -0.3 pp -0.1 pp -0.1 pp -0.1 pp
NorthRock Partners, LLC CIK 0001632097 0.841 669 204.9 3.0% 3 +0.1 pp +1.5 pp +3.0 pp +3.0 pp
American Family Investments, Inc. CIK 0002029723 0.976 13 169.0 3.1% 2 +0.6 pp +3.1 pp +3.1 pp +3.1 pp
Ballentine Partners, LLC CIK 0001374889 0.936 1078 168.7 2.1% 5 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
1832 Asset Management L.P. CIK 0000944388 0.851 618 134.0 0.2% 5 -0.0 pp +0.0 pp -0.1 pp -0.1 pp
Mariner, LLC CIK 0001373442 0.925 3517 132.5 0.1% 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 119.6 0.0% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 114.1 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 112.8 0.3% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 96.3 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 84.6 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 71.1 0.5% 5 +0.0 pp +0.1 pp +0.1 pp -0.1 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 66.5 0.0% 5 +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 56.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 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 52.7 0.0% 6 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 52.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
NEPC LLC CIK 0001424799 0.960 53 52.1 1.0% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
Waldron Private Wealth LLC CIK 0001598180 0.896 350 45.8 1.6% 5 -0.3 pp -0.1 pp +0.0 pp -0.1 pp
MAI Capital Management CIK 0001040197 0.725 1889 45.4 0.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 45.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Laird Norton Wetherby Trust Company, LLC CIK 0000723204 0.733 1017 43.1 0.8% 5 -0.0 pp +0.4 pp +0.5 pp +0.7 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 42.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CIBC Bancorp USA Inc. CIK 0001711924 0.876 1843 41.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 39.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 39.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Savant Capital, LLC CIK 0001482880 0.851 1836 37.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 37.9 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 35.3 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
CI INVESTMENTS INC. CIK 0001163648 0.648 746 35.0 0.1% 3 -0.1 pp -0.0 pp +0.1 pp +0.1 pp
Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 31.0 0.2% 5 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 27.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 24.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 24.2 0.4% 5 -0.1 pp +0.1 pp +0.4 pp +0.4 pp
COUNTRY TRUST BANK CIK 0001209324 0.850 628 23.8 0.4% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Heartland Bank & Trust Co CIK 0001866040 0.530 211 23.4 4.9% 5 -0.4 pp -3.8 pp -3.1 pp -3.6 pp
FMR LLC CIK 0000315066 0.989 5571 23.4 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 22.6 0.0% 5 +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 22.3 2.9% 4 +0.9 pp +1.1 pp +1.9 pp +2.9 pp
Employees' Retirement Fund of the City of Fort Worth CIK 0001986812 0.578 21 20.9 7.5% 5 -1.1 pp -0.7 pp +7.3 pp +6.3 pp
FSM Wealth Advisors, LLC CIK 0001942548 0.597 344 20.9 2.2% 5 -0.2 pp +0.2 pp +0.5 pp +0.6 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 19.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST AMERICAN TRUST, FSB CIK 0000036066 0.429 307 17.0 1.0% 5 -0.1 pp -0.0 pp +0.1 pp +0.2 pp
GREAT LAKES ADVISORS, LLC CIK 0001078013 0.638 825 16.0 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital Analysts, LLC CIK 0001624758 0.681 1536 15.9 0.4% 5 -0.1 pp -0.1 pp -0.1 pp +0.3 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 15.4 0.0% 1 +0.0 pp -0.1 pp +0.0 pp -0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 15.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 14.7 0.0% 6 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
NAPLES GLOBAL ADVISORS, LLC CIK 0001582151 0.425 466 12.8 0.8% 5 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 12.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aprio Wealth Management, LLC CIK 0001803519 0.465 635 12.2 0.6% 5 +0.1 pp +0.2 pp +0.0 pp +0.1 pp
HANCOCK WHITNEY CORP (HWC, HWCPZ) CIK 0000750577 0.650 752 12.1 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 12.1 0.0% 1 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 11.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 11.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 10.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Symphony Financial, Ltd. Co. CIK 0001800687 0.386 371 10.6 1.2% 3 -0.1 pp +0.0 pp +1.2 pp +1.2 pp
KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 9.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NorthCoast Asset Management LLC CIK 0001665198 0.584 478 8.6 0.2% 2 -0.0 pp +0.2 pp +0.1 pp +0.1 pp
SAGE FINANCIAL GROUP INC CIK 0000882119 0.920 110 8.5 0.5% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 8.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 7.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
1 NORTH WEALTH SERVICES LLC CIK 0001641761 0.491 309 7.5 2.5% 3 -0.2 pp +0.2 pp +2.5 pp +2.5 pp
Capstone Financial Advisors, Inc. CIK 0001599217 0.920 191 7.5 0.4% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
BANQUE PICTET & CIE SA CIK 0001535602 0.861 319 7.2 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
ARBOR TRUST WEALTH ADVISORS, LLC CIK 0001797135 0.351 96 7.1 2.9% 2 +0.6 pp +2.9 pp +2.9 pp +2.9 pp
Tepp RIA, LLC CIK 0002055925 0.434 49 7.1 4.8% 4 +0.1 pp -1.1 pp -0.2 pp +4.8 pp
Proficio Capital Partners LLC CIK 0001654175 0.230 690 6.8 0.2% 2 +0.1 pp +0.2 pp +0.2 pp -0.2 pp
ARRIEN INVESTMENTS, INC. CIK 0002052048 0.745 44 6.7 3.4% 6 -0.1 pp +0.2 pp +0.2 pp +0.3 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 6.4 0.0% 5 -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% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Maryland State Retirement & Pension System CIK 0001795552 0.589 1423 6.0 0.1% 5 +0.0 pp +0.1 pp +0.1 pp -0.0 pp
Fifth Third Wealth Advisors LLC CIK 0001899030 0.680 992 5.9 0.2% 4 -0.0 pp +0.1 pp +0.2 pp +0.2 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 5.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 5.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
EFG International AG CIK 0002109868 0.615 1088 5.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 5.6 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Beta Wealth Group, Inc. CIK 0001594417 0.413 114 5.6 2.1% 5 -0.0 pp +0.2 pp +0.2 pp +0.5 pp
Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 5.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 5.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 5.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Modern Wealth Management, LLC CIK 0002001900 0.385 1101 4.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Visionary Wealth Advisors CIK 0001802984 0.494 666 4.6 0.2% 5 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
Callan Family Office, LLC CIK 0001938970 0.625 1226 4.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Clearstead Advisors, LLC CIK 0000842775 0.687 3646 4.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Stelac Advisory Services LLC CIK 0001519676 0.375 168 4.4 0.8% 5 +0.0 pp -0.4 pp -0.5 pp -0.6 pp
Financiere des Professionnels - Fonds d'investissement inc. CIK 0001996846 0.378 344 4.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Haven Private, LLC CIK 0002053665 0.242 171 4.3 1.6% 5 -0.5 pp -0.3 pp -0.1 pp +0.8 pp
MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 4.3 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 4.2 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
BARINGS LLC CIK 0000009015 0.845 191 4.2 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Creative Planning CIK 0001540235 0.979 4196 4.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Apella Capital, LLC CIK 0001801507 0.827 695 4.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Sageworth Trust Co CIK 0001482688 0.943 127 3.9 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Banco Santander, S.A. (SAN, BCDRF) CIK 0000891478 0.801 511 3.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Hyposwiss Advisors SA CIK 0002111640 0.218 105 3.8 3.6% 2 -0.1 pp +3.6 pp +3.6 pp +3.6 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 3.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
VestGen Advisors, LLC CIK 0002050130 0.463 1075 3.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
IMA Advisory Services, Inc. CIK 0001455495 0.141 1384 3.5 0.2% 4 -0.1 pp -0.1 pp -0.1 pp +0.2 pp
&PARTNERS CIK 0000107136 0.806 2509 3.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Permanens Capital L.P. CIK 0001599637 0.386 100 3.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
SIMON QUICK ADVISORS, LLC CIK 0001692038 0.785 421 3.2 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
Logan Stone Capital, LLC CIK 0001535521 0.058 155 3.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp -1.6 pp
BAILARD, INC. CIK 0000750641 0.578 763 3.1 0.1% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 2.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
PENOBSCOT WEALTH MANAGEMENT CIK 0001875768 0.683 117 2.9 0.8% 5 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
CX Institutional CIK 0001737089 0.437 1568 2.9 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 2.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
DROMS STRAUSS ADVISORS INC /MO/ /ADV CIK 0001053292 0.718 81 2.9 0.7% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 2.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 2.8 0.0% 1 +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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 2.7 0.0% 5 -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 2.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 2.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 2.5 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 2.5 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Solstein Capital, LLC CIK 0001730769 0.250 434 2.5 0.9% 2 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 2.5 0.0% 6 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Wealth Architects, LLC CIK 0001611518 0.694 248 2.5 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Summit Financial, LLC CIK 0001765536 0.662 1580 2.4 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% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
FINANCIAL MANAGEMENT NETWORK INC CIK 0001844831 0.459 211 2.1 0.3% 4 +0.0 pp +0.1 pp +0.2 pp +0.3 pp
UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 2.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. (BBVA, BBVXF) CIK 0000842180 0.816 733 2.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Y-Intercept (Hong Kong) Ltd CIK 0001772875 0.011 1651 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIDUCIENT ADVISORS LLC CIK 0001729866 0.386 153 2.0 0.3% 5 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 2.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MARQUETTE ASSOCIATES, INC. CIK 0002042617 0.354 38 1.9 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 1.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Global Retirement Partners, LLC CIK 0001749744 0.465 4501 1.9 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 1.8 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 1.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 1.8 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Western Wealth Management, LLC CIK 0001767902 0.459 1001 1.8 0.1% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sincerus Advisory, LLC CIK 0002050968 0.446 81 1.7 1.2% 5 -0.1 pp +0.1 pp +0.3 pp +0.5 pp
WASHINGTON TRUST BANK CIK 0000861787 0.624 206 1.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Pitcairn Wealth Advisors LLC CIK 0002089089 0.272 281 1.7 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
Richard W. Paul & Associates, LLC CIK 0001964203 0.312 320 1.7 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
Brio Consultants, LLC CIK 0001747799 0.768 164 1.7 0.2% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
Stonebridge Financial Planning Group, LLC CIK 0001802494 0.258 183 1.6 0.5% 5 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Cornerstone National Bank & Trust Co CIK 0002104293 0.272 216 1.6 0.5% 2 +0.2 pp +0.5 pp +0.5 pp +0.5 pp
OneAscent Financial Services LLC CIK 0001780985 0.651 605 1.6 0.1% 2 -0.0 pp +0.1 pp -0.1 pp -0.0 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 1.5 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 1.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Lee Financial Co CIK 0001391166 0.828 162 1.4 0.2% 4 -0.0 pp +0.1 pp +0.1 pp +0.2 pp
CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 1.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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4J Wealth Management LLC CIK 0001840775 0.383 111 1.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
American Institute for Advanced Investment Management, LLP CIK 0001805824 0.210 159 1.3 0.7% 5 -0.1 pp -0.0 pp +0.1 pp +0.4 pp
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AWM CAPITAL, LLC CIK 0001806820 0.854 122 1.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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Cavalier Investments, LLC CIK 0001655543 0.000 40 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
Clayton Financial Group LLC CIK 0002011212 0.402 65 0.0 0.0% 0 -0.1 pp -0.1 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
Crescent Grove Advisors, LLC CIK 0001713520 0.500 297 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 0.0 0.0% 0 +0.0 pp -0.0 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
Laird Norton Wetherby Wealth Management, LLC CIK 0001279627 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 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
NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Integrated Advisors Network LLC CIK 0001660177 0.358 674 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Cambria Investment Management, L.P. CIK 0001529389 0.166 731 0.0 0.0% 0 +0.0 pp -0.5 pp -0.5 pp -0.6 pp
Sunbelt Securities, Inc. CIK 0001632932 0.451 2954 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
Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.6 pp
INSIGNEO ADVISORY SERVICES, LLC CIK 0001964958 0.245 875 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 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
Summit X, LLC CIK 0001697729 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Balefire, LLC CIK 0001750924 0.097 475 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp -0.1 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
BETO FINANCIAL GROUP, LLC CIK 0002104828 0.175 154 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
GFS Advisors, LLC CIK 0001427263 0.000 266 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Richmond Investment Services, LLC CIK 0002031991 0.250 145 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.0 pp
Essential Partners LLC CIK 0002136442 0.019 2853 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Algorithmic Investment Models, LLC CIK 0001806628 0.185 35 0.0 0.0% 0 +0.0 pp -0.3 pp -0.8 pp -0.8 pp
SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 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
Money Design Co.,Ltd. CIK 0001721608 0.864 72 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.4 pp
CAPITAL INSIGHT PARTNERS, LLC CIK 0001664385 0.000 0 0.0 0.0% 0 +0.0 pp -0.8 pp -0.8 pp -0.8 pp
Tripletail Wealth Management, LLC CIK 0002079812 0.216 278 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BFSG, LLC CIK 0001706836 0.376 765 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Coordinated Financial Services, Inc. CIK 0002055532 0.207 175 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
GEN Financial Management, INC. CIK 0002032497 0.680 42 0.0 0.0% 0 -0.2 pp -0.2 pp -0.3 pp -0.3 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
TOTAL INVESTMENT MANAGEMENT INC CIK 0001068804 0.810 89 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Argentarii, LLC CIK 0002030055 0.348 213 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Equita Financial Network, Inc. CIK 0001994461 0.692 95 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 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 -0.2 pp -0.2 pp -0.2 pp
VESTOR CAPITAL, LLC CIK 0001132699 0.000 276 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
GREENLEAF TRUST CIK 0001162170 0.956 867 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
VERITY Wealth Advisors CIK 0001763138 0.612 81 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.4 pp
Total Wealth Planning, LLC CIK 0001762997 0.000 39 0.0 0.0% 0 +0.0 pp +0.0 pp -0.6 pp -0.6 pp
GFG Capital, LLC CIK 0001638520 0.236 100 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 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
Quadrature Capital Ltd CIK 0001651424 0.000 1542 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 -0.0 pp -0.1 pp
Quadrant Private Wealth Management, LLC CIK 0001727454 0.058 177 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 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
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
NAPA WEALTH MANAGEMENT CIK 0001602844 0.021 148 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
2UniFi Bank CIK 0002040900 0.000 0 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
New Republic Capital, LLC CIK 0001989988 0.139 352 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
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
Almitas Capital LLC CIK 0001596468 0.265 130 0.0 0.0% 0 +0.0 pp +0.0 pp -1.3 pp +0.0 pp
EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Northeast Financial Consultants Inc CIK 0001599863 0.818 299 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Cassaday & Co Wealth Management LLC CIK 0001963612 0.946 1313 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CHILTON CAPITAL MANAGEMENT LLC CIK 0001056859 0.657 591 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
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
Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
West Branch Capital LLC CIK 0001738723 0.568 355 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
VestGen Investment Management CIK 0001511739 0.060 218 0.0 0.0% 0 +0.0 pp -0.4 pp -0.4 pp -0.4 pp
F/m Investments LLC CIK 0001834499 0.385 354 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
NICOLET ADVISORY SERVICES, LLC CIK 0001775863 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp -0.3 pp -0.4 pp
Independent Advisor Alliance CIK 0001696899 0.044 1054 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ascentis Independent Advisors CIK 0001845003 0.000 355 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
Grove Bank & Trust CIK 0001662212 0.546 886 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 (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — 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