Signals

← Signals

☆IGM

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

Flow ranking

Rank#718
Score / z0.159 / 0.24
Consensus212.73 over 381 funds
Momentumno 12m return

Price & positioning

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

Forensics

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

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

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

LLM reads

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

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆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 665.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 423.7 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 362.6 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 303.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 261.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 253.9 0.3% 2 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 235.4 5.0% 2 +0.0 pp +5.0 pp +5.0 pp +5.0 pp
☆WestEnd Advisors, LLC CIK 0001351731 0.808 408 224.8 5.3% 1 +5.3 pp +5.3 pp +5.3 pp +5.3 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 209.5 1.5% 2 -0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 202.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 177.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 122.1 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 117.2 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 106.1 0.6% 2 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 97.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Destination Wealth Management CIK 0001278573 0.701 325 79.5 2.2% 2 +0.1 pp +2.2 pp +2.2 pp +2.2 pp
☆VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 78.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gray Foundation CIK 0002011602 0.903 9 70.4 20.0% 2 +2.3 pp +20.0 pp +20.0 pp +20.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 66.5 0.0% 2 -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 47.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PGIM Custom Harvest LLC CIK 0001845793 0.916 305 46.8 0.7% 2 -0.2 pp +0.7 pp +0.7 pp +0.7 pp
☆Portfolio Strategies, Inc. CIK 0001753271 0.736 81 43.7 5.1% 2 +0.5 pp +5.1 pp +5.1 pp +5.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 40.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Financial Strategies, LLC CIK 0001723925 0.732 152 37.8 6.8% 2 +0.8 pp +6.8 pp +6.8 pp +6.8 pp
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 34.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 30.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 28.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stuart Chaussee & Associates, Inc. CIK 0001653253 0.000 0 28.8 6.3% 1 +6.3 pp +6.3 pp +6.3 pp +6.3 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 28.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 26.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SteelPeak Wealth, LLC CIK 0001801868 0.452 596 25.8 0.9% 2 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 24.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 24.6 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 18.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 17.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mathes Company, Inc. CIK 0001389223 0.419 129 17.7 6.3% 2 +0.3 pp +6.3 pp +6.3 pp +6.3 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 17.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BAILARD, INC. CIK 0000750641 0.578 763 17.3 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 17.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 15.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 14.2 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 13.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆White Lighthouse Investment Management Inc. CIK 0001727593 0.732 151 12.9 2.0% 2 +0.3 pp +2.0 pp +2.0 pp +2.0 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 12.9 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆GM Advisory Group, LLC CIK 0001598304 0.773 374 12.6 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Trilogy Capital Inc. CIK 0001722512 0.616 400 12.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Shira Ridge Wealth Management CIK 0001961210 0.592 83 12.2 5.2% 2 +0.2 pp +5.2 pp +5.2 pp +5.2 pp
☆Vantage Financial Partners, LLC CIK 0001911766 0.643 212 12.1 2.6% 2 +0.3 pp +2.6 pp +2.6 pp +2.6 pp
☆OVERSEA-CHINESE BANKING Corp Ltd CIK 0001291318 0.548 343 12.1 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Dynamic Wealth Strategies, LLC CIK 0001812853 0.336 291 11.9 8.0% 2 +0.4 pp +8.0 pp +8.0 pp +8.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 11.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆&PARTNERS CIK 0000107136 0.806 2509 11.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Fairscale Capital, LLC CIK 0002032350 0.424 441 10.7 7.3% 2 +0.1 pp +7.3 pp +7.3 pp +7.3 pp
☆Prostatis Group LLC CIK 0001649186 0.318 190 10.0 2.5% 3 -0.0 pp +1.5 pp +2.5 pp +2.5 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 9.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 9.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 8.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 8.8 0.0% 2 +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% 2 +0.0 pp +2.0 pp +2.0 pp +2.0 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 8.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 8.1 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 7.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 7.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 7.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 7.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 7.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 7.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Asset Management Group, Inc. CIK 0001511550 0.511 137 7.2 1.2% 2 +0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆Graves Light Lenhart Wealth, Inc. CIK 0001759803 0.689 203 7.0 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Integrity Investment Advisors, LLC CIK 0002066359 0.417 72 6.9 4.5% 2 +0.1 pp +4.5 pp +4.5 pp +4.5 pp
☆ACIMA PRIVATE WEALTH, LLC CIK 0001761961 0.501 173 6.7 2.1% 2 +0.1 pp +2.1 pp +2.1 pp +2.1 pp
☆MIDLAND WEALTH ADVISORS, LLC CIK 0001990058 0.904 160 6.7 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆AFT, FORSYTH & COMPANY, INC. CIK 0001512073 0.347 108 6.7 3.2% 2 +0.1 pp +3.2 pp +3.2 pp +3.2 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 6.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 6.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 6.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 6.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 6.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Humankind Investments LLC CIK 0001845373 0.696 22 6.2 1.4% 2 +0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 5.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KKM Financial LLC CIK 0002001943 0.086 169 5.8 1.8% 2 -0.1 pp +1.8 pp +1.8 pp +1.8 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 5.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Paragon Advisors, LLC CIK 0001799719 0.414 77 5.2 1.3% 2 +0.2 pp +1.3 pp +1.3 pp +1.3 pp
☆Coastal Bridge Advisors, LLC CIK 0001665976 0.395 469 5.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 4.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 4.9 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Creative Planning CIK 0001540235 0.979 4196 4.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 4.7 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% 2 +0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆Milestone Investment Advisors LLC CIK 0001967018 0.576 141 4.5 1.1% 2 +0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 4.5 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 4.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INTERACTIVE FINANCIAL ADVISORS, INC. CIK 0001419099 0.492 74 4.3 2.3% 2 -0.2 pp +2.3 pp +2.3 pp +2.3 pp
☆TRAPHAGEN INVESTMENT ADVISORS LLC CIK 0002023380 0.823 219 4.2 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Campion Asset Management CIK 0001843492 0.531 83 4.2 3.0% 2 +0.1 pp +3.0 pp +3.0 pp +3.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 4.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SHEETS SMITH WEALTH MANAGEMENT CIK 0001157436 0.386 408 3.9 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Journey Beyond Wealth, LLC CIK 0002052989 0.716 30 3.9 3.2% 2 +0.0 pp +3.2 pp +3.2 pp +3.2 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 3.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 3.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRANSCEND CAPITAL ADVISORS, LLC CIK 0001776082 0.378 814 3.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 3.7 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 3.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 3.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 3.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Keystone Global Partners, LLC CIK 0001764057 0.508 57 3.6 1.8% 2 -0.0 pp +1.8 pp +1.8 pp +1.8 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 3.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 3.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Freedom, LLC CIK 0001965484 0.294 107 3.3 1.6% 2 +0.2 pp +1.6 pp +1.6 pp +1.6 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 3.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 3.2 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆B. Riley Wealth Advisors, Inc. CIK 0001464811 0.380 831 3.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 3.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MOULTON WEALTH MANAGEMENT, INC CIK 0001792510 0.038 66 2.8 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆SHELTON WEALTH MANAGEMENT, LLC CIK 0001903883 0.270 125 2.5 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆Clarity Wealth Advisors, LLC CIK 0001767384 0.629 116 2.5 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 2.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 2.4 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BXM Wealth LLC CIK 0002052379 0.166 163 2.4 2.3% 2 -0.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Apexium Financial, LP CIK 0001765285 0.880 288 2.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SMITH, MOORE & CO. CIK 0000200724 0.514 586 2.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 2.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARRELL INVESTMENT PARTNERS, LLC CIK 0001802882 0.428 144 2.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 2.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEBSTER BANK, N. A. CIK 0001105837 0.616 698 2.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 2.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 2.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 2.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARMONY ASSET MANAGEMENT LLC CIK 0002002815 0.268 201 2.0 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆Security Financial Services, INC. CIK 0001913590 0.441 203 2.0 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆CALDWELL SUTTER CAPITAL, INC. CIK 0000702007 0.183 930 2.0 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Fort Sheridan Advisors LLC CIK 0001606666 0.515 299 1.9 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆FIDUCIENT ADVISORS LLC CIK 0001729866 0.386 153 1.9 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 1.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 1.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Icon Wealth Advisors, LLC CIK 0001963212 0.472 420 1.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Crescent Grove Advisors, LLC CIK 0001713520 0.500 297 1.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Keebeck Wealth Management CIK 0001803675 0.338 471 1.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆CLIFFORD SWAN INVESTMENT COUNSEL LLC CIK 0001034642 0.619 335 1.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆One Wealth Advisors, LLC CIK 0001725297 0.425 326 1.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆RFG - Bristol Wealth Advisors, LLC CIK 0002055104 0.461 188 1.7 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 1.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Northstar Advisory Group, LLC CIK 0001816000 0.138 118 1.6 0.7% 2 -2.1 pp +0.7 pp +0.7 pp +0.7 pp
☆Nikulski Financial, Inc. CIK 0001729847 0.296 180 1.6 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆UNIQUE WEALTH, LLC CIK 0001957124 0.538 201 1.6 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 1.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Composition Wealth, LLC CIK 0001585859 0.755 995 1.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Heartwood Wealth Advisors LLC CIK 0001794935 0.727 227 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Archer Investment Corp CIK 0001803804 0.301 1254 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atlantic Edge Private Wealth Management, LLC CIK 0002011145 0.327 613 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Graney & King, LLC CIK 0002051568 0.377 383 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST UNITED BANK & TRUST CIK 0001214183 0.359 420 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Realta Investment Advisors CIK 0001776792 0.189 378 0.0 0.0% 2 -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% 2 -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% 2 -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% 1 +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% 1 +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% 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% 1 +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% 2 -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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆North Capital, Inc. CIK 0002065938 0.475 102 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 0.0 0.0% 2 +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% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆New Republic Capital, LLC CIK 0001989988 0.139 352 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Betterment LLC CIK 0001633901 0.437 675 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 0.0 0.0% 1 +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% 1 +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% 2 -0.0 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
☆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
☆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
☆GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 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
☆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
☆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
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆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
☆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
☆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
☆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
☆Kelly Financial Services LLC CIK 0002023336 0.366 141 0.0 0.0% 0 -0.1 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
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Tyler-Stone Wealth Management CIK 0001912584 0.409 330 0.0 0.0% 0 -0.2 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
☆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
☆Biondo Investment Advisors, LLC CIK 0001455176 0.490 89 0.0 0.0% 0 -0.1 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
☆Northeast Financial Consultants Inc CIK 0001599863 0.818 299 0.0 0.0% 0 -0.5 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
☆Westwind Capital CIK 0001729269 0.056 77 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
☆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
☆Cordant, Inc. CIK 0001830942 0.704 353 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 -0.1 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
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 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 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Market Strategies LLC CIK 0001810158 0.270 139 0.0 0.0% 0 -0.3 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
☆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
☆Family Firm, Inc. CIK 0001602603 0.390 87 0.0 0.0% 0 -0.4 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
☆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
☆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
☆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
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 (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status