Signals

← Signals

★IGSB

1084 in-universe funds with a nonzero position in IGSB within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#78
Score / z2.487 / 3.53
Consensus340.92 over 645 funds
Momentumno 12m return

Price & positioning

248 cached closes, trailing year
Drawdownno history
Short interest-16% / 1.0d

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 1,297.5 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Matson Money. Inc. CIK 0001672512 0.979 9 746.7 23.6% 3 -0.2 pp -0.7 pp +23.6 pp +23.6 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 703.3 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 627.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 586.6 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 556.1 2.9% 1 +2.9 pp +0.2 pp +2.9 pp +2.9 pp
☆Kiker Wealth Management, LLC CIK 0002042502 0.137 161 487.4 16.2% 3 +11.8 pp +11.7 pp +16.2 pp +16.2 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 481.3 0.1% 3 +0.0 pp +0.0 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 454.6 0.0% 5 +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 414.8 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BARINGS LLC CIK 0000009015 0.845 191 361.7 6.7% 3 -0.2 pp -1.8 pp +6.7 pp +6.7 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 317.9 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 298.0 4.8% 3 +0.4 pp +0.3 pp +4.8 pp +4.8 pp
☆ALLSTATE CORP (ALL, ALL-PB, ALL-PH, ALL-PI, ALL-PJ) CIK 0000899051 0.706 1338 278.4 3.8% 3 -4.5 pp -14.7 pp +3.8 pp +3.8 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 261.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 255.9 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 202.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 200.2 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 193.1 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 184.4 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Members Trust Co CIK 0001677560 0.939 170 161.9 5.3% 3 +0.0 pp -0.2 pp +5.3 pp +5.3 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 158.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 150.0 0.2% 3 -0.0 pp -0.0 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 147.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 126.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 122.8 1.8% 3 +0.1 pp +0.0 pp +1.8 pp +1.8 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 122.3 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆SONA ASSET MANAGEMENT (US) LLC CIK 0001856405 0.084 390 120.0 3.9% 3 +1.5 pp -0.6 pp +3.9 pp +3.9 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 112.1 0.1% 4 +0.1 pp +0.1 pp +0.0 pp +0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 111.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Composition Wealth, LLC CIK 0001585859 0.755 995 102.4 1.5% 3 +0.0 pp -0.0 pp +1.5 pp +1.5 pp
☆Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 99.3 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
☆Haverford Trust Co CIK 0000842941 0.805 424 97.4 0.9% 3 +0.0 pp +0.0 pp +0.9 pp +0.9 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 95.6 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Busey Bank CIK 0001427202 0.741 388 95.3 2.5% 3 -0.2 pp -0.5 pp +2.5 pp +2.5 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 93.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Williams Jones Wealth Management, LLC. CIK 0001788587 0.816 547 92.1 1.0% 3 +0.1 pp +0.1 pp +1.0 pp +1.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 86.0 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 85.1 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Parkside Investments, LLC CIK 0001706248 0.662 91 84.9 10.7% 3 +0.3 pp +1.2 pp +10.7 pp +10.7 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 83.1 0.5% 3 -0.0 pp +0.0 pp +0.5 pp +0.5 pp
☆Destination Wealth Management CIK 0001278573 0.701 325 79.4 2.1% 3 -0.0 pp -0.1 pp +2.1 pp +2.1 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 74.9 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆One Capital Management, LLC CIK 0001606588 0.779 522 72.7 2.2% 3 +0.0 pp +0.0 pp +2.2 pp +2.2 pp
☆RiverFront Investment Group, LLC CIK 0001469751 0.690 427 72.4 1.2% 3 +0.8 pp +0.8 pp +1.2 pp +1.2 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 69.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 68.3 0.1% 3 +0.0 pp -0.0 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 66.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆MARYLAND CAPITAL ADVISORS INC. CIK 0001891201 0.681 1043 65.7 22.2% 3 +1.3 pp +3.0 pp +22.2 pp +22.2 pp
☆Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 64.0 0.6% 3 -0.5 pp -0.7 pp +0.6 pp +0.6 pp
☆Quotient Wealth Partners, LLC CIK 0002004904 0.915 409 63.3 1.7% 3 -0.6 pp -0.6 pp +1.7 pp +1.7 pp
☆Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 57.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Klaas Financial Asset Advisors, LLC CIK 0001819279 0.898 59 56.0 8.1% 3 +0.3 pp +0.1 pp +8.1 pp +8.1 pp
☆SUMITOMO MITSUI FINANCIAL GROUP, INC. (SMFG, SMFNF) CIK 0001022837 0.906 175 55.7 1.0% 4 +0.1 pp +0.2 pp +0.2 pp +1.0 pp
☆Meeder Advisory Services, Inc. CIK 0001792167 0.645 742 50.4 2.2% 3 +0.0 pp -0.0 pp +2.2 pp +2.2 pp
☆GREENWOOD GEARHART LLC CIK 0001084683 0.702 168 49.1 2.7% 3 +0.0 pp -1.1 pp +2.7 pp +2.7 pp
☆Dakota Wealth Management CIK 0001631353 0.544 771 48.8 0.9% 3 +0.1 pp +0.1 pp +0.9 pp +0.9 pp
☆Zurich Insurance Group Ltd/FI CIK 0001127799 0.439 323 47.3 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 46.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 46.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆FIDUCIARY TRUST CO CIK 0000035442 0.872 892 45.2 0.5% 3 -0.0 pp -0.1 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 44.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Bangor Savings Bank CIK 0001352675 0.827 543 44.5 3.6% 3 +0.1 pp -0.1 pp +3.6 pp +3.6 pp
☆CUTLER INVESTMENT COUNSEL LLC CIK 0001285973 0.539 157 44.4 4.6% 3 +0.1 pp +0.0 pp +4.6 pp +4.6 pp
☆TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 43.1 0.9% 3 +0.1 pp +0.1 pp +0.9 pp +0.9 pp
☆RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 41.2 0.8% 3 -0.0 pp -0.1 pp +0.8 pp +0.8 pp
☆Clearwater Capital Advisors, LLC CIK 0001690531 0.787 189 40.7 3.4% 3 -1.8 pp -1.8 pp +3.4 pp +3.4 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 40.4 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆PDS Planning, Inc CIK 0000838618 0.712 609 38.6 2.6% 3 -0.2 pp -0.3 pp +2.6 pp +2.6 pp
☆1832 Asset Management L.P. CIK 0000944388 0.851 618 36.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 36.7 5.6% 5 +5.2 pp +5.6 pp +5.6 pp +5.6 pp
☆PALISADE CAPITAL MANAGEMENT, LP CIK 0001009006 0.185 294 36.3 1.1% 2 +0.4 pp +1.1 pp +1.1 pp +1.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 35.7 0.0% 4 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆Nelson Capital Management, LLC CIK 0001512611 0.806 120 34.9 4.1% 3 +0.5 pp +0.4 pp +4.1 pp +4.1 pp
☆Stockman Wealth Management, Inc. CIK 0001389400 0.481 178 33.8 4.2% 3 +0.0 pp -0.3 pp +4.2 pp +4.2 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1370 33.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 33.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Schaeffer Financial LLC CIK 0001898838 0.812 27 32.3 28.1% 3 +8.5 pp +10.2 pp +28.1 pp +28.1 pp
☆ARKANSAS FINANCIAL GROUP, INC. CIK 0000764611 0.785 97 31.7 4.6% 3 -0.2 pp -0.8 pp +4.6 pp +4.6 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 30.5 0.4% 3 -0.1 pp -0.1 pp +0.4 pp +0.4 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 30.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MONOGRAPH WEALTH ADVISORS, LLC CIK 0001776588 0.876 143 29.9 2.9% 3 +0.1 pp -0.4 pp +2.9 pp +2.9 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 29.8 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 29.3 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 29.2 1.2% 3 +0.1 pp +0.0 pp +1.2 pp +1.2 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 28.5 0.3% 3 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 28.4 0.6% 3 -0.1 pp +0.4 pp +0.6 pp +0.6 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 27.9 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆NewSquare Capital LLC CIK 0001546989 0.510 227 27.5 2.4% 3 +0.1 pp -0.1 pp +2.4 pp +2.4 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 27.5 0.7% 3 -0.0 pp -0.1 pp +0.7 pp +0.7 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 27.4 0.2% 3 -0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 27.1 0.4% 3 -0.0 pp -0.2 pp +0.4 pp +0.4 pp
☆Lutz Financial Services LLC CIK 0001737112 0.849 112 25.7 1.8% 3 -0.1 pp -0.2 pp +1.8 pp +1.8 pp
☆DT Investment Partners, LLC CIK 0001537621 0.779 512 25.1 2.1% 3 -0.3 pp -0.4 pp +2.1 pp +2.1 pp
☆ARCH CAPITAL GROUP LTD. (ACGL, ACGLN, ACGLO) CIK 0000947484 0.925 4 24.8 8.5% 3 +0.0 pp +0.0 pp +8.5 pp +8.5 pp
☆Fiduciary Group, LLC CIK 0001645890 0.530 305 23.9 2.0% 3 +0.1 pp -0.0 pp +2.0 pp +2.0 pp
☆LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 23.5 0.0% 3 +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 23.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Courage Miller Partners, LLC CIK 0001482106 0.690 87 23.0 6.9% 3 +0.1 pp +0.4 pp +6.9 pp +6.9 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 22.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 22.5 0.1% 3 -0.1 pp -0.0 pp +0.1 pp +0.1 pp
☆BAR HARBOR WEALTH MANAGEMENT CIK 0001035463 0.603 268 21.7 1.3% 3 +0.0 pp -0.0 pp +1.3 pp +1.3 pp
☆Blue Fin Capital, Inc. CIK 0001576102 0.631 164 21.5 3.3% 3 +0.3 pp +0.3 pp +3.3 pp +3.3 pp
☆JACOBSON & SCHMITT ADVISORS, LLC CIK 0001632096 0.374 81 21.2 3.6% 3 +0.0 pp +0.1 pp +3.6 pp +3.6 pp
☆PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 20.9 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 20.8 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 20.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STEPHENS GROUP ASSET MANAGEMENT, LLC CIK 0001726808 0.941 26 20.1 1.3% 3 -0.0 pp -0.1 pp +1.3 pp +1.3 pp
☆JBGlobal.com LLC CIK 0002051348 0.702 32 19.8 25.0% 3 +5.0 pp +5.6 pp +25.0 pp +25.0 pp
☆Astoria Strategic Wealth, Inc. CIK 0001777914 0.828 36 19.7 5.0% 3 -0.2 pp -0.6 pp +5.0 pp +5.0 pp
☆Amtrust Financial Services, Inc. CIK 0001365555 0.912 15 19.4 6.2% 3 -0.3 pp -0.7 pp +6.2 pp +6.2 pp
☆FIRST CITIZENS BANK & TRUST CO CIK 0001092203 0.598 644 19.0 0.4% 3 -0.0 pp +0.1 pp +0.4 pp +0.4 pp
☆Alley Investment Management Company, LLC CIK 0001917618 0.425 89 18.9 2.2% 3 -0.0 pp -0.1 pp +2.2 pp +2.2 pp
☆Strategic Investment Advisors / MI CIK 0001760540 0.707 398 18.9 1.6% 3 +0.4 pp +0.3 pp +1.6 pp +1.6 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 18.8 0.5% 3 -1.3 pp -1.2 pp +0.5 pp +0.5 pp
☆KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 18.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆ATWOOD & PALMER INC CIK 0001044929 0.598 495 18.5 1.0% 3 -0.0 pp -0.1 pp +1.0 pp +1.0 pp
☆PRESILIUM PRIVATE WEALTH, LLC CIK 0001939831 0.859 96 18.2 3.3% 3 +0.1 pp +0.1 pp +3.3 pp +3.3 pp
☆GUGGENHEIM CAPITAL LLC CIK 0001283072 0.662 1702 18.0 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Strategic Advocates LLC CIK 0001991340 0.000 260 17.9 4.6% 3 -0.1 pp -0.4 pp +4.6 pp +4.6 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 17.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Creative Planning CIK 0001540235 0.979 4196 17.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Johns Hopkins University CIK 0001764756 0.949 18 17.0 1.2% 3 +0.3 pp +0.3 pp +1.2 pp +1.2 pp
☆Discipline Wealth Solutions, LLC CIK 0002010507 0.634 197 17.0 3.1% 3 -0.8 pp -2.4 pp +3.1 pp +3.1 pp
☆ANCHOR CAPITAL ADVISORS LLC CIK 0000813933 0.410 245 16.9 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 16.3 0.2% 3 +0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆Black Diamond Financial, LLC CIK 0001759236 0.676 198 16.1 1.7% 3 +0.1 pp -0.0 pp +1.7 pp +1.7 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 15.9 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Ensign Peak Advisors, Inc CIK 0001454984 0.904 1724 15.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 15.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Summit Wealth Partners, LLC CIK 0002033312 0.391 280 15.6 2.9% 3 +0.2 pp +0.1 pp +2.9 pp +2.9 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 15.2 0.3% 3 +0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 15.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Alesco Advisors, LLC, An ESL Co CIK 0001269978 0.940 230 15.0 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 14.9 0.3% 4 -0.0 pp -0.1 pp -0.2 pp +0.3 pp
☆Mitsubishi UFJ Trust & Banking Corp CIK 0001462160 0.869 1541 14.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KWMG, LLC CIK 0001633024 0.515 153 14.7 1.3% 3 +0.1 pp +0.1 pp +1.3 pp +1.3 pp
☆Prosperity Planning, Inc. CIK 0001843292 0.607 117 14.6 3.8% 3 +0.2 pp +0.2 pp +3.8 pp +3.8 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 14.3 0.4% 3 +0.0 pp +0.1 pp +0.4 pp +0.4 pp
☆Caldwell Trust Co CIK 0002080218 0.488 811 14.1 1.2% 5 +0.0 pp +0.1 pp +0.0 pp +0.2 pp
☆Northstar Advisory Group, LLC CIK 0001816000 0.138 118 13.9 4.9% 3 +0.6 pp +3.5 pp +4.9 pp +4.9 pp
☆TCTC Holdings, LLC CIK 0001483870 0.833 240 13.7 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Bernardo Wealth Planning LLC CIK 0001765595 0.655 139 13.6 2.6% 3 +0.0 pp -0.0 pp +2.6 pp +2.6 pp
☆Fortis Capital Management LLC CIK 0001802167 0.488 235 13.6 1.8% 3 -0.0 pp -0.1 pp +1.8 pp +1.8 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 13.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Stonebridge Capital Advisors LLC CIK 0001600035 0.565 215 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆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
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Farmers & Merchants Trust Co of Chambersburg PA CIK 0001697375 0.427 358 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
☆Graypoint LLC CIK 0001794198 0.550 526 0.0 0.0% 0 +0.0 pp -1.4 pp +0.0 pp +0.0 pp
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☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
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☆BFSG, LLC CIK 0001706836 0.376 765 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Alexis Investment Partners, LLC CIK 0002054271 0.135 38 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
☆ANGELES WEALTH MANAGEMENT, LLC CIK 0001929170 0.826 628 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stelac Advisory Services LLC CIK 0001519676 0.375 168 0.0 0.0% 0 -0.4 pp -0.4 pp +0.0 pp +0.0 pp
☆LOGAN CAPITAL MANAGEMENT INC CIK 0001121330 0.755 443 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆Viewpoint Capital Management LLC CIK 0001906223 0.275 120 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Coston, McIsaac & Partners CIK 0001945037 0.418 948 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Fox Hill Wealth Management CIK 0002016110 0.179 120 0.0 0.0% 0 +0.0 pp -0.1 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
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Creekmur Asset Management LLC CIK 0002013091 0.963 6 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Good Steward Wealth Advisors,LLC CIK 0002060772 0.488 71 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Riggs Asset Managment Co. Inc. CIK 0001601348 0.181 132 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 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Acropolis Investment Management, LLC CIK 0001318601 0.882 384 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
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 0 +0.0 pp -2.0 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
☆Cornerstone Wealth Group, LLC CIK 0001774879 0.483 496 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
☆DDFG, Inc CIK 0001967640 0.535 91 0.0 0.0% 0 +0.0 pp -1.8 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
☆Better Money Decisions, LLC CIK 0001858428 0.558 74 0.0 0.0% 0 +0.0 pp -9.7 pp +0.0 pp +0.0 pp
☆INTEGRAL INVESTMENT ADVISORS, INC. CIK 0001902826 0.489 181 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Bellwether Advisors, LLC CIK 0001819815 0.107 167 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sachetta, LLC CIK 0002010574 0.327 1025 0.0 0.0% 0 -0.2 pp -0.2 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
☆Columbia Bank CIK 0002017259 0.353 165 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Park Square Financial Group, LLC CIK 0002058285 0.000 210 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 +0.0 pp -3.1 pp +0.0 pp +0.0 pp
☆WBI INVESTMENTS, LLC CIK 0001397424 0.050 286 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Japan Science & Technology Agency CIK 0001948391 0.978 12 0.0 0.0% 0 +0.0 pp -8.2 pp +0.0 pp +0.0 pp
☆FSA Wealth Management LLC CIK 0001804256 0.827 574 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JT Stratford LLC CIK 0001689013 0.376 321 0.0 0.0% 0 +0.0 pp -0.8 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
☆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
☆Allianz Investment Management U.S. LLC CIK 0001860935 0.000 0 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Bulltick Wealth Management, LLC CIK 0001912448 0.237 134 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆MEMBERS CAPITAL ADVISORS INC CIK 0001025421 0.642 7 0.0 0.0% 0 -29.3 pp -29.2 pp +0.0 pp +0.0 pp
☆JARISLOWSKY, FRASER Ltd CIK 0001123778 0.890 192 0.0 0.0% 0 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
☆Rise Advisors, LLC CIK 0001831316 0.684 103 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 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Vectors Research Management, LLC CIK 0001750557 0.310 148 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆Future Financial Wealth Managment LLC CIK 0001801892 0.366 132 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Stonekeep Investments, LLC CIK 0002032486 0.516 81 0.0 0.0% 0 -0.6 pp -0.6 pp +0.0 pp +0.0 pp
☆CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC CIK 0002044324 0.625 133 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Noble Wealth Management PBC CIK 0002055065 0.125 771 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COBBLESTONE CAPITAL ADVISORS LLC /NY/ CIK 0001033505 0.775 304 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆TRITONPOINT WEALTH, LLC CIK 0002008171 0.504 281 0.0 0.0% 0 -0.1 pp -0.1 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 +0.0 pp -0.1 pp
☆Family Manage LLC CIK 0001539947 0.277 323 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Strategic Financial Concepts, LLC CIK 0001870686 0.074 239 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆FOSTER & MOTLEY INC CIK 0001163902 0.533 405 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Wealth Management Advisory Group, LLC CIK 0001631864 0.543 572 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Precision Wealth Strategies, LLC CIK 0001844197 0.113 170 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Charles Schwab Trust Co CIK 0001789219 0.768 171 0.0 0.0% 0 -0.0 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
☆Endurance Services Ltd CIK 0002011025 0.942 8 0.0 0.0% 0 -0.9 pp -0.9 pp +0.0 pp +0.0 pp
☆Rede Wealth, LLC CIK 0001842054 0.714 117 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Dai-ichi Life Holdings, Inc. CIK 0000948518 0.000 0 0.0 0.0% 0 -12.8 pp -15.5 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
☆First Affirmative Financial Network CIK 0001656282 0.123 325 0.0 0.0% 0 -0.1 pp -0.1 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
☆Freestone Capital Holdings, LLC CIK 0001470876 0.771 584 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 +0.0 pp -0.2 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
☆STATE FARM MUTUAL AUTOMOBILE INSURANCE CO CIK 0000315032 0.975 107 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 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
☆Laird Norton Wetherby Wealth Management, LLC CIK 0001279627 0.000 0 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆New Millennium Group LLC CIK 0001909654 0.000 0 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
☆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
☆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
☆Financial Network Wealth Advisors LLC CIK 0002012031 0.114 858 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HORAN Wealth, LLC CIK 0002072569 0.370 217 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CLIENT 1ST ADVISORY GROUP, LLC CIK 0001802816 0.608 142 0.0 0.0% 0 -0.1 pp -0.2 pp +0.0 pp +0.0 pp
☆DAVIDSON INVESTMENT ADVISORS CIK 0001140771 0.598 123 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Reyes Financial Architecture, Inc. CIK 0002047201 0.000 317 0.0 0.0% 0 +0.0 pp -0.1 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
☆WASHINGTON CAPITAL MANAGEMENT, INC CIK 0000928566 0.160 113 0.0 0.0% 0 -2.2 pp -2.3 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
☆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
☆Gunma Bank,Ltd. CIK 0001549449 0.386 31 0.0 0.0% 0 -4.3 pp -2.7 pp +0.0 pp +0.0 pp
☆My Legacy Advisors, LLC CIK 0001767802 0.172 206 0.0 0.0% 0 +0.0 pp -0.5 pp +0.0 pp +0.0 pp
☆First International Bank & Trust CIK 0001910370 0.812 56 0.0 0.0% 0 -0.6 pp -0.8 pp +0.0 pp +0.0 pp
☆Main Street Group, LTD CIK 0001965796 0.694 863 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Seed Wealth Management, Inc. CIK 0001963728 0.397 100 0.0 0.0% 0 -1.0 pp -1.1 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
☆Community Bank, N.A. CIK 0001632187 0.503 530 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 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Total Wealth Planning, LLC CIK 0001762997 0.000 39 0.0 0.0% 0 -0.8 pp -0.8 pp +0.0 pp +0.0 pp
☆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
☆Argent Advisors, Inc. CIK 0001426851 0.354 186 0.0 0.0% 0 +0.0 pp -0.4 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
☆CAPITAL CITY TRUST CO/FL CIK 0001095836 0.561 129 0.0 0.0% 0 -0.9 pp -1.0 pp +0.0 pp +0.0 pp
☆United Community Bank CIK 0002000314 0.267 534 0.0 0.0% 0 -0.5 pp -0.6 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
☆TOWNSQUARE CAPITAL LLC CIK 0001761755 0.284 284 0.0 0.0% 0 +0.0 pp -0.1 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
☆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
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Alpine Bank Wealth Management CIK 0001974910 0.183 404 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
☆Ridgewood Investments LLC CIK 0001703556 0.183 208 0.0 0.0% 0 -0.6 pp -0.3 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
☆HOWARD BAILEY SECURITIES, LLC CIK 0002043986 0.302 121 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Pinnacle Financial Partners Inc CIK 0001115055 0.553 459 0.0 0.0% 0 -0.2 pp -0.2 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
☆NYL Investors LLC CIK 0001606720 0.732 29 0.0 0.0% 0 +0.0 pp -0.7 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 -0.0 pp +0.0 pp +0.0 pp
☆NovaPoint Capital, LLC CIK 0001815025 0.222 161 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆GABLES CAPITAL MANAGEMENT INC. CIK 0001740839 0.258 508 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Werba Rubin Papier Wealth Management CIK 0001971029 0.660 309 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brown Financial Advisors CIK 0002035548 0.168 212 0.0 0.0% 0 -0.1 pp -0.6 pp +0.0 pp +0.0 pp
☆American Family Investments, Inc. CIK 0002029723 0.976 13 0.0 0.0% 0 +0.0 pp -0.5 pp +0.0 pp +0.0 pp
☆Apex Wealth Management, LLC CIK 0002056695 0.373 63 0.0 0.0% 0 -0.9 pp -1.0 pp +0.0 pp +0.0 pp
☆Elevation Capital Advisory, LLC CIK 0001871112 0.011 63 0.0 0.0% 0 +0.0 pp -0.7 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
☆Northwest Capital Management Inc CIK 0001730404 0.000 92 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 (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — 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