Signals

← Signals

☆IGR

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

Flow ranking

Rank#17119
Score / z0.000 / -0.02
Consensus47.75 over 86 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)
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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 ▾
☆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 38.9 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 24.8 0.0% 4 -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 12.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 9.8 0.4% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 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 7.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 5.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 5.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 3.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 3.4 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 1.8 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WealthTrust Axiom LLC CIK 0001425949 0.277 302 1.6 0.4% 4 +0.0 pp -0.1 pp -0.2 pp +0.4 pp
☆SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC CIK 0001794153 0.583 174 1.5 0.3% 4 +0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆ROMAN BUTLER FULLERTON & CO CIK 0000733444 0.236 280 1.3 0.3% 4 +0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Tennessee Valley Asset Management Partners CIK 0001826790 0.722 204 1.2 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Cooper Financial Group CIK 0001751581 0.393 448 1.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 1.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 1.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆180 WEALTH ADVISORS, LLC CIK 0001730817 0.300 486 1.0 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆GUGGENHEIM CAPITAL LLC CIK 0001283072 0.662 1702 0.9 0.0% 4 +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 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Rayburn West Financial Services LLC CIK 0002107467 0.346 81 0.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Investment Partners Asset Management, Inc. CIK 0001384416 0.212 168 0.7 0.4% 4 -0.1 pp -0.1 pp -0.2 pp +0.4 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 0.6 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆READYSTATE ASSET MANAGEMENT LP CIK 0001900923 0.035 509 0.5 0.0% 2 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Samalin Investment Counsel, LLC CIK 0001544366 0.151 334 0.4 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NWF Advisory Services Inc. CIK 0002045735 0.429 452 0.4 0.0% 5 +0.0 pp +0.0 pp -0.1 pp -0.2 pp
☆Moors & Cabot, Inc. CIK 0001607239 0.487 955 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 0.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 0.3 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 0.3 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆XTX Topco Ltd CIK 0001828301 0.023 4087 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Live Oak Private Wealth LLC CIK 0001799877 0.267 211 0.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sunpointe, LLC CIK 0002012181 0.156 281 0.2 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆LANDSCAPE CAPITAL MANAGEMENT, L.L.C. CIK 0001536186 0.009 625 0.2 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Z3 Capital Partners, LLC CIK 0002127787 0.319 192 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Alteri Wealth LLC CIK 0002054980 0.233 296 0.2 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆SeaCrest Wealth Management, LLC CIK 0001728121 0.280 550 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ECLECTIC ASSOCIATES INC /ADV CIK 0000743482 0.674 162 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆QUATTRO FINANCIAL ADVISORS LLC CIK 0001705929 0.201 93 0.2 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.2 0.0% 2 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆ACCREDITED INVESTOR SERVICES, LLC CIK 0002028621 0.784 81 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 0.1 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Indivisible Partners CIK 0002098400 0.368 637 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 0.1 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆BOOTHBAY FUND MANAGEMENT, LLC CIK 0001549230 0.057 1962 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 0.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 0.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆DECISION INVESTMENTS, INC CIK 0002111652 0.209 149 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BURNEY CO/ CIK 0000940445 0.713 605 0.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Fiduciary Group, LLC CIK 0001645890 0.530 305 0.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Kovack Advisors, Inc. CIK 0001728321 0.312 1070 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Wealth Planning Services, Inc. CIK 0001726752 0.481 2749 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆One Capital Management, LLC CIK 0001606588 0.779 522 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Integrity Advisory Solutions, LLC CIK 0002057931 0.588 336 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Holistic Financial Partners CIK 0001729304 0.166 120 0.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Occidental Asset Management, LLC CIK 0001770994 0.384 325 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.1 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 0.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Future Financial Wealth Managment LLC CIK 0001801892 0.366 132 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Fifth Third Wealth Advisors LLC CIK 0001899030 0.680 992 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PFG Investments, LLC CIK 0001973224 0.437 1295 0.0 0.0% 2 +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 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 0.0 0.0% 4 +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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 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
☆Nova Wealth Management, Inc. CIK 0002051980 0.124 570 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WPG Advisers, LLC CIK 0002067343 0.198 1549 0.0 0.0% 5 -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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Blume Capital Management, Inc. CIK 0001587192 0.385 356 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Evelyn Partners Asset Management Ltd CIK 0002065207 0.302 308 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TSFG, LLC CIK 0001800513 0.413 891 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Cornerstone Financial Management LLC CIK 0002110329 0.219 1471 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HIGHLINE WEALTH PARTNERS LLC CIK 0002042654 0.265 1409 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HAZLETT, BURT & WATSON, INC. CIK 0000046392 0.233 899 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Osbon Capital Management LLC CIK 0001784418 0.256 422 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SOA Wealth Advisors, LLC. CIK 0001849444 0.542 892 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.0 0.0% 1 +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% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 0.0 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 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Alpine Global Management, LLC CIK 0001581655 0.035 232 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pacifica Partners Inc. CIK 0001799900 0.313 424 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
☆MARK SHEPTOFF FINANCIAL PLANNING, LLC CIK 0001607355 0.369 513 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
☆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
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Aventura Private Wealth, LLC CIK 0002074418 0.307 986 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
☆Leo Wealth, LLC CIK 0001912202 0.425 452 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆B. Riley Wealth Advisors, Inc. CIK 0001464811 0.381 831 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
☆Pacific Wealth Strategies Group, Inc. CIK 0001766571 0.216 59 0.0 0.0% 0 +0.0 pp -1.9 pp -2.0 pp +0.0 pp
☆Balboa Wealth Partners CIK 0001929008 0.294 476 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WOLVERINE ASSET MANAGEMENT LLC CIK 0001279891 0.147 1262 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Prosperity Wealth Management, Inc. CIK 0001991463 0.184 251 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆GAMMA Investing LLC CIK 0002010235 0.492 4173 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
☆PREVAIL INNOVATIVE WEALTH ADVISORS, LLC CIK 0001989941 0.021 197 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp +0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ALTERNA WEALTH MANAGEMENT, INC CIK 0001767699 0.076 109 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Advisors Asset Management, Inc. CIK 0001297376 0.502 1408 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Elequin Capital, LP CIK 0001810873 0.000 680 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Jump Financial, LLC CIK 0001831577 0.000 1935 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Colonial Trust Advisors CIK 0001567993 0.560 807 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Centurion Wealth Management LLC CIK 0001951368 0.226 283 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stonegate Investment Group, LLC CIK 0001904154 0.766 441 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Shaker Financial Services, LLC CIK 0001511794 0.040 148 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Stolper Co CIK 0001808195 0.048 91 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Addison Advisors LLC CIK 0001843745 0.131 707 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Good Life Advisors, LLC CIK 0001696260 0.528 500 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 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 -0.0 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
☆ABSOLUTE INVESTMENT ADVISERS, LLC CIK 0001316187 0.108 112 0.0 0.0% 0 -0.7 pp +0.0 pp +0.0 pp +0.0 pp
☆Marex Group Ltd (MRX) CIK 0001997464 0.247 955 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kozak & Associates, Inc. CIK 0001764970 0.407 451 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Highland Financial Advisors, LLC CIK 0001939237 0.690 73 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 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
☆WHITTIER TRUST CO CIK 0001137881 0.805 1354 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆J.Safra Asset Management Corp CIK 0001535293 0.824 633 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 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 IGR). Qtrs Held counts distinct quarters this fund has actually held IGR (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its IGR position size. Δ columns are the percentage-point change in IGR'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