Signals

← Signals

★IGSB

1013 in-universe funds with a nonzero position in IGSB within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#56
Score / z2.799 / 4.19
Consensus343.66 over 640 funds
Momentumno 12m return

Price & positioning

250 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 ▾
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 1,269.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Matson Money. Inc. CIK 0001672512 0.979 9 721.9 23.8% 2 -0.5 pp +23.8 pp +23.8 pp +23.8 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 702.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 619.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 576.6 0.1% 2 -0.1 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 439.5 0.1% 2 -0.0 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 432.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 427.1 0.0% 2 -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 389.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ALLSTATE CORP (ALL, ALL-PB, ALL-PH, ALL-PI, ALL-PJ) CIK 0000899051 0.706 1338 364.0 8.3% 2 -10.2 pp +8.3 pp +8.3 pp +8.3 pp
☆BARINGS LLC CIK 0000009015 0.845 191 362.7 6.9% 2 -1.5 pp +6.9 pp +6.9 pp +6.9 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 341.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 274.4 4.4% 2 -0.1 pp +4.4 pp +4.4 pp +4.4 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 245.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 241.9 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 206.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 183.8 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 181.6 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 178.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 177.7 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Members Trust Co CIK 0001677560 0.939 170 160.3 5.3% 2 -0.2 pp +5.3 pp +5.3 pp +5.3 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 148.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 135.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 129.0 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 122.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 119.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 114.3 1.7% 2 -0.1 pp +1.7 pp +1.7 pp +1.7 pp
☆Composition Wealth, LLC CIK 0001585859 0.755 995 97.2 1.5% 2 -0.0 pp +1.5 pp +1.5 pp +1.5 pp
☆Busey Bank CIK 0001427202 0.741 388 96.4 2.7% 2 -0.3 pp +2.7 pp +2.7 pp +2.7 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 94.9 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆Haverford Trust Co CIK 0000842941 0.805 424 93.5 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 92.0 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 90.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 85.3 1.1% 2 -0.2 pp +1.1 pp +1.1 pp +1.1 pp
☆Williams Jones Wealth Management, LLC. CIK 0001788587 0.816 547 83.4 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Parkside Investments, LLC CIK 0001706248 0.662 91 83.0 10.4% 2 +0.9 pp +10.4 pp +10.4 pp +10.4 pp
☆Quotient Wealth Partners, LLC CIK 0002004904 0.915 409 82.5 2.3% 2 -0.1 pp +2.3 pp +2.3 pp +2.3 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 77.4 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 77.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Destination Wealth Management CIK 0001278573 0.701 325 77.0 2.1% 2 -0.1 pp +2.1 pp +2.1 pp +2.1 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 75.5 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 73.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆One Capital Management, LLC CIK 0001606588 0.779 522 67.9 2.2% 2 -0.0 pp +2.2 pp +2.2 pp +2.2 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 66.7 1.8% 2 +0.1 pp +1.8 pp +1.8 pp +1.8 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 66.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 61.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Clearwater Capital Advisors, LLC CIK 0001690531 0.787 189 60.9 5.2% 2 -0.0 pp +5.2 pp +5.2 pp +5.2 pp
☆SONA ASSET MANAGEMENT (US) LLC CIK 0001856405 0.085 390 60.2 2.4% 2 -2.2 pp +2.4 pp +2.4 pp +2.4 pp
☆MARYLAND CAPITAL ADVISORS INC. CIK 0001891201 0.681 1043 58.4 20.9% 2 +1.7 pp +20.9 pp +20.9 pp +20.9 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 58.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SUMITOMO MITSUI FINANCIAL GROUP, INC. (SMFG, SMFNF) CIK 0001022837 0.906 175 53.1 0.9% 3 +0.2 pp +0.1 pp +0.9 pp +0.9 pp
☆Klaas Financial Asset Advisors, LLC CIK 0001819279 0.898 59 52.2 7.8% 2 -0.2 pp +7.8 pp +7.8 pp +7.8 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 50.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Zurich Insurance Group Ltd/FI CIK 0001127799 0.439 323 47.4 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆GREENWOOD GEARHART LLC CIK 0001084683 0.702 168 46.7 2.7% 2 -1.1 pp +2.7 pp +2.7 pp +2.7 pp
☆Meeder Advisory Services, Inc. CIK 0001792167 0.645 742 46.1 2.1% 2 -0.1 pp +2.1 pp +2.1 pp +2.1 pp
☆FIDUCIARY TRUST CO CIK 0000035442 0.872 892 45.5 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 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 43.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CUTLER INVESTMENT COUNSEL LLC CIK 0001285973 0.539 157 43.1 4.5% 2 -0.1 pp +4.5 pp +4.5 pp +4.5 pp
☆Bangor Savings Bank CIK 0001352675 0.827 543 41.8 3.5% 2 -0.2 pp +3.5 pp +3.5 pp +3.5 pp
☆Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 41.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 40.1 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆PDS Planning, Inc CIK 0000838618 0.712 609 39.6 2.7% 2 -0.1 pp +2.7 pp +2.7 pp +2.7 pp
☆Dakota Wealth Management CIK 0001631353 0.544 771 39.5 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 39.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 38.1 0.9% 2 +0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 38.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 34.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewSquare Capital LLC CIK 0001546989 0.510 227 34.4 2.3% 2 -0.2 pp +2.3 pp +2.3 pp +2.3 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 34.3 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Stockman Wealth Management, Inc. CIK 0001389400 0.481 178 33.8 4.2% 2 -0.3 pp +4.2 pp +4.2 pp +4.2 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 33.4 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 32.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ARKANSAS FINANCIAL GROUP, INC. CIK 0000764611 0.785 97 32.6 4.8% 2 -0.5 pp +4.8 pp +4.8 pp +4.8 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 31.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 30.5 0.7% 2 +0.5 pp +0.7 pp +0.7 pp +0.7 pp
☆Nelson Capital Management, LLC CIK 0001512611 0.806 120 30.5 3.6% 2 -0.1 pp +3.6 pp +3.6 pp +3.6 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 28.9 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 28.8 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 28.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆MONOGRAPH WEALTH ADVISORS, LLC CIK 0001776588 0.876 143 28.5 2.9% 2 -0.5 pp +2.9 pp +2.9 pp +2.9 pp
☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 28.1 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆DT Investment Partners, LLC CIK 0001537621 0.779 512 27.7 2.3% 2 -0.1 pp +2.3 pp +2.3 pp +2.3 pp
☆1832 Asset Management L.P. CIK 0000944388 0.851 618 27.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 27.4 1.2% 2 -0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 26.5 0.3% 2 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 26.2 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 26.1 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Lutz Financial Services LLC CIK 0001737112 0.849 112 25.5 1.8% 2 -0.1 pp +1.8 pp +1.8 pp +1.8 pp
☆MEMBERS CAPITAL ADVISORS INC CIK 0001025421 0.642 7 25.5 29.3% 2 +0.0 pp +29.3 pp +29.3 pp +29.3 pp
☆ARCH CAPITAL GROUP LTD. (ACGL, ACGLN, ACGLO) CIK 0000947484 0.925 4 24.9 8.5% 2 +0.0 pp +8.5 pp +8.5 pp +8.5 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 24.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 24.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PALISADE CAPITAL MANAGEMENT, LP CIK 0001009006 0.185 294 23.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆RiverFront Investment Group, LLC CIK 0001469751 0.690 427 23.2 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Courage Miller Partners, LLC CIK 0001482106 0.690 87 22.9 6.9% 2 +0.3 pp +6.9 pp +6.9 pp +6.9 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 22.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fiduciary Group, LLC CIK 0001645890 0.530 305 22.0 1.9% 2 -0.1 pp +1.9 pp +1.9 pp +1.9 pp
☆Schaeffer Financial LLC CIK 0001898838 0.812 27 21.7 19.6% 2 +1.7 pp +19.6 pp +19.6 pp +19.6 pp
☆PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 20.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JACOBSON & SCHMITT ADVISORS, LLC CIK 0001632096 0.374 81 20.6 3.5% 2 +0.1 pp +3.5 pp +3.5 pp +3.5 pp
☆BAR HARBOR WEALTH MANAGEMENT CIK 0001035463 0.603 268 20.6 1.2% 2 -0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆Astoria Strategic Wealth, Inc. CIK 0001777914 0.828 36 20.5 5.2% 2 -0.4 pp +5.2 pp +5.2 pp +5.2 pp
☆STEPHENS GROUP ASSET MANAGEMENT, LLC CIK 0001726808 0.941 26 20.2 1.4% 2 -0.0 pp +1.4 pp +1.4 pp +1.4 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 20.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JBGlobal.com LLC CIK 0002051348 0.702 32 19.6 20.0% 2 +0.7 pp +20.0 pp +20.0 pp +20.0 pp
☆Amtrust Financial Services, Inc. CIK 0001365555 0.912 15 19.5 6.5% 2 -0.4 pp +6.5 pp +6.5 pp +6.5 pp
☆Blue Fin Capital, Inc. CIK 0001576102 0.631 164 19.3 3.0% 2 +0.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Alley Investment Management Company, LLC CIK 0001917618 0.425 89 19.2 2.2% 2 -0.1 pp +2.2 pp +2.2 pp +2.2 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 19.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 19.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST CITIZENS BANK & TRUST CO CIK 0001092203 0.598 644 18.5 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 18.3 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆D L CARLSON INVESTMENT GROUP INC CIK 0001021117 0.434 133 18.2 3.1% 2 +0.0 pp +3.1 pp +3.1 pp +3.1 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 18.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ATWOOD & PALMER INC CIK 0001044929 0.598 495 18.1 1.1% 2 -0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Strategic Advocates LLC CIK 0001991340 0.000 260 17.9 4.7% 2 -0.3 pp +4.7 pp +4.7 pp +4.7 pp
☆GUGGENHEIM CAPITAL LLC CIK 0001283072 0.662 1702 17.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Creative Planning CIK 0001540235 0.979 4196 17.5 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 17.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ANCHOR CAPITAL ADVISORS LLC CIK 0000813933 0.410 245 17.2 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆PRESILIUM PRIVATE WEALTH, LLC CIK 0001939831 0.859 96 17.2 3.3% 2 +0.0 pp +3.3 pp +3.3 pp +3.3 pp
☆Johns Hopkins University CIK 0001764756 0.949 18 17.1 1.0% 2 +0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆Alesco Advisors, LLC, An ESL Co CIK 0001269978 0.940 230 16.0 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Ensign Peak Advisors, Inc CIK 0001454984 0.904 1724 15.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 15.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Discipline Wealth Solutions, LLC CIK 0002010507 0.634 197 15.1 4.0% 2 -1.6 pp +4.0 pp +4.0 pp +4.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 15.1 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Summit Wealth Partners, LLC CIK 0002033312 0.391 280 15.0 2.7% 2 -0.1 pp +2.7 pp +2.7 pp +2.7 pp
☆Mitsubishi UFJ Trust & Banking Corp CIK 0001462160 0.869 1541 14.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 14.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Black Diamond Financial, LLC CIK 0001759236 0.676 198 14.7 1.6% 2 -0.1 pp +1.6 pp +1.6 pp +1.6 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 14.6 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆TCTC Holdings, LLC CIK 0001483870 0.833 240 14.0 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆KWMG, LLC CIK 0001633024 0.515 153 13.9 1.2% 2 +0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆Charter Oak Capital Management, LLC CIK 0001810720 0.902 208 13.9 1.1% 2 -0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆Strategic Investment Advisors / MI CIK 0001760540 0.707 398 13.7 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆Gunma Bank,Ltd. CIK 0001549449 0.386 31 13.6 4.3% 2 +1.6 pp +4.3 pp +4.3 pp +4.3 pp
☆Prosperity Planning, Inc. CIK 0001843292 0.607 117 13.5 3.7% 2 +0.0 pp +3.7 pp +3.7 pp +3.7 pp
☆Goelzer Investment Management, Inc. CIK 0001550057 0.758 314 13.5 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Dai-ichi Life Holdings, Inc. CIK 0000948518 0.000 0 13.3 12.8% 2 -2.7 pp +12.8 pp +12.8 pp +12.8 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 13.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bernardo Wealth Planning LLC CIK 0001765595 0.655 139 13.2 2.6% 2 -0.0 pp +2.6 pp +2.6 pp +2.6 pp
☆NBT BANK, N.A. CIK 0000898413 0.440 1069 13.2 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆Caldwell Trust Co CIK 0002080218 0.488 811 12.9 1.2% 4 +0.0 pp -0.0 pp +0.2 pp +1.2 pp
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☆Integrity Financial Corp /WA CIK 0001917704 0.275 291 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 -2.7 pp +0.0 pp +0.0 pp +0.0 pp
☆Alexis Investment Partners, LLC CIK 0002054271 0.135 38 0.0 0.0% 0 -0.4 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
☆My Legacy Advisors, LLC CIK 0001767802 0.172 206 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
☆Wambolt & Associates, LLC CIK 0001755723 0.248 171 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Good Steward Wealth Advisors,LLC CIK 0002060772 0.488 71 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Argent Advisors, Inc. CIK 0001426851 0.354 186 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆Glassman Wealth Services CIK 0001642160 0.931 236 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FWG Holdings, LLC CIK 0001862067 0.188 127 0.0 0.0% 0 -0.2 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
☆Guardian Wealth Advisors, LLC CIK 0001858828 0.769 66 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Columbia Bank CIK 0002017259 0.353 165 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆NYL Investors LLC CIK 0001606720 0.732 29 0.0 0.0% 0 -0.7 pp +0.0 pp +0.0 pp +0.0 pp
☆Better Money Decisions, LLC CIK 0001858428 0.558 74 0.0 0.0% 0 -9.7 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
☆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
☆Kingstone Capital Partners Texas, LLC CIK 0002057208 0.359 60 0.0 0.0% 0 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
☆Painted Porch Advisors LLC CIK 0002024585 0.737 75 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Centricity Wealth Management, LLC CIK 0002054645 0.318 430 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ransom Advisory, Ltd CIK 0002065136 0.308 433 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆TOWNSQUARE CAPITAL LLC CIK 0001761755 0.284 284 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Japan Science & Technology Agency CIK 0001948391 0.978 12 0.0 0.0% 0 -8.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Signature Resources Capital Management, LLC CIK 0001940917 0.639 703 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Elevation Capital Advisory, LLC CIK 0001871112 0.011 63 0.0 0.0% 0 -0.7 pp +0.0 pp +0.0 pp +0.0 pp
☆DDFG, Inc CIK 0001967640 0.535 91 0.0 0.0% 0 -1.8 pp +0.0 pp +0.0 pp +0.0 pp
☆Freedom Investment Management, Inc. CIK 0001566653 0.736 106 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ (ZION, ZIONP) CIK 0000109380 0.655 1629 0.0 0.0% 0 -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% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concord Asset Management, LLC/VA CIK 0002031885 0.516 126 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BINGHAM PRIVATE WEALTH, LLC CIK 0002063211 0.112 178 0.0 0.0% 0 -1.2 pp -1.3 pp +0.0 pp +0.0 pp
☆Reyes Financial Architecture, Inc. CIK 0002047201 0.000 317 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆1834 INVESTMENT ADVISORS CO CIK 0001138486 0.415 211 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Olistico Wealth, LLC CIK 0001962695 0.459 334 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 -1.4 pp +0.0 pp +0.0 pp +0.0 pp
☆Werba Rubin Papier Wealth Management CIK 0001971029 0.660 309 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INTEGRAL INVESTMENT ADVISORS, INC. CIK 0001902826 0.489 181 0.0 0.0% 0 -0.1 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
☆Money Design Co.,Ltd. CIK 0001721608 0.864 72 0.0 0.0% 0 -3.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Headlands Technologies LLC CIK 0001570271 0.000 695 0.0 0.0% 0 -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% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TABLEAUX LLC CIK 0002060663 0.396 120 0.0 0.0% 0 +0.0 pp -2.9 pp +0.0 pp +0.0 pp
☆DOHJ, LLC CIK 0001801881 0.000 0 0.0 0.0% 0 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
☆JT Stratford LLC CIK 0001689013 0.376 321 0.0 0.0% 0 -0.8 pp +0.0 pp +0.0 pp +0.0 pp
☆Smallwood Wealth Investment Management, LLC CIK 0001921304 0.480 529 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UNION SAVINGS BANK CIK 0001985855 0.492 322 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆Bulltick Wealth Management, LLC CIK 0001912448 0.237 134 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 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
☆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
☆Bell Investment Advisors, Inc CIK 0001890149 0.716 1820 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fox Hill Wealth Management CIK 0002016110 0.179 120 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 0.0 0.0% 0 -0.0 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
☆Horan Securities, Inc. CIK 0001671623 0.663 152 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆WPG Advisers, LLC CIK 0002067343 0.198 1549 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BRADY FAMILY WEALTH, LLC CIK 0001971456 0.368 113 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Siligmueller & Norvid Wealth Advisors LLC CIK 0002052591 0.000 156 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Rede Wealth, LLC CIK 0001842054 0.714 117 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Argent Trust Co CIK 0001625292 0.533 769 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keystone Global Partners, LLC CIK 0001764057 0.509 57 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆American Family Investments, Inc. CIK 0002029723 0.976 13 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
☆SVB WEALTH LLC CIK 0001626116 0.541 384 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bensler, LLC CIK 0001965941 0.354 198 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Engineers Gate Manager LP CIK 0001620220 0.031 2192 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 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 IGSB). Qtrs Held counts distinct quarters this fund has actually held IGSB (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its IGSB position size. Δ columns are the percentage-point change in IGSB'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