Signals

← Signals

☆IGM

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

Flow ranking

Rank#22674
Score / z-0.110 / -0.12
Consensus177.39 over 327 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 397.3 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 276.6 1.8% 4 +0.4 pp +0.2 pp +0.2 pp +1.8 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 276.5 0.0% 6 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 220.2 4.5% 4 -0.3 pp -0.6 pp -0.5 pp +4.5 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 211.1 0.1% 4 -0.0 pp -0.1 pp +0.0 pp +0.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 207.7 0.1% 5 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 171.8 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 146.3 0.0% 4 -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 120.8 0.2% 4 -0.0 pp -0.2 pp +0.1 pp +0.2 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 112.9 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆WestEnd Advisors, LLC CIK 0001351731 0.808 408 99.1 2.4% 3 -0.1 pp -2.9 pp +2.4 pp +2.4 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 96.2 0.5% 4 -0.1 pp -0.1 pp +0.4 pp +0.5 pp
☆Destination Wealth Management CIK 0001278573 0.701 325 73.6 1.9% 4 -0.2 pp -0.3 pp -0.2 pp +1.9 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 66.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Gray Foundation CIK 0002011602 0.903 9 66.3 16.7% 4 -1.4 pp -3.3 pp -1.1 pp +16.7 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 64.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 58.3 0.1% 4 -0.0 pp +0.0 pp +0.0 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 45.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PGIM Custom Harvest LLC CIK 0001845793 0.916 305 43.7 0.7% 4 -0.0 pp -0.0 pp -0.2 pp +0.7 pp
☆Portfolio Strategies, Inc. CIK 0001753271 0.736 81 40.9 5.0% 4 -0.2 pp -0.0 pp +0.5 pp +5.0 pp
☆FIL Ltd CIK 0000318989 0.878 1140 39.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 34.6 0.0% 3 +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 34.1 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Legacy Financial Strategies, LLC CIK 0001723925 0.732 152 30.3 5.5% 4 -0.4 pp -1.4 pp -0.5 pp +5.5 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 27.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 27.2 0.1% 4 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 25.8 0.0% 5 -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 22.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 18.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 17.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BAILARD, INC. CIK 0000750641 0.578 763 16.1 0.4% 4 -0.0 pp -0.0 pp +0.0 pp +0.4 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 15.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆White Lighthouse Investment Management Inc. CIK 0001727593 0.732 151 14.6 2.0% 4 -0.0 pp +0.1 pp +0.4 pp +2.0 pp
☆Mathes Company, Inc. CIK 0001389223 0.419 129 14.6 5.3% 4 -0.3 pp -1.0 pp -0.7 pp +5.3 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 14.6 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 14.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 13.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 13.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Shira Ridge Wealth Management CIK 0001961210 0.592 83 13.3 5.2% 4 +0.6 pp +0.1 pp +0.3 pp +5.2 pp
☆WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 12.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 12.4 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Decker Wealth Management LLC CIK 0002129751 0.422 106 12.3 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 12.2 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 12.2 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
☆Dynamic Wealth Strategies, LLC CIK 0001812853 0.336 291 12.1 7.0% 4 -0.6 pp -1.0 pp -0.6 pp +7.0 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 12.0 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆GM Advisory Group, LLC CIK 0001598304 0.773 374 11.8 0.5% 4 -0.1 pp -0.1 pp -0.1 pp +0.5 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 11.7 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 10.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Fairscale Capital, LLC CIK 0002032350 0.424 441 10.3 7.1% 4 -0.2 pp -0.2 pp -0.1 pp +7.1 pp
☆&PARTNERS CIK 0000107136 0.806 2509 10.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Prostatis Group LLC CIK 0001649186 0.318 190 10.1 2.6% 5 -0.0 pp +0.1 pp +0.1 pp +1.5 pp
☆Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 8.9 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 8.6 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 8.2 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WealthBridge Capital Management, LLC CIK 0001767313 0.463 235 8.0 1.9% 4 -0.1 pp -0.2 pp -0.1 pp +1.9 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 8.0 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 7.6 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆CWM, LLC CIK 0001535847 0.788 5645 7.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 7.5 0.0% 6 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 7.2 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Integrity Investment Advisors, LLC CIK 0002066359 0.417 72 7.1 3.9% 4 -0.1 pp -0.7 pp -0.6 pp +3.9 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 7.1 0.0% 4 -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 6.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Graves Light Lenhart Wealth, Inc. CIK 0001759803 0.689 203 6.6 0.7% 4 -0.1 pp -0.1 pp -0.1 pp +0.7 pp
☆Asset Management Group, Inc. CIK 0001511550 0.511 137 6.6 1.1% 4 -0.1 pp -0.1 pp -0.1 pp +1.1 pp
☆MIDLAND WEALTH ADVISORS, LLC CIK 0001990058 0.904 160 6.3 0.3% 4 -0.0 pp -0.0 pp +0.0 pp +0.3 pp
☆AFT, FORSYTH & COMPANY, INC. CIK 0001512073 0.347 108 6.2 2.9% 4 -0.0 pp -0.3 pp -0.1 pp +2.9 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 6.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 5.9 0.1% 4 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Trilogy Capital Inc. CIK 0001722512 0.616 400 5.8 0.3% 3 -0.0 pp -0.3 pp +0.3 pp +0.3 pp
☆KKM Financial LLC CIK 0002001943 0.086 169 5.5 1.0% 4 +0.0 pp -0.8 pp -0.9 pp +1.0 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 5.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ACIMA PRIVATE WEALTH, LLC CIK 0001761961 0.501 173 5.2 1.6% 4 -0.4 pp -0.5 pp -0.4 pp +1.6 pp
☆Cadent Capital Advisors, LLC CIK 0001803536 0.232 200 5.2 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆FMR LLC CIK 0000315066 0.989 5571 4.9 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 4.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 4.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 4.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 4.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Paragon Advisors, LLC CIK 0001799719 0.414 77 4.5 1.2% 4 -0.1 pp -0.1 pp +0.1 pp +1.2 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 4.5 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 4.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Milestone Investment Advisors LLC CIK 0001967018 0.576 141 4.3 1.0% 4 -0.1 pp -0.1 pp -0.0 pp +1.0 pp
☆MERIDIAN INVESTMENT COUNSEL INC. CIK 0001427351 0.248 250 4.2 1.0% 4 -0.1 pp -0.1 pp -0.1 pp +1.0 pp
☆Campion Asset Management CIK 0001843492 0.531 83 4.0 2.7% 4 -0.3 pp -0.3 pp -0.1 pp +2.7 pp
☆TRAPHAGEN INVESTMENT ADVISORS LLC CIK 0002023380 0.823 219 4.0 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 3.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 3.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Journey Beyond Wealth, LLC CIK 0002052989 0.716 30 3.5 3.0% 4 +0.2 pp -0.1 pp -0.1 pp +3.0 pp
☆INTERACTIVE FINANCIAL ADVISORS, INC. CIK 0001419099 0.492 74 3.5 2.3% 4 -0.1 pp -0.0 pp -0.2 pp +2.3 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 3.5 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆SHEETS SMITH WEALTH MANAGEMENT CIK 0001157436 0.386 408 3.4 0.4% 4 -0.0 pp -0.1 pp -0.1 pp +0.4 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 3.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Keystone Global Partners, LLC CIK 0001764057 0.508 57 3.3 1.5% 4 -0.1 pp -0.4 pp -0.4 pp +1.5 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 3.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 3.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Freedom, LLC CIK 0001965484 0.294 107 3.3 1.6% 4 -0.1 pp +0.0 pp +0.3 pp +1.6 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 3.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 3.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 3.2 0.3% 4 +0.1 pp +0.1 pp +0.2 pp +0.3 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 3.2 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 3.1 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 3.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 3.0 0.0% 4 -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 3.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 3.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 2.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wallace Hart LLC CIK 0002018963 0.082 45 2.9 3.9% 3 +2.6 pp +3.7 pp +3.9 pp +3.9 pp
☆RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 2.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆B. Riley Wealth Advisors, Inc. CIK 0001464811 0.380 831 2.7 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Coastal Bridge Advisors, LLC CIK 0001665976 0.395 469 2.6 0.2% 3 -0.0 pp -0.2 pp +0.2 pp +0.2 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 2.6 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆XTX Topco Ltd CIK 0001828301 0.023 4087 2.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Migdal Insurance & Financial Holdings Ltd. CIK 0001415912 0.796 364 2.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 2.5 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 2.5 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 2.5 0.0% 4 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆SMITH, MOORE & CO. CIK 0000200724 0.514 586 2.4 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 2.3 0.0% 4 -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 2.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SHELTON WEALTH MANAGEMENT, LLC CIK 0001903883 0.270 125 2.2 1.0% 4 -0.1 pp -0.2 pp -0.3 pp +1.0 pp
☆BXM Wealth LLC CIK 0002052379 0.166 163 2.1 1.6% 4 -0.3 pp -0.7 pp -1.0 pp +1.6 pp
☆Houlihan Financial Resource Group, Ltd. CIK 0001802879 0.424 113 2.1 0.8% 4 -0.1 pp -0.1 pp -0.0 pp +0.8 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clarity Wealth Advisors, LLC CIK 0001767384 0.629 116 2.0 0.4% 4 -0.1 pp -0.2 pp -0.2 pp +0.4 pp
☆Icon Wealth Advisors, LLC CIK 0001963212 0.472 420 2.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆WEBSTER BANK, N. A. CIK 0001105837 0.616 698 2.0 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆CALDWELL SUTTER CAPITAL, INC. CIK 0000702007 0.183 930 1.9 0.8% 4 -0.1 pp -0.1 pp -0.1 pp +0.8 pp
☆Copia Wealth Management CIK 0002058771 0.232 570 1.8 1.3% 5 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Fort Sheridan Advisors LLC CIK 0001606666 0.515 299 1.8 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆Comprehensive Financial Planning, Inc./PA CIK 0002044855 0.134 427 1.8 1.2% 4 -0.0 pp +0.3 pp +0.3 pp +1.2 pp
☆FIDUCIENT ADVISORS LLC CIK 0001729866 0.386 153 1.7 0.2% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 1.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Keebeck Wealth Management CIK 0001803675 0.338 471 1.7 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆PARTNERS CAPITAL INVESTMENT GROUP, LLP CIK 0001694870 0.862 186 1.6 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆CLIFFORD SWAN INVESTMENT COUNSEL LLC CIK 0001034642 0.619 335 1.6 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 1.6 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HAZLETT, BURT & WATSON, INC. CIK 0000046392 0.233 899 1.6 0.5% 4 -0.1 pp -0.1 pp +0.0 pp +0.5 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 1.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Security Financial Services, INC. CIK 0001913590 0.441 203 1.5 0.2% 4 -0.1 pp -0.1 pp -0.1 pp +0.2 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 1.5 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crescent Grove Advisors, LLC CIK 0001713520 0.500 297 1.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆BOSTON FAMILY OFFICE LLC CIK 0001039807 0.536 314 1.4 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Ayalon Insurance Comp Ltd. CIK 0001642216 0.345 66 1.4 0.3% 4 -0.1 pp -0.1 pp -0.1 pp +0.3 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 1.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 1.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Founders Financial Alliance, LLC CIK 0001832190 0.082 779 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ADIRONDACK TRUST CO CIK 0001054257 0.390 558 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pioneer Family Office, LLC CIK 0002135110 0.628 129 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kingdom Financial Group LLC. CIK 0001962236 0.603 855 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 0.0 0.0% 1 +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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stone House Investment Management, LLC CIK 0001696497 0.373 1339 0.0 0.0% 1 +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% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SHP Wealth Management CIK 0001807060 0.763 1981 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Synergy Investment Management, LLC CIK 0002053786 0.265 1086 0.0 0.0% 1 +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% 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% 4 -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% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Go Invest LLC CIK 2139692 0.913 129 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Scarborough Advisors, LLC CIK 0001815355 0.288 147 0.0 0.0% 1 +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% 4 -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% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Betterment LLC CIK 0001633901 0.437 675 0.0 0.0% 3 +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% 3 -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% 4 -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% 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
☆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
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 0.0 0.0% 0 -0.2 pp -0.2 pp -0.1 pp +0.0 pp
☆Apexium Financial, LP CIK 0001765285 0.880 288 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Navalign, LLC CIK 0001820593 0.504 132 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
☆Capital Market Strategies LLC CIK 0001810158 0.270 139 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 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
☆Csenge Advisory Group CIK 0001715593 0.550 760 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 -0.9 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
☆Biondo Investment Advisors, LLC CIK 0001455176 0.490 89 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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
☆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
☆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
☆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
☆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
☆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
☆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
☆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
☆WESPAC Advisors, LLC CIK 0001484540 0.023 200 0.0 0.0% 0 -0.2 pp -0.8 pp +0.0 pp +0.0 pp
☆Milestone Asset Management Group, LLC CIK 0002063452 0.282 133 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆LM Advisors LLC CIK 0002011314 0.053 224 0.0 0.0% 0 +0.0 pp -0.1 pp -0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 0 -0.1 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
☆KCM INVESTMENT ADVISORS LLC CIK 0001109228 0.691 400 0.0 0.0% 0 -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% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 0.0 0.0% 0 -0.0 pp -0.2 pp -0.2 pp +0.0 pp
☆MOULTON WEALTH MANAGEMENT, INC CIK 0001792510 0.038 66 0.0 0.0% 0 +0.0 pp -2.1 pp +0.0 pp +0.0 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 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
☆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
☆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
☆BlueChip Wealth Advisors LLC CIK 0002015578 0.220 172 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 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
☆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
☆Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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
☆Westwind Capital CIK 0001729269 0.056 77 0.0 0.0% 0 +0.0 pp +0.0 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
☆Montis Financial, LLC CIK 0001844314 0.565 152 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆Northeast Financial Consultants Inc CIK 0001599863 0.818 299 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 pp +0.0 pp
☆BECK CAPITAL MANAGEMENT, LLC CIK 0001601904 0.245 139 0.0 0.0% 0 -0.0 pp -0.0 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
☆Wedmont Private Capital CIK 0001904274 0.771 949 0.0 0.0% 0 -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
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆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
☆Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 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
☆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
☆TFB Advisors LLC CIK 0001965201 0.232 190 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Creekmur Asset Management LLC CIK 0002013091 0.963 6 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
☆W ADVISORS, LLC CIK 0001929907 0.304 153 0.0 0.0% 0 -0.1 pp -0.1 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
☆Edgemoor Investment Advisors, Inc. CIK 0001313792 0.662 188 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
☆Kelly Financial Services LLC CIK 0002023336 0.366 141 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆High Falls Advisors, Inc CIK 0001569139 0.636 144 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆One Charles Private Wealth Services, LLC CIK 0001800938 0.469 175 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Management Professionals, Inc. CIK 0001568132 0.588 1054 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
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☆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
☆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
☆Concord Wealth Partners CIK 0001814214 0.457 885 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
☆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 +0.0 pp +0.0 pp -0.4 pp +0.0 pp
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Clarius Group, LLC CIK 0001664214 0.831 384 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 0.0 0.0% 0 -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% 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
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 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
☆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
☆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
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 -0.0 pp -0.1 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
☆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
☆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
☆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
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Empower Advisory Group, LLC CIK 0001978885 0.959 532 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vantage Financial Partners, LLC CIK 0001911766 0.643 212 0.0 0.0% 0 -2.5 pp -2.6 pp -2.2 pp +0.0 pp
☆CERTIOR FINANCIAL GROUP, LLC CIK 0002055620 0.177 146 0.0 0.0% 0 -0.2 pp -0.1 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 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Trek Financial, LLC CIK 0001768195 0.100 501 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TCTC Holdings, LLC CIK 0001483870 0.833 240 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 +0.0 pp -0.2 pp +0.0 pp
☆LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 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
☆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
☆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
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 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 +0.0 pp -0.1 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
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 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 +0.0 pp -0.1 pp +0.0 pp
☆Retirement Wealth Solutions LLC CIK 0002044741 0.469 811 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
☆TRUST CO OF VERMONT CIK 0001134008 0.582 1154 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WealthCollab, LLC CIK 0002017870 0.550 969 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
☆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
☆Humankind Investments LLC CIK 0001845373 0.696 22 0.0 0.0% 0 -2.8 pp -1.4 pp -1.3 pp +0.0 pp
☆Stuart Chaussee & Associates, Inc. CIK 0001653253 0.000 0 0.0 0.0% 0 +0.0 pp -6.3 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
☆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
☆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
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GRIMES & Co WEALTH MANAGEMENT, LLC CIK 0001321993 0.672 449 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 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 +0.0 pp -0.2 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
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 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
☆FourThought Financial Partners, LLC CIK 0001956790 0.405 393 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 (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status