Signals

IGIB

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

Flow ranking

Rank#312
Score / z0.633 / 0.89
Consensus247.40 over 463 funds
Momentumno 12m return

Price & positioning

250 cached closes, trailing year
Drawdownno history
Short interest-2% / 1.5d

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
Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 3,403.6 6.4% 3 +0.3 pp +0.3 pp +6.4 pp +6.4 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 664.7 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 625.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 398.4 0.8% 3 +0.0 pp -0.0 pp +0.8 pp +0.8 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 334.6 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 332.6 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 329.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
PRUDENTIAL PLC CIK 0000898419 0.878 691 289.3 2.3% 3 -1.4 pp -0.6 pp +2.3 pp +2.3 pp
One Capital Management, LLC CIK 0001606588 0.779 522 285.2 8.6% 3 -0.0 pp +0.3 pp +8.6 pp +8.6 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 270.2 0.1% 4 +0.0 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 265.7 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 211.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 210.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
FMR LLC CIK 0000315066 0.989 5571 193.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Matson Money. Inc. CIK 0001672512 0.979 9 186.3 5.9% 3 -0.0 pp -0.2 pp +5.9 pp +5.9 pp
LPL Financial LLC CIK 0001403438 0.957 5996 170.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALLSTATE CORP (ALL, ALL-PB, ALL-PH, ALL-PI, ALL-PJ) CIK 0000899051 0.706 1338 168.5 2.3% 3 -2.2 pp -7.4 pp +2.3 pp +2.3 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 167.9 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 157.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 111.7 2.4% 3 +0.2 pp +0.5 pp +2.4 pp +2.4 pp
Acropolis Investment Management, LLC CIK 0001318601 0.882 384 110.9 5.0% 3 -0.3 pp -0.5 pp +5.0 pp +5.0 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 108.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 101.6 0.6% 3 -0.1 pp -0.2 pp +0.6 pp +0.6 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 100.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 97.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Klaas Financial Asset Advisors, LLC CIK 0001819279 0.898 59 90.5 13.1% 3 +0.0 pp -0.0 pp +13.1 pp +13.1 pp
GREENWOOD GEARHART LLC CIK 0001084683 0.702 168 86.7 4.8% 3 +0.2 pp +0.0 pp +4.8 pp +4.8 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 84.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Charter Oak Capital Management, LLC CIK 0001810720 0.902 208 82.3 6.3% 3 +0.2 pp +0.5 pp +6.3 pp +6.3 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 81.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Haverford Trust Co CIK 0000842941 0.805 424 74.0 0.7% 3 +0.0 pp +0.0 pp +0.7 pp +0.7 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 73.0 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 72.9 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 72.4 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 64.2 0.1% 3 +0.0 pp -0.1 pp +0.1 pp +0.1 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 63.1 0.1% 3 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 62.3 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 59.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Horizon Investments, LLC CIK 0001560717 0.541 1386 58.2 0.7% 3 -0.0 pp -0.1 pp +0.7 pp +0.7 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 58.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Ally Invest Advisors Inc. CIK 0001706013 0.945 75 56.2 3.9% 3 -0.0 pp -0.1 pp +3.9 pp +3.9 pp
Dakota Wealth Management CIK 0001631353 0.544 771 54.8 1.0% 3 -0.1 pp +0.1 pp +1.0 pp +1.0 pp
MAI Capital Management CIK 0001040197 0.725 1889 52.9 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
Mutual Advisors, LLC CIK 0001694080 0.625 1377 49.2 1.1% 3 +0.2 pp +0.8 pp +1.1 pp +1.1 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 48.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Dodds Wealth, LLC CIK 0001973728 0.873 56 45.2 11.1% 3 +0.0 pp +0.0 pp +11.1 pp +11.1 pp
MFA WEALTH ADVISORS, LLC CIK 0001688184 0.452 98 43.0 9.1% 3 +0.3 pp +0.5 pp +9.1 pp +9.1 pp
Mitsubishi UFJ Trust & Banking Corp CIK 0001462160 0.869 1541 42.4 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Flagstone Financial Management CIK 0001968890 0.851 77 41.0 10.5% 3 -0.1 pp -0.3 pp +10.5 pp +10.5 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 40.4 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Wealthspire Retirement, LLC CIK 0002040084 0.698 321 39.7 2.4% 3 +0.9 pp +0.3 pp +2.4 pp +2.4 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 39.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
FIDUCIARY TRUST CO CIK 0000035442 0.872 892 39.1 0.4% 3 +0.0 pp +0.1 pp +0.4 pp +0.4 pp
Gradient Investments LLC CIK 0001542265 0.563 448 38.9 0.6% 3 -0.0 pp +0.2 pp +0.6 pp +0.6 pp
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO CIK 0000315032 0.975 107 36.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 34.8 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Thoma Capital Management LLC CIK 0002060298 0.724 53 33.7 19.4% 4 -1.8 pp -1.5 pp -1.5 pp +19.4 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 33.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ProVise Management Group, LLC CIK 0001305707 0.509 282 32.7 2.3% 3 +0.0 pp -0.1 pp +2.3 pp +2.3 pp
SYON CAPITAL LLC CIK 0001999353 0.453 949 28.3 1.4% 3 -0.1 pp +0.1 pp +1.4 pp +1.4 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 27.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SCHMIDT P J INVESTMENT MANAGEMENT INC CIK 0001008895 0.525 215 27.7 4.5% 3 -0.1 pp -0.3 pp +4.5 pp +4.5 pp
Financial Partners Group, Inc CIK 0001731169 0.605 250 25.8 3.0% 3 -0.1 pp -0.3 pp +3.0 pp +3.0 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 25.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 24.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
HANCOCK WHITNEY CORP (HWC, HWCPZ) CIK 0000750577 0.650 752 23.5 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
BIRCHBROOK, INC. CIK 0002071468 0.526 305 23.2 11.6% 5 +0.3 pp +1.0 pp +1.1 pp +2.0 pp
GDS Wealth Management CIK 0001940869 0.458 232 23.1 1.4% 3 -0.1 pp -0.2 pp +1.4 pp +1.4 pp
ARKANSAS FINANCIAL GROUP, INC. CIK 0000764611 0.785 97 22.0 3.2% 3 +0.6 pp +0.6 pp +3.2 pp +3.2 pp
Black Diamond Financial, LLC CIK 0001759236 0.676 198 21.5 2.3% 3 -0.0 pp -0.4 pp +2.3 pp +2.3 pp
Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 21.0 0.8% 3 -0.0 pp -0.0 pp +0.8 pp +0.8 pp
BCK Partners, Inc. CIK 0001845867 0.873 28 20.7 11.2% 3 +0.3 pp -0.1 pp +11.2 pp +11.2 pp
Ameliora Wealth Management Ltd. CIK 0001910168 0.478 229 20.5 6.2% 3 +0.1 pp -0.4 pp +6.2 pp +6.2 pp
Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 19.3 1.0% 3 -0.0 pp -0.1 pp +1.0 pp +1.0 pp
Summit Wealth Group, LLC CIK 0001802865 0.629 129 19.3 4.5% 3 -0.1 pp -0.1 pp +4.5 pp +4.5 pp
PROFFITT & GOODSON INC CIK 0001123812 0.781 294 19.2 2.7% 3 -0.0 pp -0.1 pp +2.7 pp +2.7 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 19.1 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 18.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Advisors Capital Management, LLC CIK 0001345576 0.650 634 18.3 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
DT Investment Partners, LLC CIK 0001537621 0.779 512 17.7 1.5% 3 -0.3 pp -0.2 pp +1.5 pp +1.5 pp
CAPSTONE INVESTMENT ADVISORS, LLC CIK 0001426196 0.598 942 17.6 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
Sigma Planning Corp CIK 0001449126 0.520 1394 17.6 0.5% 3 -0.0 pp +0.0 pp +0.5 pp +0.5 pp
Legacy Financial Group LLC CIK 0001834011 0.442 133 17.1 2.1% 3 -0.4 pp -0.4 pp +2.1 pp +2.1 pp
Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 16.8 0.8% 3 -0.1 pp -0.4 pp +0.8 pp +0.8 pp
Roundview Capital LLC CIK 0001476804 0.530 349 16.7 1.0% 3 +0.0 pp -0.0 pp +1.0 pp +1.0 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 16.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Mariner, LLC CIK 0001373442 0.925 3517 16.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
BAILARD, INC. CIK 0000750641 0.578 763 15.8 0.4% 3 +0.0 pp +0.1 pp +0.4 pp +0.4 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 15.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
ADAPT WEALTH ADVISORS, LLC CIK 0002013937 0.548 94 15.3 5.3% 3 -0.1 pp +0.8 pp +5.3 pp +5.3 pp
Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 15.1 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Summit Wealth Partners, LLC CIK 0002033312 0.391 280 14.3 2.6% 3 +0.1 pp +0.1 pp +2.6 pp +2.6 pp
Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 14.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
BAR HARBOR WEALTH MANAGEMENT CIK 0001035463 0.603 268 14.2 0.8% 3 -0.1 pp -0.1 pp +0.8 pp +0.8 pp
CASTLEARK MANAGEMENT LLC CIK 0001106832 0.341 309 14.0 0.4% 3 +0.0 pp -0.0 pp +0.4 pp +0.4 pp
Galvin, Gaustad & Stein, LLC CIK 0001840945 0.403 261 13.9 1.1% 3 -0.1 pp -0.1 pp +1.1 pp +1.1 pp
D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 13.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
COMERICA BANK CIK 0000901541 0.812 3711 13.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Madison Asset Management, LLC CIK 0001299351 0.631 347 13.3 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 13.1 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
Modern Wealth Management, LLC CIK 0002001900 0.385 1101 13.0 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 12.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Caldwell Trust Co CIK 0002080218 0.488 811 12.8 1.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
Blue Fin Capital, Inc. CIK 0001576102 0.631 164 12.6 2.0% 3 +0.2 pp +0.3 pp +2.0 pp +2.0 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 12.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Compound Planning, Inc. CIK 0001978879 0.538 1248 12.3 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
COLTON GROOME FINANCIAL ADVISORS, LLC CIK 0001780330 0.530 164 12.2 3.5% 3 +0.1 pp +0.2 pp +3.5 pp +3.5 pp
World Investment Advisors CIK 0001652594 0.670 1523 12.1 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
D L CARLSON INVESTMENT GROUP INC CIK 0001021117 0.434 133 11.9 2.0% 3 +0.2 pp +0.1 pp +2.0 pp +2.0 pp
ANCHOR CAPITAL ADVISORS LLC CIK 0000813933 0.410 245 11.9 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 11.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 11.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 11.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Mendota Financial Group, LLC CIK 0001964538 0.578 33 11.2 8.2% 3 +0.2 pp -1.4 pp +8.2 pp +8.2 pp
Carl P. Sherr & Co., LLC CIK 0001818535 0.379 134 10.9 4.9% 3 -0.2 pp -0.3 pp +4.9 pp +4.9 pp
TPG Financial Advisors, LLC CIK 0001706669 0.483 81 10.8 3.6% 3 +0.0 pp -0.1 pp +3.6 pp +3.6 pp
JMAC ENTERPRISES LLC CIK 0001907294 0.497 122 10.8 2.1% 3 +0.0 pp +0.0 pp +2.1 pp +2.1 pp
WESPAC Advisors SoCal, LLC CIK 0001668188 0.345 118 10.6 2.1% 3 +0.0 pp -0.1 pp +2.1 pp +2.1 pp
Mittelman Wealth Management CIK 0002021464 0.533 53 10.6 6.9% 3 +0.0 pp -0.7 pp +6.9 pp +6.9 pp
NorthRock Partners, LLC CIK 0001632097 0.841 669 10.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
SEMITAM BONAM LLC CIK 0001922963 0.549 50 10.2 8.5% 2 -0.3 pp +8.5 pp +8.5 pp +8.5 pp
AMJ Financial Wealth Management CIK 0001801585 0.571 83 10.1 2.4% 3 +0.0 pp +0.1 pp +2.4 pp +2.4 pp
NAPLES GLOBAL ADVISORS, LLC CIK 0001582151 0.425 466 9.9 0.7% 3 +0.3 pp +0.3 pp +0.7 pp +0.7 pp
LaSalle St. Investment Advisors, LLC CIK 0001966193 0.470 429 9.8 1.6% 3 -0.2 pp -1.2 pp +1.6 pp +1.6 pp
HIGHLINE WEALTH PARTNERS LLC CIK 0002042654 0.265 1409 9.7 2.7% 3 +0.9 pp +0.8 pp +2.7 pp +2.7 pp
Freestate Advisors LLC CIK 0001660328 0.717 42 9.6 7.8% 3 -0.2 pp -0.4 pp +7.8 pp +7.8 pp
FIRST AMERICAN TRUST, FSB CIK 0000036066 0.429 307 9.3 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
THEORY FINANCIAL LLC CIK 0001899158 0.249 99 9.2 3.1% 3 -0.3 pp -0.3 pp +3.1 pp +3.1 pp
NorthCoast Asset Management LLC CIK 0001665198 0.584 478 9.2 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
Burns Matteson Capital Management, LLC CIK 0001894164 0.261 181 9.0 3.6% 3 +1.3 pp +1.0 pp +3.6 pp +3.6 pp
REBALANCE, LLC CIK 0001811052 0.941 103 8.9 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
DAVENPORT & Co LLC CIK 0000887777 0.753 1328 8.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Goldstone Financial Group, LLC CIK 0002040021 0.460 240 8.5 0.9% 3 -0.0 pp -0.1 pp +0.9 pp +0.9 pp
Asio Capital, LLC CIK 0001803291 0.492 109 8.4 1.2% 3 -0.0 pp -0.4 pp +1.2 pp +1.2 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 8.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CoreCap Advisors, LLC CIK 0001902501 0.473 3167 8.3 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
Aspen Investment Management Inc CIK 0001541596 0.290 187 8.1 2.4% 3 -0.6 pp -0.5 pp +2.4 pp +2.4 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 8.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
LEUTHOLD GROUP, LLC CIK 0001170152 0.149 237 8.0 0.9% 3 -0.0 pp -0.0 pp +0.9 pp +0.9 pp
Empowered Funds, LLC CIK 0001592828 0.549 2112 8.0 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 7.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Phoenix Financial Ltd. CIK 0001679543 0.682 519 7.9 0.1% 3 -0.1 pp -0.0 pp +0.1 pp +0.1 pp
CAPITAL INSIGHT PARTNERS, LLC CIK 0001664385 0.000 0 7.7 1.6% 3 +0.1 pp +0.0 pp +1.6 pp +1.6 pp
Creative Planning CIK 0001540235 0.979 4196 7.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Prasad Wealth Partners, LLC CIK 0002048885 0.209 160 7.5 2.0% 3 +0.6 pp +0.7 pp +2.0 pp +2.0 pp
Destination Wealth Management CIK 0001278573 0.701 325 7.3 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Smith Salley Wealth Management CIK 0001482012 0.574 275 7.3 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
STEPHENS INC /AR/ CIK 0000757657 0.689 1332 7.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Man Group plc CIK 0001637460 0.631 2032 7.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Onyx Bridge Wealth Group LLC CIK 0001819476 0.215 389 7.1 0.8% 2 +0.6 pp +0.8 pp +0.8 pp +0.8 pp
Darrow Company, Inc. CIK 0001908169 0.521 58 7.1 3.2% 3 +0.1 pp -0.0 pp +3.2 pp +3.2 pp
Invera Wealth Advisors, LLC CIK 0001976780 0.130 132 7.0 4.4% 3 +0.3 pp +0.1 pp +4.4 pp +4.4 pp
New Millennium Group LLC CIK 0001909654 0.000 0 6.8 2.9% 2 +0.0 pp +2.9 pp +2.9 pp +2.9 pp
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NewSquare Capital LLC CIK 0001546989 0.510 227 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
GARRISON BRADFORD & ASSOCIATES INC CIK 0001056488 0.366 35 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Ellenbecker Investment Group CIK 0001731497 0.884 149 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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RMR Capital Management, LLC CIK 0002032709 0.384 76 0.0 0.0% 0 -0.3 pp -0.3 pp +0.0 pp +0.0 pp
STEPHENS GROUP ASSET MANAGEMENT, LLC CIK 0001726808 0.941 26 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
FLAGSHIP WEALTH ADVISORS, LLC CIK 0002036117 0.193 484 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Full Sail Capital, LLC CIK 0001757617 0.696 308 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
PRELUDE CAPITAL MANAGEMENT, LLC CIK 0001387508 0.030 1171 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. CIK 0001566968 0.690 64 0.0 0.0% 0 +0.0 pp -0.7 pp +0.0 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
MainStreet Investment Advisors LLC CIK 0001729854 0.457 166 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SEAVIEW INVESTMENT MANAGERS LLC CIK 0001832158 0.114 93 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
HOWE & RUSLING INC CIK 0000769963 0.498 479 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Japan Science & Technology Agency CIK 0001948391 0.978 12 0.0 0.0% 0 +0.0 pp -3.7 pp +0.0 pp +0.0 pp
Rise Advisors, LLC CIK 0001831316 0.684 103 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
HBK Sorce Advisory LLC CIK 0001379995 0.951 658 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
JARISLOWSKY, FRASER Ltd CIK 0001123778 0.890 192 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Graypoint LLC CIK 0001794198 0.550 526 0.0 0.0% 0 +0.0 pp -1.4 pp +0.0 pp +0.0 pp
Patten Group, Inc. CIK 0001633207 0.286 325 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 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
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
Beirne Wealth Consulting Services, LLC CIK 0001697303 0.268 102 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 +0.0 pp +0.0 pp
Prossimo Advisors, LLC CIK 0001965307 0.000 24 0.0 0.0% 0 +0.0 pp -0.5 pp +0.0 pp +0.0 pp
COUNTRY CLUB BANK CIK 0000824325 0.578 325 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
BOKF, NA CIK 0000009634 0.752 1160 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Keener Financial Planning LLC CIK 0002004495 0.857 61 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
TBH Global Asset Management, LLC CIK 0001787125 0.368 263 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Lifeworks Advisors, LLC CIK 0001882132 0.288 337 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Stelac Advisory Services LLC CIK 0001519676 0.375 168 0.0 0.0% 0 -0.2 pp -0.4 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
Endurance Services Ltd CIK 0002011025 0.942 8 0.0 0.0% 0 -0.3 pp -0.3 pp +0.0 pp +0.0 pp
Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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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
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
Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Archvest Wealth Advisors, Inc. CIK 0001910174 0.553 73 0.0 0.0% 0 -1.5 pp -1.4 pp +0.0 pp +0.0 pp
GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Centricity Wealth Management, LLC CIK 0002054645 0.318 430 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Rede Wealth, LLC CIK 0001842054 0.714 117 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Capital Investment Advisors, LLC CIK 0001582732 0.749 786 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Simplicity Wealth,LLC CIK 0001913243 0.194 1022 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Integrity Financial Corp /WA CIK 0001917704 0.275 291 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Premier Financial Group CIK 0001989061 0.418 234 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
American Family Investments, Inc. CIK 0002029723 0.976 13 0.0 0.0% 0 +0.0 pp -1.2 pp +0.0 pp +0.0 pp
Cedar Mountain Advisors, LLC CIK 0001798986 0.802 1175 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Gunma Bank,Ltd. CIK 0001549449 0.386 31 0.0 0.0% 0 -5.1 pp -4.2 pp +0.0 pp +0.0 pp
Bear Mountain Capital, Inc. CIK 0002009419 0.837 214 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AllSquare Wealth Management LLC CIK 0001633674 0.497 539 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Wambolt & Associates, LLC CIK 0001755723 0.248 171 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
Keystone Financial Group, Inc. CIK 0002053642 0.466 122 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Pure Financial Advisors, LLC CIK 0001571556 0.884 636 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
RiverGlades Family Offices LLC CIK 0001619779 0.269 108 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
Bellwether Advisors, LLC CIK 0001819815 0.107 167 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Centennial Bank/AR/ CIK 0001994744 0.261 341 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
Alaska Wealth Advisors, LLC CIK 0001731601 0.871 90 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
BUCKHEAD CAPITAL MANAGEMENT LLC CIK 0001133999 0.238 146 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
ARMSTRONG ADVISORY GROUP, INC CIK 0001932952 0.601 985 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Beacon Bridge Wealth Partners, LLC CIK 0001965468 0.306 105 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Atlas Legacy Advisors, LLC CIK 0002054111 0.530 208 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
WINCAP FINANCIAL LLC CIK 0002064588 0.329 91 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
Clarity Asset Management, Inc. CIK 0001756759 0.213 66 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Optivise Advisory Services LLC CIK 0002042876 0.056 227 0.0 0.0% 0 -0.1 pp -0.6 pp +0.0 pp +0.0 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
MB, LEVIS & ASSOCIATES, LLC CIK 0002065807 0.440 254 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Integrated Investment Consultants, LLC CIK 0001665337 0.427 269 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
BTG Pactual Asset Management US LLC CIK 0001569579 0.314 415 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Synergy Asset Management, LLC CIK 0001699080 0.127 274 0.0 0.0% 0 -0.1 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
Brookwood Investment Group LLC CIK 0002066812 0.241 513 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
LRI Investments, LLC CIK 0002023325 0.727 1954 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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Glassman Wealth Services CIK 0001642160 0.931 236 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Strive Asset Management, LLC CIK 0001954109 0.000 0 0.0 0.0% 0 -2.1 pp -1.9 pp +0.0 pp +0.0 pp
Renasant Bank CIK 0001656167 0.136 141 0.0 0.0% 0 -0.5 pp -0.9 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
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Capstone Financial Advisors, Inc. CIK 0001599217 0.920 191 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
CROWLEY WEALTH MANAGEMENT, INC. CIK 0002055836 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Smallwood Wealth Investment Management, LLC CIK 0001921304 0.480 529 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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Capitolis Liquid Global Markets LLC CIK 0001960050 0.598 317 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
My Legacy Advisors, LLC CIK 0001767802 0.172 206 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
Darwin Wealth Management, LLC CIK 0001663224 0.207 777 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
Allianz Investment Management U.S. LLC CIK 0001860935 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Rareview Capital LLC CIK 0002044533 0.417 51 0.0 0.0% 0 -0.2 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
Columbus Macro, LLC CIK 0001727269 0.259 207 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
ST GERMAIN D J CO INC CIK 0000831571 0.623 914 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Astor Investment Management LLC CIK 0001598416 0.294 28 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Northwest Capital Management Inc CIK 0001730404 0.000 92 0.0 0.0% 0 +0.0 pp -0.5 pp +0.0 pp +0.0 pp
Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 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 IGIB). Qtrs Held counts distinct quarters this fund has actually held IGIB (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its IGIB position size. Δ columns are the percentage-point change in IGIB's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status