Signals

← Signals

☆IGIB

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

Flow ranking

Rank#177
Score / z1.303 / 1.55
Consensus261.59 over 488 funds
Momentum-0.27 ≠

Price & positioning

249 cached closes, trailing year
Drawdown-1%
Short interest+108% / 1.7d ⚡

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 3,685.2 6.5% 5 -0.3 pp +0.1 pp +0.4 pp +0.4 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 801.2 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 694.3 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 471.9 0.1% 5 -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 438.9 4.4% 5 +1.9 pp +2.1 pp -0.1 pp -5.3 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 419.3 0.7% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 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 341.2 0.0% 6 -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 335.8 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆One Capital Management, LLC CIK 0001606588 0.779 522 311.1 8.7% 5 +0.1 pp +0.0 pp +0.0 pp +0.3 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 277.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 220.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 217.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Matson Money. Inc. CIK 0001672512 0.979 9 203.4 5.7% 5 -0.3 pp -0.2 pp -0.3 pp -0.4 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 186.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 184.3 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 164.3 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 153.3 2.8% 5 +0.2 pp +0.4 pp +0.7 pp +0.9 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 149.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 131.7 0.1% 6 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆FMR LLC CIK 0000315066 0.989 5571 118.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Petersen Hastings Wealth Advisors Inc. CIK 0002109614 0.932 87 111.7 9.4% 2 -0.2 pp +9.4 pp +9.4 pp +9.4 pp
☆Acropolis Investment Management, LLC CIK 0001318601 0.882 384 111.4 4.9% 5 +0.0 pp -0.1 pp -0.4 pp -0.6 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 106.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 104.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 99.9 0.6% 5 -0.1 pp -0.1 pp -0.2 pp -0.3 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 98.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆GREENWOOD GEARHART LLC CIK 0001084683 0.702 168 96.9 4.5% 5 -0.4 pp -0.3 pp -0.1 pp -0.2 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 95.8 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 94.4 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 89.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 84.0 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Haverford Trust Co CIK 0000842941 0.805 424 80.3 0.7% 5 -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 70.4 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 67.4 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 65.5 0.2% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RMG Wealth Management LLC CIK 0001844731 0.508 578 65.5 6.8% 1 +6.8 pp +6.8 pp +6.8 pp +6.8 pp
☆Dakota Wealth Management CIK 0001631353 0.544 771 65.2 1.2% 5 -0.0 pp +0.3 pp +0.2 pp +0.3 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 63.9 0.1% 6 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 63.6 0.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Ally Invest Advisors Inc. CIK 0001706013 0.945 75 62.8 3.8% 5 -0.3 pp -0.1 pp -0.1 pp -0.2 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 62.1 0.1% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Horizon Investments, LLC CIK 0001560717 0.541 1386 56.5 0.6% 5 -0.0 pp -0.1 pp -0.1 pp -0.3 pp
☆MFA WEALTH ADVISORS, LLC CIK 0001688184 0.452 98 54.2 9.2% 5 -0.1 pp +0.2 pp +0.5 pp +0.6 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 51.7 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Dodds Wealth, LLC CIK 0001973728 0.873 56 49.1 11.1% 5 -0.6 pp -0.0 pp +0.0 pp -0.0 pp
☆Wealthspire Retirement, LLC CIK 0002040084 0.698 321 45.0 2.5% 5 -0.3 pp +0.1 pp +1.0 pp +0.3 pp
☆Flagstone Financial Management CIK 0001968890 0.851 77 44.8 10.0% 5 -0.7 pp -0.5 pp -0.5 pp -0.8 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 43.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FIDUCIARY TRUST CO CIK 0000035442 0.872 892 41.4 0.5% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 39.9 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 39.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Scarborough Advisors, LLC CIK 0001815355 0.288 147 36.8 4.2% 2 +0.1 pp +4.2 pp +4.2 pp +4.2 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 36.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆STATE FARM MUTUAL AUTOMOBILE INSURANCE CO CIK 0000315032 0.975 107 36.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Thoma Capital Management LLC CIK 0002060298 0.724 53 36.0 19.2% 6 -0.9 pp -0.2 pp -1.9 pp -1.6 pp
☆ProVise Management Group, LLC CIK 0001305707 0.509 282 34.7 2.3% 5 -0.1 pp +0.0 pp +0.0 pp -0.1 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 33.9 0.0% 6 -0.0 pp -0.1 pp -0.0 pp +0.0 pp
☆Madison Asset Management, LLC CIK 0001299351 0.631 347 31.1 0.4% 5 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 30.5 0.0% 6 +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 29.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SCHMIDT P J INVESTMENT MANAGEMENT INC CIK 0001008895 0.525 215 28.5 4.4% 5 -0.2 pp -0.1 pp -0.2 pp -0.4 pp
☆Ameliora Wealth Management Ltd. CIK 0001910168 0.478 229 27.7 8.2% 5 +0.6 pp +2.0 pp +2.1 pp +1.6 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 26.9 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Klaas Financial Asset Advisors, LLC CIK 0001819279 0.898 59 26.4 3.3% 1 +3.3 pp -9.8 pp -9.8 pp -9.8 pp
☆Financial Partners Group, Inc CIK 0001731169 0.605 250 26.3 2.7% 5 -0.4 pp -0.3 pp -0.4 pp -0.6 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 26.1 0.6% 6 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆BIRCHBROOK, INC. CIK 0002071468 0.526 305 25.6 12.0% 7 -0.2 pp +0.4 pp +0.7 pp +1.4 pp
☆GDS Wealth Management CIK 0001940869 0.458 232 24.9 1.2% 5 -0.2 pp -0.3 pp -0.4 pp -0.5 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 24.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SYON CAPITAL LLC CIK 0001999353 0.452 949 24.2 1.1% 5 -0.5 pp -0.4 pp -0.4 pp -0.3 pp
☆ARKANSAS FINANCIAL GROUP, INC. CIK 0000764611 0.785 97 23.5 3.1% 5 -0.3 pp -0.1 pp +0.5 pp +0.5 pp
☆Black Diamond Financial, LLC CIK 0001759236 0.676 198 23.5 2.1% 5 -0.4 pp -0.2 pp -0.2 pp -0.6 pp
☆CVS HEALTH Corp (CVS) CIK 0000064803 0.189 21 23.4 10.4% 3 +8.1 pp +6.7 pp +10.4 pp +10.4 pp
☆BCK Partners, Inc. CIK 0001845867 0.873 28 22.5 10.8% 5 -0.5 pp -0.4 pp -0.1 pp -0.5 pp
☆HANCOCK WHITNEY CORP (HWC, HWCPZ) CIK 0000750577 0.650 752 22.5 0.4% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 22.0 0.6% 5 -0.1 pp -0.2 pp -0.2 pp -0.2 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 21.3 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 21.3 1.0% 5 -0.1 pp -0.0 pp -0.0 pp -0.1 pp
☆BAILARD, INC. CIK 0000750641 0.578 763 21.0 0.4% 5 -0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆Advisors Capital Management, LLC CIK 0001345576 0.650 634 21.0 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 20.9 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Smith Salley Wealth Management CIK 0001482012 0.574 275 20.6 0.9% 5 +0.4 pp +0.5 pp +0.5 pp +0.5 pp
☆Summit Wealth Group, LLC CIK 0001802865 0.629 129 20.3 4.1% 5 -0.4 pp -0.4 pp -0.4 pp -0.5 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 19.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆DT Investment Partners, LLC CIK 0001537621 0.779 512 18.9 1.4% 5 -0.1 pp -0.1 pp -0.4 pp -0.2 pp
☆Mitsubishi UFJ Trust & Banking Corp CIK 0001462160 0.869 1541 18.5 0.0% 5 -0.1 pp -0.1 pp -0.1 pp -0.0 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 17.8 0.4% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Legacy Financial Group LLC CIK 0001834011 0.442 133 17.7 2.0% 5 -0.2 pp -0.1 pp -0.5 pp -0.6 pp
☆Roundview Capital LLC CIK 0001476804 0.530 349 16.9 0.9% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 16.5 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 15.9 0.6% 5 -0.1 pp -0.2 pp -0.2 pp -0.6 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 15.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 14.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Blue Fin Capital, Inc. CIK 0001576102 0.631 164 14.7 2.1% 5 -0.1 pp +0.2 pp +0.4 pp +0.5 pp
☆RATIONAL ADVISORS, INC. CIK 0001143565 0.413 195 14.4 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 14.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆COLTON GROOME FINANCIAL ADVISORS, LLC CIK 0001780330 0.530 164 13.9 3.4% 5 -0.4 pp -0.2 pp -0.0 pp +0.0 pp
☆CASTLEARK MANAGEMENT LLC CIK 0001106832 0.341 309 13.8 0.4% 5 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
☆BAR HARBOR WEALTH MANAGEMENT CIK 0001035463 0.603 268 13.7 0.7% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆Creative Planning CIK 0001540235 0.979 4196 13.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 13.5 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 13.5 0.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆WESPAC Advisors SoCal, LLC CIK 0001668188 0.345 118 13.5 2.4% 5 +0.1 pp +0.3 pp +0.3 pp +0.2 pp
☆Caldwell Trust Co CIK 0002080218 0.488 811 13.3 1.1% 7 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆FIRST AMERICAN TRUST, FSB CIK 0000036066 0.429 307 13.1 0.8% 4 +0.1 pp +0.1 pp +0.2 pp +0.8 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 12.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 12.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 12.9 0.0% 5 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆NAPLES GLOBAL ADVISORS, LLC CIK 0001582151 0.425 466 12.6 0.8% 5 -0.1 pp +0.0 pp +0.3 pp +0.3 pp
☆JMAC ENTERPRISES LLC CIK 0001907294 0.497 122 12.4 2.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.0 pp
☆ALONGSIDE, LLC CIK 2113496 0.043 190 12.3 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 12.3 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Mendota Financial Group, LLC CIK 0001964538 0.578 33 12.2 7.6% 5 -0.6 pp -0.6 pp -0.4 pp -2.0 pp
☆Summit Wealth Partners, LLC CIK 0002033312 0.391 280 12.2 1.7% 5 -0.6 pp -0.9 pp -0.9 pp -0.9 pp
☆Onyx Bridge Wealth Group LLC CIK 0001819476 0.215 389 12.1 1.1% 4 +0.8 pp +0.3 pp +1.0 pp +1.1 pp
☆CAPSTONE WEALTH MANAGEMENT GROUP, LLC CIK 0001923052 0.164 94 11.9 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
☆ANCHOR CAPITAL ADVISORS LLC CIK 0000813933 0.410 245 11.7 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TPG Financial Advisors, LLC CIK 0001706669 0.483 81 11.6 3.5% 5 -0.1 pp -0.1 pp -0.1 pp -0.3 pp
☆Burns Matteson Capital Management, LLC CIK 0001894164 0.261 181 11.6 3.7% 5 -0.2 pp +0.1 pp +1.3 pp +1.1 pp
☆SEMITAM BONAM LLC CIK 0001922963 0.549 50 11.5 8.4% 4 -0.5 pp -0.1 pp -0.4 pp +8.4 pp
☆Carl P. Sherr & Co., LLC CIK 0001818535 0.379 134 11.1 4.7% 5 -0.4 pp -0.2 pp -0.4 pp -0.5 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 11.1 0.3% 5 -0.0 pp -0.2 pp -0.2 pp -0.2 pp
☆TICINO WEALTH CIK 0002105416 0.168 135 10.8 3.4% 2 -0.2 pp +3.4 pp +3.4 pp +3.4 pp
☆Empowered Funds, LLC CIK 0001592828 0.549 2112 10.8 0.1% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Mittelman Wealth Management CIK 0002021464 0.533 53 10.6 7.0% 5 -0.1 pp +0.1 pp +0.2 pp -0.6 pp
☆Banque Transatlantique SA CIK 0002056095 0.835 494 10.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆REBALANCE, LLC CIK 0001811052 0.941 103 10.1 0.5% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆NewSquare Capital LLC CIK 0001546989 0.510 227 10.1 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆AMJ Financial Wealth Management CIK 0001801585 0.571 83 10.0 2.4% 5 +0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆Galvin, Gaustad & Stein, LLC CIK 0001840945 0.403 261 9.9 0.7% 5 -0.1 pp -0.4 pp -0.5 pp -0.5 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 9.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 9.7 0.3% 5 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆LaSalle St. Investment Advisors, LLC CIK 0001966193 0.470 429 9.7 1.2% 5 -0.1 pp -0.4 pp -0.6 pp -1.6 pp
☆Phoenix Financial Ltd. CIK 0001679543 0.682 519 9.7 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Freestate Advisors LLC CIK 0001660328 0.717 42 9.6 7.2% 5 -0.5 pp -0.7 pp -0.8 pp -1.0 pp
☆PROFFITT & GOODSON INC CIK 0001123812 0.781 294 9.0 1.2% 5 -1.3 pp -1.4 pp -1.5 pp -1.5 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 9.0 0.1% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 9.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 8.9 0.2% 5 -0.0 pp -0.1 pp -0.2 pp -0.1 pp
☆THEORY FINANCIAL LLC CIK 0001899158 0.249 99 8.8 2.8% 5 -0.4 pp -0.3 pp -0.7 pp -0.6 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 8.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 8.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 8.6 0.2% 5 -0.9 pp -0.9 pp -0.7 pp -0.1 pp
☆Aspen Investment Management Inc CIK 0001541596 0.290 187 8.6 2.3% 5 -0.3 pp -0.1 pp -0.7 pp -0.7 pp
☆Manhattan West Asset Management, LLC CIK 0001904770 0.346 185 8.6 1.4% 5 +0.3 pp +0.4 pp +0.6 pp +0.6 pp
☆BECKER CAPITAL MANAGEMENT INC CIK 0000799004 0.643 303 8.4 0.2% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆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
☆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
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☆Enclave Advisors LLC CIK 0001836110 0.562 127 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
☆Midwest Trust Co CIK 0002077080 0.757 606 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Japan Science & Technology Agency CIK 0001948391 0.978 12 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -3.7 pp
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☆WOODWARD DIVERSIFIED CAPITAL, LLC CIK 0001846177 0.244 181 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 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
☆Freedom Investment Management, Inc. CIK 0001566653 0.736 106 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp -0.2 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
☆Running Point Capital Advisors, LLC CIK 0001840629 0.480 189 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆BUCKHEAD CAPITAL MANAGEMENT LLC CIK 0001133999 0.238 146 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆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
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☆Park Place Capital Corp CIK 0001965810 0.369 1092 0.0 0.0% 0 +0.0 pp -0.0 pp -0.2 pp -0.3 pp
☆CAPSTONE INVESTMENT ADVISORS, LLC CIK 0001426196 0.598 942 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆CHAPMAN FINANCIAL GROUP, LLC CIK 0002056577 0.227 260 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
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☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 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
☆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
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 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
☆RMR Capital Management, LLC CIK 0002032709 0.384 76 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp -0.3 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 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
☆CX Institutional CIK 0001737089 0.437 1568 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Versant Capital Management, Inc CIK 0001735057 0.400 2745 0.0 0.0% 0 -0.2 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
☆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
☆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
☆Pacific Excel Wealth Advisors, Inc. CIK 0002110884 0.000 228 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆Renasant Bank CIK 0001656167 0.136 141 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 pp -0.9 pp
☆Severin Investments, LLC CIK 0001763454 0.048 174 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆A4 Wealth Advisors LLC CIK 0002033987 0.140 89 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆Alaska Wealth Advisors, LLC CIK 0001731601 0.871 90 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆New World Advisors LLC CIK 0001767724 0.874 125 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Omega Financial Group, LLC CIK 0001767982 0.514 91 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
☆Vantage Financial Partners, LLC CIK 0001911766 0.643 212 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Beacon Bridge Wealth Partners, LLC CIK 0001965468 0.305 105 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆XTX Topco Ltd CIK 0001828301 0.023 4087 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mattson Financial Services, LLC CIK 0002034595 0.217 235 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp -0.1 pp
☆Anfield Capital Management, LLC CIK 0001602020 0.265 715 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
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 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
☆Endurance Services Ltd CIK 0002011025 0.942 8 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp -0.3 pp
☆Rede Wealth, LLC CIK 0001842054 0.714 117 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 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
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +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% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 0.0 0.0% 0 -0.5 pp -0.5 pp -0.5 pp -0.5 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
☆CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Annis Gardner Whiting Capital Advisors, LLC CIK 0001998414 0.457 349 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 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
☆Capitolis Liquid Global Markets LLC CIK 0001960050 0.597 317 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Evanson Asset Management, LLC CIK 0001626379 0.793 321 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Systelligence, LLC CIK 0001882691 0.094 62 0.0 0.0% 0 -1.2 pp +0.0 pp +0.0 pp +0.0 pp
☆STEVENS CAPITAL PARTNERS CIK 0001965176 0.449 157 0.0 0.0% 0 +0.0 pp -0.2 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
☆MERITAGE PORTFOLIO MANAGEMENT CIK 0000881432 0.493 322 0.0 0.0% 0 +0.0 pp -0.3 pp -0.2 pp -0.2 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
☆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
☆RICHARDSON FINANCIAL SERVICES INC. CIK 0002012303 0.164 607 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 +0.0 pp -2.9 pp -2.9 pp +0.0 pp
☆Columbus Macro, LLC CIK 0001727269 0.259 207 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Veridan Wealth LLC CIK 0002052405 0.434 84 0.0 0.0% 0 -1.8 pp -1.6 pp -1.6 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
☆PANORAMIC INVESTMENT ADVISORS, LLC CIK 0001967332 0.317 141 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 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
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Gunma Bank,Ltd. CIK 0001549449 0.386 31 0.0 0.0% 0 +0.0 pp +0.0 pp -5.1 pp -4.2 pp
☆My Legacy Advisors, LLC CIK 0001767802 0.172 206 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.4 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
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Essential Partners LLC CIK 0002136442 0.019 2853 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Atlas Legacy Advisors, LLC CIK 0002054111 0.530 208 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 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
☆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
☆Robinswood Financial LLC CIK 2139748 0.585 435 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Stokes Family Office, LLC CIK 0001802278 0.331 272 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
☆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
☆PRUDENTIAL PLC CIK 0000898419 0.878 691 0.0 0.0% 0 -0.1 pp -2.3 pp -3.7 pp -2.9 pp
☆TBH Global Asset Management, LLC CIK 0001787125 0.368 263 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆Charter Oak Capital Management, LLC CIK 0001810720 0.902 208 0.0 0.0% 0 -6.6 pp -6.3 pp -6.1 pp -5.8 pp
☆M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 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
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆CAPITAL INSIGHT PARTNERS, LLC CIK 0001664385 0.000 0 0.0 0.0% 0 +0.0 pp -1.6 pp -1.5 pp -1.6 pp
☆GHP Investment Advisors, Inc. CIK 0001401561 0.455 1394 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vermillion & White Wealth Management Group, LLC CIK 0001862443 0.688 69 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
☆Obermeyer Wealth Partners CIK 0001349654 0.722 300 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 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
☆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
☆Facet Wealth, Inc. CIK 0001748271 0.950 411 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆J. Mark Nickell & Co. CIK 0001811161 0.446 30 0.0 0.0% 0 -0.8 pp +0.0 pp +0.0 pp +0.0 pp
☆Leo Wealth, LLC CIK 0001912202 0.425 452 0.0 0.0% 0 -0.0 pp +0.0 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
☆Brown Financial Advisors CIK 0002035548 0.168 212 0.0 0.0% 0 -0.8 pp -0.8 pp -0.8 pp -0.4 pp
☆American Family Investments, Inc. CIK 0002029723 0.976 13 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.2 pp
☆FIRST HORIZON CORP (FHN, FHN-PE, FHN-PF, FHN-PH) CIK 0000036966 0.518 1527 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Elevation Capital Advisory, LLC CIK 0001871112 0.011 63 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 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
☆Northwest Capital Management Inc CIK 0001730404 0.000 92 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 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 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
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 (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