Signals

← Signals

☆IGIB

714 in-universe funds with a nonzero position in IGIB within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#114
Score / z1.502 / 2.25
Consensus249.08 over 475 funds
Momentumno 12m return

Price & positioning

249 cached closes, trailing year
Drawdownno history
Short interestno FINRA history

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

No ownership or capital-structure filings on file for this ticker.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
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Fund Positions
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Quarters Held
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Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 3,241.0 6.2% 2 +0.1 pp +6.2 pp +6.2 pp +6.2 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 634.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 591.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆PRUDENTIAL PLC CIK 0000898419 0.878 691 500.1 3.7% 2 +0.8 pp +3.7 pp +3.7 pp +3.7 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 408.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 376.9 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 321.8 0.0% 2 -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 303.2 0.0% 4 +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 302.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆One Capital Management, LLC CIK 0001606588 0.779 522 270.9 8.6% 2 +0.3 pp +8.6 pp +8.6 pp +8.6 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 239.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 204.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 202.3 0.0% 2 -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 196.5 4.5% 2 -5.2 pp +4.5 pp +4.5 pp +4.5 pp
☆FMR LLC CIK 0000315066 0.989 5571 194.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Matson Money. Inc. CIK 0001672512 0.979 9 180.0 5.9% 2 -0.2 pp +5.9 pp +5.9 pp +5.9 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 170.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 156.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 125.5 0.0% 2 -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 106.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 105.6 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆Acropolis Investment Management, LLC CIK 0001318601 0.882 384 104.8 5.3% 2 -0.2 pp +5.3 pp +5.3 pp +5.3 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 102.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 97.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 96.1 2.2% 2 +0.3 pp +2.2 pp +2.2 pp +2.2 pp
☆Klaas Financial Asset Advisors, LLC CIK 0001819279 0.898 59 87.2 13.1% 2 -0.0 pp +13.1 pp +13.1 pp +13.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 82.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆GREENWOOD GEARHART LLC CIK 0001084683 0.702 168 80.1 4.6% 2 -0.1 pp +4.6 pp +4.6 pp +4.6 pp
☆Charter Oak Capital Management, LLC CIK 0001810720 0.902 208 77.2 6.1% 2 +0.3 pp +6.1 pp +6.1 pp +6.1 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 72.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Haverford Trust Co CIK 0000842941 0.805 424 70.4 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 63.5 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 63.1 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 59.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 57.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Horizon Investments, LLC CIK 0001560717 0.541 1386 56.8 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 55.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ally Invest Advisors Inc. CIK 0001706013 0.945 75 54.4 3.9% 2 -0.1 pp +3.9 pp +3.9 pp +3.9 pp
☆Dakota Wealth Management CIK 0001631353 0.544 771 53.2 1.1% 2 +0.2 pp +1.1 pp +1.1 pp +1.1 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 52.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 50.9 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 49.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 47.9 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 46.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Dodds Wealth, LLC CIK 0001973728 0.873 56 44.6 11.0% 2 -0.0 pp +11.0 pp +11.0 pp +11.0 pp
☆Mitsubishi UFJ Trust & Banking Corp CIK 0001462160 0.869 1541 43.4 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 41.5 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Flagstone Financial Management CIK 0001968890 0.851 77 40.1 10.6% 2 -0.2 pp +10.6 pp +10.6 pp +10.6 pp
☆MFA WEALTH ADVISORS, LLC CIK 0001688184 0.452 98 40.0 8.7% 2 +0.1 pp +8.7 pp +8.7 pp +8.7 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 39.4 0.9% 2 +0.6 pp +0.9 pp +0.9 pp +0.9 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 38.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gradient Investments LLC CIK 0001542265 0.563 448 37.4 0.6% 2 +0.2 pp +0.6 pp +0.6 pp +0.6 pp
☆Thoma Capital Management LLC CIK 0002060298 0.724 53 36.8 21.2% 3 +0.3 pp +0.3 pp +21.2 pp +21.2 pp
☆STATE FARM MUTUAL AUTOMOBILE INSURANCE CO CIK 0000315032 0.975 107 36.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIDUCIARY TRUST CO CIK 0000035442 0.872 892 35.1 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 33.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Wealthspire Retirement, LLC CIK 0002040084 0.698 321 32.4 1.5% 2 -0.7 pp +1.5 pp +1.5 pp +1.5 pp
☆Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 31.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ProVise Management Group, LLC CIK 0001305707 0.509 282 31.5 2.3% 2 -0.1 pp +2.3 pp +2.3 pp +2.3 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 29.0 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 28.0 4.6% 2 -0.2 pp +4.6 pp +4.6 pp +4.6 pp
☆SYON CAPITAL LLC CIK 0001999353 0.452 949 27.7 1.5% 2 +0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆Financial Partners Group, Inc CIK 0001731169 0.605 250 25.0 3.1% 2 -0.2 pp +3.1 pp +3.1 pp +3.1 pp
☆GDS Wealth Management CIK 0001940869 0.458 232 24.0 1.6% 2 -0.1 pp +1.6 pp +1.6 pp +1.6 pp
☆HANCOCK WHITNEY CORP (HWC, HWCPZ) CIK 0000750577 0.650 752 23.8 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆BIRCHBROOK, INC. CIK 0002071468 0.526 305 21.8 11.3% 4 +0.7 pp +0.8 pp +1.7 pp +11.3 pp
☆DT Investment Partners, LLC CIK 0001537621 0.779 512 20.9 1.8% 2 +0.1 pp +1.8 pp +1.8 pp +1.8 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 20.6 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Black Diamond Financial, LLC CIK 0001759236 0.676 198 20.5 2.3% 2 -0.3 pp +2.3 pp +2.3 pp +2.3 pp
☆BCK Partners, Inc. CIK 0001845867 0.873 28 20.3 10.9% 2 -0.4 pp +10.9 pp +10.9 pp +10.9 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 20.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 19.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Legacy Financial Group LLC CIK 0001834011 0.442 133 19.0 2.5% 2 -0.1 pp +2.5 pp +2.5 pp +2.5 pp
☆Summit Wealth Group, LLC CIK 0001802865 0.629 129 18.9 4.6% 2 -0.1 pp +4.6 pp +4.6 pp +4.6 pp
☆PROFFITT & GOODSON INC CIK 0001123812 0.781 294 18.9 2.7% 2 -0.1 pp +2.7 pp +2.7 pp +2.7 pp
☆Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 18.8 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆Ameliora Wealth Management Ltd. CIK 0001910168 0.478 229 18.3 6.1% 2 -0.6 pp +6.1 pp +6.1 pp +6.1 pp
☆ARKANSAS FINANCIAL GROUP, INC. CIK 0000764611 0.785 97 17.3 2.6% 2 +0.0 pp +2.6 pp +2.6 pp +2.6 pp
☆Advisors Capital Management, LLC CIK 0001345576 0.650 634 17.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 17.2 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 16.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 16.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Madison Asset Management, LLC CIK 0001299351 0.631 347 16.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 16.6 0.8% 2 -0.3 pp +0.8 pp +0.8 pp +0.8 pp
☆Gunma Bank,Ltd. CIK 0001549449 0.386 31 16.2 5.1% 2 +0.9 pp +5.1 pp +5.1 pp +5.1 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 16.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 15.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Roundview Capital LLC CIK 0001476804 0.530 349 15.7 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 15.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CAPSTONE INVESTMENT ADVISORS, LLC CIK 0001426196 0.598 942 14.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BAILARD, INC. CIK 0000750641 0.577 763 14.8 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Galvin, Gaustad & Stein, LLC CIK 0001840945 0.403 261 14.7 1.2% 2 -0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 14.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ADAPT WEALTH ADVISORS, LLC CIK 0002013937 0.548 94 14.6 5.4% 2 +0.9 pp +5.4 pp +5.4 pp +5.4 pp
☆BAR HARBOR WEALTH MANAGEMENT CIK 0001035463 0.603 268 14.5 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆Summit Wealth Partners, LLC CIK 0002033312 0.391 280 14.3 2.6% 2 -0.0 pp +2.6 pp +2.6 pp +2.6 pp
☆CASTLEARK MANAGEMENT LLC CIK 0001106832 0.341 309 14.1 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 13.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 13.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 13.0 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 12.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 12.3 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆ANCHOR CAPITAL ADVISORS LLC CIK 0000813933 0.410 245 12.1 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Caldwell Trust Co CIK 0002080218 0.488 811 11.5 1.1% 4 +0.0 pp +0.0 pp +0.2 pp +1.1 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 11.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 11.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 11.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Balance Wealth Partners LLC CIK 0002065247 0.438 165 11.3 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 11.1 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 11.1 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆COLTON GROOME FINANCIAL ADVISORS, LLC CIK 0001780330 0.530 164 11.1 3.4% 2 +0.1 pp +3.4 pp +3.4 pp +3.4 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 11.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆D L CARLSON INVESTMENT GROUP INC CIK 0001021117 0.434 133 10.9 1.8% 2 -0.0 pp +1.8 pp +1.8 pp +1.8 pp
☆Blue Fin Capital, Inc. CIK 0001576102 0.631 164 10.9 1.7% 2 +0.1 pp +1.7 pp +1.7 pp +1.7 pp
☆Carl P. Sherr & Co., LLC CIK 0001818535 0.379 134 10.7 5.1% 2 -0.2 pp +5.1 pp +5.1 pp +5.1 pp
☆Mendota Financial Group, LLC CIK 0001964538 0.578 33 10.7 8.0% 2 -1.6 pp +8.0 pp +8.0 pp +8.0 pp
☆WESPAC Advisors SoCal, LLC CIK 0001668188 0.345 118 10.5 2.1% 2 -0.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Phoenix Financial Ltd. CIK 0001679543 0.682 519 10.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Mittelman Wealth Management CIK 0002021464 0.533 53 10.4 6.8% 2 -0.8 pp +6.8 pp +6.8 pp +6.8 pp
☆JMAC ENTERPRISES LLC CIK 0001907294 0.497 122 10.3 2.0% 2 -0.0 pp +2.0 pp +2.0 pp +2.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 10.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMJ Financial Wealth Management CIK 0001801585 0.571 83 9.9 2.4% 2 +0.1 pp +2.4 pp +2.4 pp +2.4 pp
☆LaSalle St. Investment Advisors, LLC CIK 0001966193 0.470 429 9.9 1.8% 2 -1.0 pp +1.8 pp +1.8 pp +1.8 pp
☆SEMITAM BONAM LLC CIK 0001922963 0.549 50 9.8 8.8% 1 +8.8 pp +8.8 pp +8.8 pp +8.8 pp
☆THEORY FINANCIAL LLC CIK 0001899158 0.249 99 9.8 3.4% 2 +0.1 pp +3.4 pp +3.4 pp +3.4 pp
☆TPG Financial Advisors, LLC CIK 0001706669 0.483 81 9.6 3.6% 2 -0.1 pp +3.6 pp +3.6 pp +3.6 pp
☆Freestate Advisors LLC CIK 0001660328 0.717 42 9.5 8.0% 2 -0.2 pp +8.0 pp +8.0 pp +8.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 9.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 9.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPITAL INSIGHT PARTNERS, LLC CIK 0001664385 0.000 0 8.9 1.5% 2 -0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆REBALANCE, LLC CIK 0001811052 0.941 103 8.8 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆FIRST AMERICAN TRUST, FSB CIK 0000036066 0.429 307 8.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 8.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LEUTHOLD GROUP, LLC CIK 0001170152 0.149 237 8.3 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 8.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Goldstone Financial Group, LLC CIK 0002040021 0.460 240 8.2 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆Asio Capital, LLC CIK 0001803291 0.492 109 8.2 1.2% 2 -0.3 pp +1.2 pp +1.2 pp +1.2 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 8.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Aspen Investment Management Inc CIK 0001541596 0.290 187 7.8 3.0% 2 +0.0 pp +3.0 pp +3.0 pp +3.0 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 7.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 7.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Creative Planning CIK 0001540235 0.979 4196 7.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smith Salley Wealth Management CIK 0001482012 0.574 275 7.2 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Destination Wealth Management CIK 0001278573 0.701 325 7.0 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Empowered Funds, LLC CIK 0001592828 0.549 2112 6.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Invera Wealth Advisors, LLC CIK 0001976780 0.130 132 6.8 4.2% 2 -0.2 pp +4.2 pp +4.2 pp +4.2 pp
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☆NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearstead Trust, LLC CIK 0001708001 0.631 970 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quaker Wealth Management, LLC CIK 0001733472 0.568 967 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUST CO OF TOLEDO NA /OH/ CIK 0001008937 0.464 865 0.0 0.0% 2 -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% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quest 10 Wealth Builders, Inc. CIK 0002035215 0.144 776 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avion Wealth CIK 0001792704 0.773 1750 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HAZLETT, BURT & WATSON, INC. CIK 0000046392 0.233 899 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PROATHLETE WEALTH MANAGEMENT LLC CIK 0002012065 0.829 300 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Anfield Capital Management, LLC CIK 0001602020 0.265 715 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Anchor Investment Management, LLC CIK 0001634149 0.399 1207 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ARMSTRONG ADVISORY GROUP, INC CIK 0001932952 0.601 985 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rosenberg Matthew Hamilton CIK 0001812103 0.648 792 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Gravity Asset Management, Inc. CIK 0001741736 0.393 973 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clarity Asset Management, Inc. CIK 0001756759 0.213 66 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crewe Advisors LLC CIK 0001730033 0.734 1135 0.0 0.0% 2 -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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Carolina Wealth Advisors, LLC CIK 0001786411 0.269 278 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Transamerica Financial Advisors, LLC CIK 0001502149 0.192 2188 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bear Mountain Capital, Inc. CIK 0002009419 0.837 214 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RICHARDSON FINANCIAL SERVICES INC. CIK 0002012303 0.164 607 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cheviot Value Management, LLC CIK 0001427147 0.689 443 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kilter Group LLC CIK 0002058915 0.349 1580 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆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
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 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 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆MB, LEVIS & ASSOCIATES, LLC CIK 0002065807 0.439 254 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Freedom Investment Management, Inc. CIK 0001566653 0.736 106 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Tyler-Stone Wealth Management CIK 0001912584 0.409 330 0.0 0.0% 0 -0.0 pp +0.0 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
☆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
☆Rede Wealth, LLC CIK 0001842054 0.714 117 0.0 0.0% 0 -0.1 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
☆UNION SAVINGS BANK CIK 0001985855 0.492 322 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BINGHAM PRIVATE WEALTH, LLC CIK 0002063211 0.112 178 0.0 0.0% 0 -0.5 pp -0.6 pp +0.0 pp +0.0 pp
☆Briaud Financial Planning Inc CIK 0001800586 0.831 42 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 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆My Legacy Advisors, LLC CIK 0001767802 0.172 206 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆RETIREMENT FINANCIAL SOLUTIONS, LLC CIK 0001962532 0.577 53 0.0 0.0% 0 -2.4 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 -0.7 pp +0.0 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
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆American Family Investments, Inc. CIK 0002029723 0.976 13 0.0 0.0% 0 -1.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Heck Capital Advisors, LLC CIK 0002046227 0.468 214 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
☆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
☆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
☆SEAVIEW INVESTMENT MANAGERS LLC CIK 0001832158 0.114 93 0.0 0.0% 0 -0.1 pp +0.0 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
☆Columbus Macro, LLC CIK 0001727269 0.259 207 0.0 0.0% 0 -0.1 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
☆Pinion Investment Advisors, LLC CIK 0001738738 0.439 204 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Japan Science & Technology Agency CIK 0001948391 0.978 12 0.0 0.0% 0 -3.7 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
☆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
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.0 0.0% 0 -0.0 pp +0.0 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
☆BUCKHEAD CAPITAL MANAGEMENT LLC CIK 0001133999 0.238 146 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆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
☆Alaska Wealth Advisors, LLC CIK 0001731601 0.871 90 0.0 0.0% 0 -0.1 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
☆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
☆Centennial Bank/AR/ CIK 0001994744 0.261 341 0.0 0.0% 0 -0.2 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
☆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
☆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
☆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
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 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
☆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
☆Wambolt & Associates, LLC CIK 0001755723 0.248 171 0.0 0.0% 0 -0.3 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
☆Mid-American Wealth Advisory Group, Inc. CIK 0001911264 0.071 66 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆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
☆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
☆Graypoint LLC CIK 0001794198 0.550 526 0.0 0.0% 0 -1.4 pp +0.0 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
☆WINCAP FINANCIAL LLC CIK 0002064588 0.329 91 0.0 0.0% 0 +0.0 pp -0.2 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
☆Northwest Capital Management Inc CIK 0001730404 0.000 92 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
☆Prossimo Advisors, LLC CIK 0001965307 0.000 24 0.0 0.0% 0 -0.5 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
☆Atlas Legacy Advisors, LLC CIK 0002054111 0.530 208 0.0 0.0% 0 -0.1 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
☆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
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 (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — 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