Signals

← Signals

☆IGM

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

Flow ranking

Rank#22421
Score / z-0.121 / -0.18
Consensus163.77 over 293 funds
Momentumno 12m return

Price & positioning

225 cached closes, trailing year
Drawdownno history
Short interest-26% / 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 ▾
☆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 489.5 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 329.2 0.0% 3 +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 308.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 238.6 4.8% 3 -0.2 pp -0.2 pp +4.8 pp +4.8 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 229.1 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 216.6 0.1% 3 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 208.1 1.4% 3 -0.1 pp -0.2 pp +1.4 pp +1.4 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 187.8 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 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 169.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 164.2 0.0% 3 -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 132.4 0.2% 3 -0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 121.8 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆WestEnd Advisors, LLC CIK 0001351731 0.808 408 106.4 2.5% 2 -2.8 pp +2.5 pp +2.5 pp +2.5 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 101.3 0.6% 3 -0.1 pp +0.5 pp +0.6 pp +0.6 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 98.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Destination Wealth Management CIK 0001278573 0.701 325 80.8 2.1% 3 -0.1 pp -0.0 pp +2.1 pp +2.1 pp
☆Gray Foundation CIK 0002011602 0.903 9 72.2 18.1% 3 -1.9 pp +0.3 pp +18.1 pp +18.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 66.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 62.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 54.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PGIM Custom Harvest LLC CIK 0001845793 0.916 305 48.0 0.7% 3 +0.0 pp -0.2 pp +0.7 pp +0.7 pp
☆WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 45.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Portfolio Strategies, Inc. CIK 0001753271 0.736 81 45.4 5.3% 3 +0.2 pp +0.7 pp +5.3 pp +5.3 pp
☆VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 37.3 0.0% 2 -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 36.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 34.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Legacy Financial Strategies, LLC CIK 0001723925 0.732 152 32.9 5.8% 3 -1.0 pp -0.2 pp +5.8 pp +5.8 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 30.4 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 30.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 27.2 0.0% 4 -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 26.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 25.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 20.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 18.8 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 17.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 17.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BAILARD, INC. CIK 0000750641 0.577 763 16.8 0.4% 3 -0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆Mathes Company, Inc. CIK 0001389223 0.419 129 15.9 5.7% 3 -0.7 pp -0.3 pp +5.7 pp +5.7 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 14.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆White Lighthouse Investment Management Inc. CIK 0001727593 0.732 151 14.7 2.1% 3 +0.1 pp +0.4 pp +2.1 pp +2.1 pp
☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 14.4 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 13.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 13.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 13.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 13.1 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆GM Advisory Group, LLC CIK 0001598304 0.773 374 13.0 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆Dynamic Wealth Strategies, LLC CIK 0001812853 0.336 291 12.8 7.6% 3 -0.4 pp +0.0 pp +7.6 pp +7.6 pp
☆Vantage Financial Partners, LLC CIK 0001911766 0.643 212 12.4 2.5% 3 -0.0 pp +0.3 pp +2.5 pp +2.5 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 12.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Shira Ridge Wealth Management CIK 0001961210 0.592 83 11.6 4.7% 3 -0.5 pp -0.3 pp +4.7 pp +4.7 pp
☆&PARTNERS CIK 0000107136 0.806 2509 11.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Prostatis Group LLC CIK 0001649186 0.318 190 11.0 2.6% 4 +0.1 pp +0.1 pp +1.6 pp +2.6 pp
☆Fairscale Capital, LLC CIK 0002032350 0.424 441 10.9 7.3% 3 -0.1 pp +0.1 pp +7.3 pp +7.3 pp
☆Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 9.7 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆OVERSEA-CHINESE BANKING Corp Ltd CIK 0001291318 0.548 343 9.3 0.3% 3 -0.1 pp -0.1 pp +0.3 pp +0.3 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 9.2 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 9.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthBridge Capital Management, LLC CIK 0001767313 0.463 235 8.7 2.0% 3 -0.1 pp -0.0 pp +2.0 pp +2.0 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 8.3 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 8.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 8.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Asset Management Group, Inc. CIK 0001511550 0.511 137 7.4 1.2% 3 +0.0 pp +0.1 pp +1.2 pp +1.2 pp
☆Integrity Investment Advisors, LLC CIK 0002066359 0.417 72 7.2 4.0% 3 -0.6 pp -0.5 pp +4.0 pp +4.0 pp
☆Graves Light Lenhart Wealth, Inc. CIK 0001759803 0.689 203 7.2 0.8% 3 -0.0 pp +0.0 pp +0.8 pp +0.8 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 7.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 7.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Northstar Advisory Group, LLC CIK 0001816000 0.138 118 7.1 2.5% 3 +1.9 pp -0.3 pp +2.5 pp +2.5 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 7.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 7.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AFT, FORSYTH & COMPANY, INC. CIK 0001512073 0.347 108 6.9 3.0% 3 -0.2 pp -0.1 pp +3.0 pp +3.0 pp
☆MIDLAND WEALTH ADVISORS, LLC CIK 0001990058 0.904 160 6.8 0.4% 3 -0.0 pp +0.1 pp +0.4 pp +0.4 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 6.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 6.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ACIMA PRIVATE WEALTH, LLC CIK 0001761961 0.501 173 6.6 2.1% 3 -0.1 pp +0.0 pp +2.1 pp +2.1 pp
☆Trilogy Capital Inc. CIK 0001722512 0.616 400 6.5 0.3% 2 -0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 6.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Humankind Investments LLC CIK 0001845373 0.696 22 6.3 2.8% 3 +1.4 pp +1.5 pp +2.8 pp +2.8 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 6.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 6.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 5.7 0.1% 3 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆KKM Financial LLC CIK 0002001943 0.086 169 5.5 1.0% 3 -0.8 pp -0.9 pp +1.0 pp +1.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 5.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 5.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Paragon Advisors, LLC CIK 0001799719 0.414 77 5.0 1.4% 3 +0.0 pp +0.2 pp +1.4 pp +1.4 pp
☆Creative Planning CIK 0001540235 0.979 4196 4.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Milestone Investment Advisors LLC CIK 0001967018 0.576 141 4.7 1.1% 3 -0.0 pp +0.1 pp +1.1 pp +1.1 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 4.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MERIDIAN INVESTMENT COUNSEL INC. CIK 0001427351 0.248 250 4.6 1.1% 3 -0.0 pp -0.0 pp +1.1 pp +1.1 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 4.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRAPHAGEN INVESTMENT ADVISORS LLC CIK 0002023380 0.823 219 4.3 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Campion Asset Management CIK 0001843492 0.531 83 4.3 3.0% 3 -0.0 pp +0.1 pp +3.0 pp +3.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 4.0 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆INTERACTIVE FINANCIAL ADVISORS, INC. CIK 0001419099 0.492 74 3.8 2.4% 3 +0.1 pp -0.1 pp +2.4 pp +2.4 pp
☆SHEETS SMITH WEALTH MANAGEMENT CIK 0001157436 0.386 408 3.8 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 3.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 3.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 3.7 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 3.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Keystone Global Partners, LLC CIK 0001764057 0.509 57 3.6 1.6% 3 -0.2 pp -0.3 pp +1.6 pp +1.6 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 3.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 3.6 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 3.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Journey Beyond Wealth, LLC CIK 0002052989 0.716 30 3.5 2.8% 3 -0.4 pp -0.3 pp +2.8 pp +2.8 pp
☆Financial Freedom, LLC CIK 0001965484 0.294 107 3.5 1.7% 3 +0.1 pp +0.3 pp +1.7 pp +1.7 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 3.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 3.3 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 3.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 3.2 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 3.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆B. Riley Wealth Advisors, Inc. CIK 0001464811 0.380 831 3.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 3.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 3.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 2.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 2.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 2.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Coastal Bridge Advisors, LLC CIK 0001665976 0.395 469 2.6 0.2% 2 -0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆BXM Wealth LLC CIK 0002052379 0.166 163 2.5 1.9% 3 -0.4 pp -0.7 pp +1.9 pp +1.9 pp
☆SHELTON WEALTH MANAGEMENT, LLC CIK 0001903883 0.270 125 2.4 1.1% 3 -0.1 pp -0.2 pp +1.1 pp +1.1 pp
☆SMITH, MOORE & CO. CIK 0000200724 0.514 586 2.4 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Clarity Wealth Advisors, LLC CIK 0001767384 0.629 116 2.4 0.5% 3 -0.1 pp -0.1 pp +0.5 pp +0.5 pp
☆Financial Management Professionals, Inc. CIK 0001568132 0.588 1054 2.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Houlihan Financial Resource Group, Ltd. CIK 0001802879 0.424 113 2.2 0.9% 3 -0.0 pp +0.0 pp +0.9 pp +0.9 pp
☆WEBSTER BANK, N. A. CIK 0001105837 0.616 698 2.2 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 2.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GRIMES & Co WEALTH MANAGEMENT, LLC CIK 0001321993 0.672 449 2.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CALDWELL SUTTER CAPITAL, INC. CIK 0000702007 0.183 930 2.0 0.9% 3 +0.0 pp +0.0 pp +0.9 pp +0.9 pp
☆Security Financial Services, INC. CIK 0001913590 0.442 203 2.0 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Fort Sheridan Advisors LLC CIK 0001606666 0.516 299 2.0 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 1.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Icon Wealth Advisors, LLC CIK 0001963212 0.472 420 1.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 1.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Comprehensive Financial Planning, Inc./PA CIK 0002044855 0.134 427 1.9 1.2% 3 +0.3 pp +0.3 pp +1.2 pp +1.2 pp
☆Wallace Hart LLC CIK 0002018963 0.082 45 1.9 1.4% 2 +1.1 pp +1.4 pp +1.4 pp +1.4 pp
☆FIDUCIENT ADVISORS LLC CIK 0001729866 0.386 153 1.8 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keebeck Wealth Management CIK 0001803675 0.338 471 1.8 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 1.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 1.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆PARTNERS CAPITAL INVESTMENT GROUP, LLP CIK 0001694870 0.862 186 1.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆CLIFFORD SWAN INVESTMENT COUNSEL LLC CIK 0001034642 0.619 335 1.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HAZLETT, BURT & WATSON, INC. CIK 0000046392 0.233 899 1.7 0.5% 3 -0.0 pp +0.1 pp +0.5 pp +0.5 pp
☆One Wealth Advisors, LLC CIK 0001725297 0.425 326 1.7 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆UNIQUE WEALTH, LLC CIK 0001957124 0.538 201 1.7 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Copia Wealth Management CIK 0002058771 0.232 570 1.7 1.2% 4 +0.0 pp +0.1 pp +0.2 pp +1.2 pp
☆HARRELL INVESTMENT PARTNERS, LLC CIK 0001802882 0.428 144 1.6 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
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☆FIRST UNITED BANK & TRUST CIK 0001214183 0.359 420 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Realta Investment Advisors CIK 0001776792 0.189 378 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WealthCollab, LLC CIK 0002017870 0.551 969 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% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ADIRONDACK TRUST CO CIK 0001054257 0.390 558 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Measured Wealth Private Client Group, LLC CIK 0001720235 0.171 723 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EVERMAY WEALTH MANAGEMENT LLC CIK 0001066816 0.791 651 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Perkins Coie Trust Co CIK 0001513038 0.513 260 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Central Pacific Bank - Trust Division CIK 0002020066 0.241 889 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HAGER INVESTMENT MANAGEMENT SERVICES, LLC CIK 0002026645 0.203 352 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Retirement Wealth Solutions LLC CIK 0002044741 0.470 811 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆New Republic Capital, LLC CIK 0001989988 0.138 352 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Betterment LLC CIK 0001633901 0.437 675 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tradewinds Capital Management, LLC CIK 0001616026 0.095 715 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VAN ECK ASSOCIATES CORP CIK 0000869178 0.897 1337 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Nilsine Partners, LLC CIK 0001913043 0.348 429 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
☆Cordant, Inc. CIK 0001830942 0.705 353 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 0.0 0.0% 0 -0.0 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 -0.2 pp +0.0 pp +0.0 pp
☆QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Heartwood Wealth Advisors LLC CIK 0001794935 0.727 227 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apexium Financial, LP CIK 0001765285 0.880 288 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Glassy Mountain Advisors, Inc. CIK 0001914617 0.454 76 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Willow Creek Wealth Management Inc. CIK 0001632407 0.789 180 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
☆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
☆waypoint wealth counsel CIK 0001807909 0.207 149 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Stuart Chaussee & Associates, Inc. CIK 0001653253 0.000 0 0.0 0.0% 0 -6.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Mayflower Financial Advisors, LLC CIK 0001852930 0.171 498 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MARSHALL WACE, LLP CIK 0001318757 0.756 2719 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.272 1461 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆EVERPAR ADVISORS LLC CIK 0002010410 0.221 302 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆LM Advisors LLC CIK 0002011314 0.053 224 0.0 0.0% 0 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
☆PATRIOT INVESTMENT MANAGEMENT GROUP, INC. CIK 0001773830 0.876 240 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kelly Financial Services LLC CIK 0002023336 0.366 141 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WEALTH ALLIANCE, LLC CIK 0001793904 0.335 573 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wealthstream Advisors, Inc. CIK 0001833780 0.848 204 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CVA Family Office, LLC CIK 0001802084 0.571 1801 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ATTICUS WEALTH MANAGEMENT, LLC CIK 0001800234 0.477 177 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Grassi Investment Management CIK 0001608531 0.717 128 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WNY Asset Management, LLC CIK 0001803296 0.575 260 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Garde Capital, Inc. CIK 0001616328 0.622 224 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Capital Market Strategies LLC CIK 0001810158 0.270 139 0.0 0.0% 0 +0.0 pp -0.3 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
☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 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
☆Jordan Park Group LLC CIK 0001707975 0.885 68 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TruNorth Capital Management, LLC CIK 0001639695 0.822 123 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆TFB Advisors LLC CIK 0001965201 0.232 190 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Creekmur Asset Management LLC CIK 0002013091 0.963 6 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆Towne Trust Company, N.A CIK 0001102256 0.284 323 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 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
☆Family Firm, Inc. CIK 0001602603 0.390 87 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 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 -0.9 pp -0.0 pp +0.0 pp +0.0 pp
☆Northeast Financial Consultants Inc CIK 0001599863 0.818 299 0.0 0.0% 0 +0.0 pp -0.5 pp +0.0 pp +0.0 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MOULTON WEALTH MANAGEMENT, INC CIK 0001792510 0.038 66 0.0 0.0% 0 -2.1 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Accredited Wealth Management, LLC CIK 0002056519 0.358 381 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 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
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆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
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Arlington Trust Co LLC CIK 0001997685 0.934 846 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Glenmede Investment Management, LP CIK 0001644465 0.833 1410 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MorganRosel Wealth Management, LLC CIK 0001753218 0.412 104 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Westwind Capital CIK 0001729269 0.056 77 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Magnus Financial Group LLC CIK 0001765216 0.574 387 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Biondo Investment Advisors, LLC CIK 0001455176 0.490 89 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 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
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 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
☆Nova Wealth Management, Inc. CIK 0002051980 0.124 570 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 0 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
☆Soundwatch Capital LLC CIK 0001803253 0.945 53 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
☆Bristlecone Advisors, LLC CIK 0001671716 0.543 233 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ASHTON THOMAS SECURITIES, LLC CIK 0000771572 0.064 377 0.0 0.0% 0 -0.1 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 -0.1 pp +0.0 pp +0.0 pp
☆North Capital, Inc. CIK 0002065938 0.475 102 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MA Private Wealth CIK 0001767474 0.750 88 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 IGM). Qtrs Held counts distinct quarters this fund has actually held IGM (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its IGM position size. Δ columns are the percentage-point change in IGM's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status