Signals

IGLD

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

Flow ranking

Rank#18386
Score / z0.000 / -0.02
Consensus47.56 over 100 funds
Momentumnot computed

Price & positioning

227 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

Forensics

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

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

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

LLM reads

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

Fund holders

Fund Quality Q Positions Value ($M) % of Fund AUM Qtrs Held Δ 1Q Δ 2Q Δ 3Q Δ 4Q
LPL Financial LLC CIK 0001403438 0.957 5996 63.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 28.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 26.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 16.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 15.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 12.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Hilton Capital Management, LLC CIK 0001541211 0.431 135 12.7 0.9% 4 -0.3 pp -0.3 pp +0.4 pp +0.9 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 9.0 0.0% 6 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
XML Financial, LLC CIK 0001800465 0.420 447 6.8 0.5% 5 -0.1 pp -0.1 pp -0.0 pp -0.0 pp
THOR TRADING ADVISORS, LLC CIK 0002057073 0.141 39 6.2 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
HFG Wealth Management, LLC CIK 0002027836 0.092 42 5.1 5.1% 5 -0.8 pp -0.7 pp -0.3 pp -0.9 pp
Thrive Capital Management, LLC CIK 0001845943 0.203 170 4.9 0.9% 5 -0.7 pp -0.7 pp -1.0 pp -0.8 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 4.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bullseye Investment Management, LLC CIK 0001912451 0.171 321 4.6 2.3% 2 +2.2 pp +2.3 pp +1.8 pp +1.8 pp
ARQ WEALTH ADVISORS, LLC CIK 0001811827 0.093 209 4.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 4.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 3.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Insight Advisors, LLC/ PA CIK 0001844880 0.630 241 3.5 0.6% 5 -0.2 pp -0.0 pp +0.1 pp +0.1 pp
Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 3.3 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
3EDGE Asset Management, LP CIK 0001665605 0.494 94 3.2 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
RETIREMENT GUYS FORMULA LLC CIK 0001933059 0.159 158 3.0 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Mission Financial Group, LLC CIK 0002113810 0.151 158 3.0 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. CIK 0001630936 0.191 80 2.8 1.4% 2 -0.2 pp +1.4 pp +1.4 pp +1.4 pp
CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 2.5 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Prostatis Group LLC CIK 0001649186 0.318 190 2.4 0.6% 7 -0.1 pp -0.1 pp -0.2 pp -0.3 pp
Asset One Wealth Management LLC CIK 0002110759 0.396 346 2.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 2.2 0.0% 6 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 2.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SHP Wealth Management CIK 0001807060 0.763 1981 2.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Bison Wealth, LLC CIK 0001845251 0.528 477 2.1 0.2% 4 -0.0 pp -0.0 pp +0.1 pp +0.2 pp
Delta Investment Management, LLC CIK 0001757043 0.270 293 2.0 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 1.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CORRADO ADVISORS, LLC CIK 0001482611 0.121 120 1.8 0.8% 5 -0.3 pp -0.3 pp -0.5 pp -0.5 pp
Rockport Wealth LLC CIK 0002022866 0.430 110 1.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Marion Wealth Management CIK 0001911097 0.503 156 1.6 0.3% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Mutual Advisors, LLC CIK 0001694080 0.625 1377 1.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 1.5 0.0% 5 -0.1 pp -0.1 pp -0.0 pp +0.0 pp
World Investment Advisors CIK 0001652594 0.670 1523 1.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 1.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 1.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MTM Investment Management, LLC CIK 0001831416 0.252 708 1.3 0.4% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 1.2 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 1.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clear Creek Financial Management, LLC CIK 0001784235 0.236 642 1.1 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 1.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 1.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 1.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
NORTHCAPE WEALTH MANAGEMENT, LLC CIK 0001902806 0.373 144 0.9 0.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.0 pp
Walser Wealth Management Company, A Ltd Liability Co CIK 0002112280 0.047 215 0.9 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.9 0.0% 2 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
GREENWOOD CAPITAL ASSOCIATES LLC CIK 0001161822 0.371 284 0.9 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 0.9 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MAI Capital Management CIK 0001040197 0.725 1889 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BOS Asset Management, LLC CIK 0001965814 0.309 204 0.8 0.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 0.7 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 0.7 0.0% 6 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Triumph Capital Management CIK 0001730765 0.195 1861 0.7 0.1% 4 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
American Institute for Advanced Investment Management, LLP CIK 0001805824 0.210 159 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 0.6 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Mariner, LLC CIK 0001373442 0.925 3517 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Sloy Dahl & Holst, LLC CIK 0001690295 0.891 122 0.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Encompass More Asset Management CIK 0002011218 0.126 270 0.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Independent Wealth Network Inc. CIK 0001891240 0.224 338 0.5 0.1% 5 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
180 WEALTH ADVISORS, LLC CIK 0001730817 0.300 486 0.5 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Arax Advisory Partners CIK 0001586767 0.170 5155 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Collaborative Wealth Managment Inc. CIK 0001896419 0.446 167 0.5 0.2% 3 -0.0 pp +0.1 pp +0.2 pp +0.2 pp
Brookstone Capital Management CIK 0001599584 0.472 1305 0.5 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pine Valley Investments Ltd Liability Co CIK 0001975417 0.417 571 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 0.5 0.2% 5 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Pinnacle Financial Partners, Inc. (PNFP, PNFP-PA, PNFP-PB, PNFP-PC) CIK 0002082866 0.843 1128 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Luken Investment Analytics, LLC CIK 0001730546 0.283 170 0.5 0.2% 5 -7.1 pp -8.2 pp -7.7 pp -6.5 pp
TRANSCEND CAPITAL ADVISORS, LLC CIK 0001776082 0.378 814 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hamilton Wealth, LLC CIK 0001760263 0.303 117 0.5 0.1% 1 +0.1 pp +0.1 pp -0.1 pp -0.1 pp
Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Cherry Creek Investment Advisors, Inc. CIK 0001877829 0.333 128 0.4 0.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 0.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Prospera Financial Services Inc CIK 0001541625 0.534 1468 0.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Novak & Powell Financial Services, Inc. CIK 0002011548 0.292 171 0.4 0.2% 4 -0.1 pp -0.1 pp +0.0 pp +0.2 pp
Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
RiverTree Advisors, LLC CIK 0001872501 0.247 72 0.4 0.2% 5 -1.6 pp -1.5 pp -1.4 pp -0.7 pp
&PARTNERS CIK 0000107136 0.806 2509 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Cambridge Advisors Inc. CIK 0001633695 0.651 183 0.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
INSIGNEO ADVISORY SERVICES, LLC CIK 0001964958 0.245 875 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Arkadios Wealth Advisors CIK 0001800798 0.458 1680 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 0.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Archer Investment Corp CIK 0001803804 0.301 1254 0.3 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Global Assets Advisory, LLC CIK 0001942932 0.029 322 0.3 0.1% 1 +0.1 pp -0.0 pp +0.0 pp +0.1 pp
Exit Wealth Advisors, LLC. CIK 0002082744 0.045 149 0.3 0.1% 3 -0.1 pp -0.0 pp +0.1 pp +0.1 pp
Intrua Financial, LLC CIK 0001812792 0.394 491 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Horizon Advisory Services, Inc. CIK 0001799006 0.816 49 0.3 0.1% 5 -0.0 pp -0.1 pp -0.0 pp -0.0 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Manhattan West Asset Management, LLC CIK 0001904770 0.346 185 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Stirlingshire Investments, Inc. CIK 0001829271 0.056 221 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
COLUMBIA ADVISORY PARTNERS LLC CIK 0001808179 0.409 111 0.3 0.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
G&S Capital LLC CIK 0001731448 0.138 152 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Kovack Advisors, Inc. CIK 0001728321 0.312 1070 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CHIRON CAPITAL MANAGEMENT, LLC CIK 0001830922 0.078 136 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Accurate Wealth Management, LLC CIK 0001877728 0.228 576 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
QP WEALTH MANAGEMENT, LLC CIK 0001802496 0.053 71 0.2 0.3% 2 -0.2 pp +0.3 pp +0.3 pp +0.3 pp
IHT Wealth Management, LLC CIK 0001697490 0.413 1236 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sulzberger Capital Advisors, Inc. CIK 0002056727 0.396 53 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Stonebridge Financial Planning Group, LLC CIK 0001802494 0.258 183 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Capital Asset Advisory Services LLC CIK 0001666024 0.779 374 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
STEPHENS INC /AR/ CIK 0000757657 0.689 1332 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Smallwood Wealth Investment Management, LLC CIK 0001921304 0.480 529 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 0.1 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 0.1 0.0% 7 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wealth Enhancement Trust Services, Inc. CIK 0002067696 0.385 1529 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Torren Management, LLC CIK 0002096203 0.627 948 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.0 0.0% 5 -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% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
SWAN Capital LLC CIK 0001952722 0.651 580 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NFSG Corp CIK 0001879757 0.275 1245 0.0 0.0% 1 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
IMA Advisory Services, Inc. CIK 0001455495 0.141 1384 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Advisors Preferred, LLC CIK 0001598841 0.037 220 0.0 0.0% 1 +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 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 0.0 0.0% 1 +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
Founders Financial Alliance, LLC CIK 0001832190 0.082 779 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Allworth Financial LP CIK 0001555170 0.907 5124 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Janney Montgomery Scott LLC CIK 0001329948 0.028 3105 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.0 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 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 0.0 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 0.0 0.0% 3 -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
SteelPeak Wealth, LLC CIK 0001801868 0.452 596 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Merkkuri Wealth Advisors LLC CIK 0002040317 0.191 81 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SMITH, MOORE & CO. CIK 0000200724 0.514 586 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
STEINBERGANNA WEALTH MANAGEMENT CIK 0002089528 0.471 139 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Annex Advisory Services, LLC CIK 0001542287 0.657 356 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Merit Financial Group, LLC CIK 0001621225 0.728 2318 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 -0.0 pp
COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Sigma Planning Corp CIK 0001449126 0.520 1394 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
CALTON & ASSOCIATES, INC. CIK 0000822648 0.227 419 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
Garden State Investment Advisory Services LLC CIK 0001965351 0.225 323 0.0 0.0% 0 -0.1 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 -0.2 pp -0.0 pp -0.0 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
United Community Bank CIK 0002000314 0.267 534 0.0 0.0% 0 -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 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cavalier Investments, LLC CIK 0001655543 0.000 40 0.0 0.0% 0 -2.1 pp -1.8 pp -2.3 pp +0.0 pp
Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp -0.3 pp
Balboa Wealth Partners CIK 0001929008 0.294 476 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 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
Compound Planning, Inc. CIK 0001978879 0.538 1248 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
STANCE CAPITAL LLC CIK 0002056334 0.005 340 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Independent Advisor Alliance CIK 0001696899 0.044 1054 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HB Wealth Management, LLC CIK 0001911253 0.932 1701 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 IGLD). Qtrs Held counts distinct quarters this fund has actually held IGLD (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its IGLD position size. Δ columns are the percentage-point change in IGLD'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