Signals

IGOV

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

Flow ranking

Rank#18962
Score / z0.000 / -0.00
Consensus57.29 over 93 funds
Momentumnot computed

Price & positioning

226 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
Creative Planning CIK 0001540235 0.979 4196 55.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Checchi Capital Advisers, LLC CIK 0001598186 0.372 603 24.5 1.7% 2 -0.0 pp +1.7 pp +1.7 pp +1.7 pp
NorthCoast Asset Management LLC CIK 0001665198 0.584 478 18.6 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 18.0 0.0% 2 +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 11.7 0.0% 4 +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 11.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
EVOKE WEALTH, LLC CIK 0001793432 0.000 4 10.9 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 10.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
LEUTHOLD GROUP, LLC CIK 0001170152 0.149 237 10.7 1.2% 2 -0.3 pp +1.2 pp +1.2 pp +1.2 pp
MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 10.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Inscription Capital, LLC CIK 0001767868 0.329 789 9.0 1.0% 2 -0.4 pp +1.0 pp +1.0 pp +1.0 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 8.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Avos Capital Management, LLC CIK 0001948622 0.794 22 7.6 3.5% 2 -0.2 pp +3.5 pp +3.5 pp +3.5 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 7.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
North Ridge Wealth Advisors, Inc. CIK 0001974277 0.697 193 7.4 4.2% 3 -0.1 pp +0.1 pp +4.2 pp +4.2 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 7.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 6.1 0.8% 2 +0.2 pp +0.8 pp +0.8 pp +0.8 pp
Fisher Asset Management, LLC CIK 0000850529 0.972 1037 5.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Insight Wealth Strategies, LLC CIK 0001749914 0.080 182 5.9 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 5.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 5.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 4.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 4.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 4.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cerity Partners OCIO LLC CIK 0001519611 0.571 28 3.6 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 3.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 3.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Topel & Distasi Wealth Management, LLC CIK 0001880087 0.610 57 3.3 1.6% 2 -0.1 pp +1.6 pp +1.6 pp +1.6 pp
BROWN WEALTH MANAGEMENT, LLC CIK 0001987005 0.635 134 3.2 0.9% 2 +0.1 pp +0.9 pp +0.9 pp +0.9 pp
Summit Trail Advisors, LLC CIK 0001698478 0.763 1471 3.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.501 625 3.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
World Investment Advisors CIK 0001652594 0.670 1523 3.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 2.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RFG Advisory, LLC CIK 0001633387 0.783 1103 2.9 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
Empirical Asset Management, LLC CIK 0001926596 0.100 448 2.7 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC CIK 0001056549 0.697 205 2.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Columbus Macro, LLC CIK 0001727269 0.259 207 2.1 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 2.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DMC Group, LLC CIK 0001893403 0.131 128 1.9 1.3% 2 +0.9 pp +1.3 pp +1.3 pp +1.3 pp
Euro Pacific Asset Management, LLC CIK 0001796651 0.542 96 1.9 0.2% 2 -0.2 pp +0.2 pp +0.2 pp +0.2 pp
Allianz Asset Management GmbH CIK 0001535323 0.869 1564 1.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 1.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 1.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ONE PLUS ONE WEALTH MANAGEMENT, LLC CIK 0001860132 0.295 89 1.4 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 1.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 1.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 1.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 1.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Haven Private, LLC CIK 0002053665 0.242 171 1.1 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
Advus Financial Partners, LLC CIK 2150676 0.419 261 1.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 1.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 1.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Crossmark Global Holdings, Inc. CIK 0001539204 0.649 1261 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 0.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC CIK 0001931870 0.216 182 0.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Bank Julius Baer & Co. Ltd, Zurich CIK 0001544599 0.851 661 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CHAPMAN FINANCIAL GROUP, LLC CIK 0002056577 0.227 260 0.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
PFG Advisors CIK 0001694435 0.248 791 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mariner, LLC CIK 0001373442 0.925 3517 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Advisory Services Network, LLC CIK 0001573876 0.614 2019 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sovereign Financial Group, Inc. CIK 0001846175 0.456 384 0.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fortis Group Advisors, LLC CIK 0001815183 0.142 619 0.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Upper Left Wealth Management, LLC CIK 0001911228 0.326 73 0.6 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Heritage Financial Services, LLC CIK 0001752035 0.933 126 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Obsido Oy CIK 0002067281 0.833 20 0.5 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
VISTA CAPITAL PARTNERS, INC. CIK 0001486946 0.930 170 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Rothschild Capital Partners, LLC CIK 0001569833 0.586 89 0.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Mascagni Wealth Management, Inc. CIK 0002063074 0.214 142 0.4 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Skyline Advisors, Inc. CIK 0001843832 0.275 123 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
VERITY Wealth Advisors CIK 0001763138 0.612 81 0.4 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 0.925 1050 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Net Worth Advisory Group CIK 0001791998 0.053 411 0.3 0.1% 2 -0.2 pp +0.1 pp +0.1 pp +0.1 pp
COMERICA BANK CIK 0000901541 0.812 3711 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MinichMacGregor Wealth Management, LLC CIK 0001744318 0.177 150 0.3 0.1% 2 -3.7 pp +0.1 pp +0.1 pp +0.1 pp
NBT BANK, N.A. CIK 0000898413 0.440 1069 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fiduciary Alliance LLC CIK 0001954805 0.260 535 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FSC Wealth Advisors, LLC CIK 0001925685 0.000 1 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC CIK 0001962166 0.789 85 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Pure Financial Advisors, LLC CIK 0001571556 0.884 636 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HB Wealth Management, LLC CIK 0001911253 0.932 1701 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST NATIONAL CORP /MA/ /ADV CIK 0000816192 0.484 174 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tortoise Investment Management, LLC CIK 0001599511 0.614 252 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HM PAYSON & CO CIK 0000928052 0.806 1139 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CLEAR INVESTMENT RESEARCH, LLC CIK 0001635523 0.180 57 0.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
HAZLETT, BURT & WATSON, INC. CIK 0000046392 0.233 899 0.0 0.0% 2 +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% 2 -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
Covestor Ltd CIK 0001909846 0.023 2832 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 2 -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% 2 -0.2 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 0.0 0.0% 2 -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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Caitlin John, LLC CIK 0002010947 0.012 991 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MAI Capital Management CIK 0001040197 0.725 1889 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bangor Savings Bank CIK 0001352675 0.827 543 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FMR LLC CIK 0000315066 0.989 5571 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BARRETT & COMPANY, INC. CIK 0000887602 0.414 707 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.0 0.0% 2 -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
Betterment LLC CIK 0001633901 0.437 675 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sunbelt Securities, Inc. CIK 0001632932 0.451 2954 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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SOA Wealth Advisors, LLC. CIK 0001849444 0.541 892 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
VICUS CAPITAL CIK 0001544806 0.660 268 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
VANCE WEALTH, LLC CIK 0001910854 0.464 137 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Destination Wealth Management CIK 0001278573 0.701 325 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Graypoint LLC CIK 0001794198 0.550 526 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV CIK 0000709089 0.398 195 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
GeoWealth Management, LLC CIK 0001593387 0.736 882 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Legacy Capital Group California, Inc. CIK 0001977092 0.087 297 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Client First Investment Management LLC CIK 0002018284 0.259 28 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
BOYD WATTERSON ASSET MANAGEMENT LLC/OH CIK 0001121477 0.336 394 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
Family Firm, Inc. CIK 0001602603 0.390 87 0.0 0.0% 0 -1.8 pp +0.0 pp +0.0 pp +0.0 pp
Quartz Partners, LLC CIK 0001659978 0.119 191 0.0 0.0% 0 -0.3 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
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 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 IGOV). Qtrs Held counts distinct quarters this fund has actually held IGOV (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its IGOV position size. Δ columns are the percentage-point change in IGOV'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