Signals

← Signals

☆IGIB

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

Flow ranking

Rank#160
Score / z1.450 / 1.29
Consensus258.57 over 489 funds
Momentumno 12m return

Price & positioning

250 cached closes, trailing year
Drawdownno history
Short interest-23% / 1.0d

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 3,388.8 6.9% 4 +0.4 pp +0.7 pp +0.8 pp +6.9 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 742.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 655.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 445.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 425.6 0.9% 4 +0.1 pp +0.1 pp +0.0 pp +0.9 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 332.2 0.0% 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 325.3 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆One Capital Management, LLC CIK 0001606588 0.779 522 311.1 8.5% 4 -0.1 pp -0.1 pp +0.2 pp +8.5 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 267.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆ALLSTATE CORP (ALL, ALL-PB, ALL-PH, ALL-PI, ALL-PJ) CIK 0000899051 0.706 1338 230.3 2.5% 4 +0.2 pp -2.0 pp -7.2 pp +2.5 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 217.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Matson Money. Inc. CIK 0001672512 0.979 9 194.7 6.0% 4 +0.1 pp +0.0 pp -0.1 pp +6.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 193.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 185.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 175.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 173.1 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 153.7 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 125.4 2.6% 4 +0.2 pp +0.4 pp +0.7 pp +2.6 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 118.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Acropolis Investment Management, LLC CIK 0001318601 0.882 384 111.7 4.9% 4 -0.1 pp -0.4 pp -0.6 pp +4.9 pp
☆Petersen Hastings Wealth Advisors Inc. CIK 0002109614 0.932 87 104.8 9.6% 1 +9.6 pp +9.6 pp +9.6 pp +9.6 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 102.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 99.1 0.6% 4 -0.0 pp -0.1 pp -0.2 pp +0.6 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 98.2 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 93.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 91.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GREENWOOD GEARHART LLC CIK 0001084683 0.702 168 91.4 4.9% 4 +0.2 pp +0.3 pp +0.2 pp +4.9 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 88.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 87.4 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 85.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Charter Oak Capital Management, LLC CIK 0001810720 0.902 208 85.1 6.6% 4 +0.3 pp +0.5 pp +0.8 pp +6.6 pp
☆Haverford Trust Co CIK 0000842941 0.805 424 78.1 0.7% 4 +0.1 pp +0.1 pp +0.1 pp +0.7 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 78.0 0.1% 4 +0.0 pp +0.0 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 68.8 0.1% 4 +0.0 pp +0.0 pp -0.1 pp +0.1 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 68.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 64.1 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Ally Invest Advisors Inc. CIK 0001706013 0.945 75 60.1 4.0% 4 +0.2 pp +0.1 pp +0.1 pp +4.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 59.5 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Dakota Wealth Management CIK 0001631353 0.544 771 58.3 1.3% 4 +0.3 pp +0.2 pp +0.3 pp +1.3 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 57.8 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 57.0 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Horizon Investments, LLC CIK 0001560717 0.541 1386 57.0 0.6% 4 -0.1 pp -0.1 pp -0.2 pp +0.6 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 50.5 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Mitsubishi UFJ Trust & Banking Corp CIK 0001462160 0.869 1541 50.1 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Dodds Wealth, LLC CIK 0001973728 0.873 56 47.3 11.6% 4 +0.5 pp +0.6 pp +0.6 pp +11.6 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 47.3 1.0% 4 -0.0 pp +0.1 pp +0.8 pp +1.0 pp
☆MFA WEALTH ADVISORS, LLC CIK 0001688184 0.453 98 47.2 9.3% 4 +0.2 pp +0.6 pp +0.7 pp +9.3 pp
☆CWM, LLC CIK 0001535847 0.788 5645 46.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Wealthspire Retirement, LLC CIK 0002040084 0.698 321 45.9 2.8% 4 +0.3 pp +1.3 pp +0.6 pp +2.8 pp
☆Flagstone Financial Management CIK 0001968890 0.851 77 43.1 10.7% 4 +0.2 pp +0.1 pp -0.1 pp +10.7 pp
☆Gradient Investments LLC CIK 0001542265 0.563 448 40.4 0.6% 4 +0.0 pp -0.0 pp +0.2 pp +0.6 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 39.7 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆FIDUCIARY TRUST CO CIK 0000035442 0.872 892 39.5 0.5% 4 +0.0 pp +0.1 pp +0.1 pp +0.5 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 38.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 37.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Scarborough Advisors, LLC CIK 0001815355 0.288 147 37.4 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆STATE FARM MUTUAL AUTOMOBILE INSURANCE CO CIK 0000315032 0.975 107 36.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Thoma Capital Management LLC CIK 0002060298 0.724 53 34.0 20.1% 5 +0.7 pp -1.1 pp -0.8 pp -0.8 pp
☆ProVise Management Group, LLC CIK 0001305707 0.509 282 33.1 2.4% 4 +0.1 pp +0.1 pp +0.0 pp +2.4 pp
☆SYON CAPITAL LLC CIK 0001999353 0.453 949 30.1 1.5% 4 +0.1 pp +0.0 pp +0.2 pp +1.5 pp
☆SCHMIDT P J INVESTMENT MANAGEMENT INC CIK 0001008895 0.525 215 27.6 4.6% 4 +0.1 pp +0.0 pp -0.2 pp +4.6 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 27.5 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.585 478 26.1 0.6% 5 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Financial Partners Group, Inc CIK 0001731169 0.605 250 25.7 3.1% 4 +0.1 pp -0.0 pp -0.2 pp +3.1 pp
☆PRUDENTIAL PLC CIK 0000898419 0.878 691 25.1 0.1% 4 -2.1 pp -3.5 pp -2.7 pp +0.1 pp
☆BIRCHBROOK, INC. CIK 0002071468 0.526 305 24.8 12.2% 6 +0.6 pp +0.9 pp +1.6 pp +1.7 pp
☆ARKANSAS FINANCIAL GROUP, INC. CIK 0000764611 0.785 97 24.0 3.3% 4 +0.2 pp +0.8 pp +0.8 pp +3.3 pp
☆Ameliora Wealth Management Ltd. CIK 0001910168 0.478 229 23.9 7.6% 4 +1.4 pp +1.6 pp +1.0 pp +7.6 pp
☆GDS Wealth Management CIK 0001940869 0.458 232 23.8 1.4% 4 -0.0 pp -0.2 pp -0.2 pp +1.4 pp
☆HANCOCK WHITNEY CORP (HWC, HWCPZ) CIK 0000750577 0.650 752 23.2 0.4% 4 -0.0 pp -0.0 pp -0.1 pp +0.4 pp
☆BAILARD, INC. CIK 0000750641 0.578 763 23.2 0.5% 4 +0.2 pp +0.2 pp +0.3 pp +0.5 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 23.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 22.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Black Diamond Financial, LLC CIK 0001759236 0.676 198 22.2 2.4% 4 +0.2 pp +0.1 pp -0.2 pp +2.4 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 21.6 0.7% 4 -0.1 pp -0.1 pp -0.1 pp +0.7 pp
☆Madison Asset Management, LLC CIK 0001299351 0.631 347 21.3 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
☆BCK Partners, Inc. CIK 0001845867 0.873 28 21.1 11.4% 4 +0.2 pp +0.4 pp +0.0 pp +11.4 pp
☆Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 20.5 1.1% 4 +0.0 pp +0.0 pp -0.0 pp +1.1 pp
☆Summit Wealth Group, LLC CIK 0001802865 0.629 129 19.9 4.6% 4 +0.1 pp -0.0 pp -0.1 pp +4.6 pp
☆Advisors Capital Management, LLC CIK 0001345576 0.650 634 19.6 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆DT Investment Partners, LLC CIK 0001537621 0.779 512 17.8 1.5% 4 +0.0 pp -0.3 pp -0.2 pp +1.5 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 17.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Roundview Capital LLC CIK 0001476804 0.530 349 17.1 1.1% 4 +0.0 pp +0.1 pp -0.0 pp +1.1 pp
☆Legacy Financial Group LLC CIK 0001834011 0.442 133 17.1 2.1% 4 +0.0 pp -0.3 pp -0.4 pp +2.1 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 16.8 0.0% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 16.3 0.7% 4 -0.0 pp -0.1 pp -0.4 pp +0.7 pp
☆PROFFITT & GOODSON INC CIK 0001123812 0.781 294 16.3 2.5% 4 -0.2 pp -0.2 pp -0.2 pp +2.5 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 16.1 0.4% 4 +0.0 pp +0.1 pp +0.1 pp +0.4 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 15.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 15.3 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Summit Wealth Partners, LLC CIK 0002033312 0.391 280 14.5 2.3% 4 -0.4 pp -0.3 pp -0.3 pp +2.3 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 14.0 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆BAR HARBOR WEALTH MANAGEMENT CIK 0001035463 0.603 268 13.9 0.8% 4 -0.0 pp -0.1 pp -0.1 pp +0.8 pp
☆CASTLEARK MANAGEMENT LLC CIK 0001106832 0.341 309 13.8 0.5% 4 +0.0 pp +0.1 pp +0.0 pp +0.5 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 13.8 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Blue Fin Capital, Inc. CIK 0001576102 0.631 164 13.6 2.2% 4 +0.3 pp +0.5 pp +0.6 pp +2.2 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 13.2 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 13.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COLTON GROOME FINANCIAL ADVISORS, LLC CIK 0001780330 0.530 164 13.1 3.7% 4 +0.2 pp +0.3 pp +0.4 pp +3.7 pp
☆Caldwell Trust Co CIK 0002080218 0.488 811 13.1 1.2% 6 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 12.8 0.0% 4 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 12.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 12.5 0.0% 4 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 12.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆ANCHOR CAPITAL ADVISORS LLC CIK 0000813933 0.410 245 11.8 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Creative Planning CIK 0001540235 0.979 4196 11.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NAPLES GLOBAL ADVISORS, LLC CIK 0001582151 0.425 466 11.5 0.8% 4 +0.1 pp +0.4 pp +0.4 pp +0.8 pp
☆Mittelman Wealth Management CIK 0002021464 0.533 53 11.4 7.1% 4 +0.2 pp +0.3 pp -0.5 pp +7.1 pp
☆North Dakota State Investment Board CIK 0002064039 0.492 826 11.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Mendota Financial Group, LLC CIK 0001964538 0.578 33 11.1 8.2% 4 +0.0 pp +0.3 pp -1.3 pp +8.2 pp
☆TPG Financial Advisors, LLC CIK 0001706669 0.483 81 11.1 3.6% 4 -0.0 pp +0.0 pp -0.1 pp +3.6 pp
☆JMAC ENTERPRISES LLC CIK 0001907294 0.497 122 10.9 2.1% 4 +0.0 pp +0.1 pp +0.0 pp +2.1 pp
☆SEMITAM BONAM LLC CIK 0001922963 0.549 50 10.9 8.9% 3 +0.4 pp +0.1 pp +8.9 pp +8.9 pp
☆HIGHLINE WEALTH PARTNERS LLC CIK 0002042654 0.265 1409 10.9 2.8% 4 +0.1 pp +1.0 pp +0.9 pp +2.8 pp
☆Galvin, Gaustad & Stein, LLC CIK 0001840945 0.403 261 10.8 0.9% 4 -0.2 pp -0.3 pp -0.4 pp +0.9 pp
☆WESPAC Advisors SoCal, LLC CIK 0001668188 0.345 118 10.7 2.3% 4 +0.1 pp +0.1 pp +0.1 pp +2.3 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 10.7 0.3% 4 -0.2 pp -0.2 pp -0.2 pp +0.3 pp
☆Carl P. Sherr & Co., LLC CIK 0001818535 0.379 134 10.7 5.0% 4 +0.2 pp -0.0 pp -0.2 pp +5.0 pp
☆TICINO WEALTH CIK 0002105416 0.168 135 10.5 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 10.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 10.4 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆FIRST AMERICAN TRUST, FSB CIK 0000036066 0.429 307 10.2 0.7% 3 +0.0 pp +0.1 pp +0.7 pp +0.7 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 10.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Burns Matteson Capital Management, LLC CIK 0001894164 0.261 181 10.0 3.9% 4 +0.3 pp +1.5 pp +1.3 pp +3.9 pp
☆AMJ Financial Wealth Management CIK 0001801585 0.571 83 10.0 2.4% 4 -0.1 pp -0.1 pp +0.1 pp +2.4 pp
☆Smith Salley Wealth Management CIK 0001482012 0.574 275 9.9 0.5% 4 +0.1 pp +0.1 pp +0.1 pp +0.5 pp
☆Freestate Advisors LLC CIK 0001660328 0.717 42 9.6 7.6% 4 -0.2 pp -0.3 pp -0.6 pp +7.6 pp
☆NewSquare Capital LLC CIK 0001546989 0.510 227 9.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆LaSalle St. Investment Advisors, LLC CIK 0001966193 0.470 429 9.4 1.3% 4 -0.2 pp -0.4 pp -1.4 pp +1.3 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 9.2 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆REBALANCE, LLC CIK 0001811052 0.941 103 9.1 0.5% 4 +0.0 pp -0.0 pp -0.0 pp +0.5 pp
☆Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 9.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 9.0 0.3% 4 -0.1 pp -0.1 pp -0.1 pp +0.3 pp
☆THEORY FINANCIAL LLC CIK 0001899158 0.249 99 9.0 3.1% 4 +0.0 pp -0.3 pp -0.2 pp +3.1 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 8.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Empowered Funds, LLC CIK 0001592828 0.549 2112 8.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 8.7 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 8.6 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 8.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aspen Investment Management Inc CIK 0001541596 0.290 187 8.4 2.6% 4 +0.1 pp -0.5 pp -0.4 pp +2.6 pp
☆Asio Capital, LLC CIK 0001803291 0.492 109 8.3 1.2% 4 -0.0 pp -0.1 pp -0.4 pp +1.2 pp
☆Goldstone Financial Group, LLC CIK 0002040021 0.460 240 8.3 0.9% 4 -0.0 pp -0.1 pp -0.2 pp +0.9 pp
☆Phoenix Financial Ltd. CIK 0001679543 0.682 519 8.2 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆Prasad Wealth Partners, LLC CIK 0002048885 0.209 160 8.1 2.2% 4 +0.2 pp +0.7 pp +0.9 pp +2.2 pp
☆BECKER CAPITAL MANAGEMENT INC CIK 0000799004 0.643 303 8.0 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 7.9 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆LEUTHOLD GROUP, LLC CIK 0001170152 0.149 237 7.9 0.8% 4 -0.0 pp -0.1 pp -0.1 pp +0.8 pp
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☆Beacon Bridge Wealth Partners, LLC CIK 0001965468 0.306 105 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Atlas Legacy Advisors, LLC CIK 0002054111 0.530 208 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆WINCAP FINANCIAL LLC CIK 0002064588 0.329 91 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 0.0 0.0% 0 -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% 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 +0.0 pp -0.1 pp -0.6 pp +0.0 pp
☆Omega Financial Group, LLC CIK 0001767982 0.514 91 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
☆TME FINANCIAL, INC. CIK 0002056230 0.258 70 0.0 0.0% 0 -0.1 pp -0.2 pp -0.2 pp +0.0 pp
☆A4 Wealth Advisors LLC CIK 0002033987 0.140 89 0.0 0.0% 0 -0.3 pp +0.0 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
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆New Millennium Group LLC CIK 0001909654 0.000 0 0.0 0.0% 0 -2.9 pp -2.9 pp +0.0 pp +0.0 pp
☆CX Institutional CIK 0001737089 0.437 1568 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
☆RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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
☆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
☆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 +0.0 pp -0.1 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
☆Noble Wealth Management PBC CIK 0002055065 0.125 771 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Brookwood Investment Group LLC CIK 0002066812 0.242 513 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 +0.0 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
☆PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 2145782 0.511 544 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 -0.1 pp -0.1 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
☆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 +0.0 pp -2.1 pp -1.9 pp +0.0 pp
☆Park Place Capital Corp CIK 0001965810 0.369 1092 0.0 0.0% 0 -0.0 pp -0.2 pp -0.3 pp +0.0 pp
☆Renasant Bank CIK 0001656167 0.136 141 0.0 0.0% 0 +0.0 pp -0.5 pp -0.9 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
☆SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.0 0.0% 0 -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% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Klaas Financial Asset Advisors, LLC CIK 0001819279 0.898 59 0.0 0.0% 0 -13.1 pp -13.1 pp -13.1 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 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
☆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
☆Motiv8 Investments LLC CIK 0002024873 0.073 1068 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
☆SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 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
☆Centurion Wealth Management LLC CIK 0001951368 0.226 283 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Capitolis Liquid Global Markets LLC CIK 0001960050 0.598 317 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆My Legacy Advisors, LLC CIK 0001767802 0.172 206 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 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
☆GREENUP STREET WEALTH MANAGEMENT LLC CIK 0001909904 0.391 141 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆Triad Wealth Partners, LLC CIK 0002012717 0.205 553 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆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
☆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 +0.0 pp -0.2 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 +0.0 pp -0.1 pp +0.0 pp
☆CAPSTONE INVESTMENT ADVISORS, LLC CIK 0001426196 0.598 942 0.0 0.0% 0 -0.1 pp -0.1 pp -0.2 pp +0.0 pp
☆Raleigh Capital Management Inc. CIK 0001911726 0.166 610 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Truvestments Capital LLC CIK 0001750405 0.266 1150 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
☆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
☆MMA ASSET MANAGEMENT LLC CIK 0001842667 0.332 181 0.0 0.0% 0 -0.2 pp -0.0 pp +0.0 pp +0.0 pp
☆Quaker Wealth Management, LLC CIK 0001733472 0.568 967 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TRANSATLANTIQUE PRIVATE WEALTH LLC CIK 0001935000 0.000 0 0.0 0.0% 0 -1.9 pp -1.7 pp -1.6 pp -1.7 pp
☆Northwest Capital Management Inc CIK 0001730404 0.000 92 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 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 (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