Signals

← Signals

☆IGSB

1196 in-universe funds with a nonzero position in IGSB within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#94
Score / z2.305 / 2.07
Consensus366.92 over 693 funds
Momentumno 12m return

Price & positioning

251 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 1,300.7 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Matson Money. Inc. CIK 0001672512 0.979 9 782.6 24.0% 4 +0.4 pp +0.2 pp -0.3 pp +24.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 669.6 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 616.0 3.0% 2 +0.1 pp +3.0 pp +0.3 pp +3.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 550.5 0.1% 4 -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 473.4 0.0% 5 +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 470.3 0.0% 6 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 368.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆BARINGS LLC CIK 0000009015 0.845 191 359.5 5.8% 4 -0.9 pp -1.1 pp -2.6 pp +5.8 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 322.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 320.2 4.6% 4 -0.2 pp +0.2 pp +0.1 pp +4.6 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 289.2 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 288.4 0.5% 4 +0.0 pp +0.0 pp +0.0 pp +0.5 pp
☆ALLSTATE CORP (ALL, ALL-PB, ALL-PH, ALL-PI, ALL-PJ) CIK 0000899051 0.706 1338 260.8 2.8% 4 -1.0 pp -5.5 pp -15.7 pp +2.8 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 246.3 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 221.5 0.1% 5 +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 217.4 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 200.5 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 199.6 0.0% 4 -0.1 pp -0.1 pp -0.2 pp +0.0 pp
☆Members Trust Co CIK 0001677560 0.939 170 170.5 5.7% 4 +0.4 pp +0.4 pp +0.2 pp +5.7 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 161.0 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 157.8 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 156.4 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 129.2 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 127.0 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 126.6 1.9% 4 +0.1 pp +0.2 pp +0.1 pp +1.9 pp
☆FMR LLC CIK 0000315066 0.989 5571 123.4 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 112.0 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Composition Wealth, LLC CIK 0001585859 0.755 995 109.3 1.5% 4 +0.0 pp +0.0 pp +0.0 pp +1.5 pp
☆Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 106.6 0.2% 4 +0.0 pp -0.1 pp -0.1 pp +0.2 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 102.7 0.4% 4 +0.0 pp +0.1 pp +0.1 pp +0.4 pp
☆Haverford Trust Co CIK 0000842941 0.805 424 101.7 0.9% 4 +0.1 pp +0.1 pp +0.1 pp +0.9 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 96.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Busey Bank CIK 0001427202 0.741 388 95.7 2.6% 4 +0.1 pp -0.1 pp -0.4 pp +2.6 pp
☆Parkside Investments, LLC CIK 0001706248 0.662 91 92.7 11.3% 4 +0.6 pp +0.9 pp +1.8 pp +11.3 pp
☆Williams Jones Wealth Management, LLC. CIK 0001788587 0.816 547 92.0 1.1% 4 +0.1 pp +0.2 pp +0.1 pp +1.1 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 90.5 0.5% 4 +0.0 pp +0.0 pp +0.1 pp +0.5 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 88.9 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 83.9 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆One Capital Management, LLC CIK 0001606588 0.779 522 82.6 2.3% 4 +0.1 pp +0.1 pp +0.1 pp +2.3 pp
☆RiverFront Investment Group, LLC CIK 0001469751 0.690 427 81.8 1.3% 4 +0.1 pp +0.9 pp +0.9 pp +1.3 pp
☆Destination Wealth Management CIK 0001278573 0.701 325 81.4 2.1% 4 +0.0 pp -0.0 pp -0.1 pp +2.1 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 76.8 0.4% 4 -0.0 pp -0.1 pp -0.1 pp +0.4 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 71.9 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 70.6 0.1% 4 -0.0 pp -0.0 pp -0.0 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 68.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 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 58.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUMITOMO MITSUI FINANCIAL GROUP, INC. (SMFG, SMFNF) CIK 0001022837 0.906 175 54.6 1.1% 5 +0.1 pp +0.2 pp +0.3 pp +0.3 pp
☆PALISADE CAPITAL MANAGEMENT, LP CIK 0001009006 0.185 294 53.0 1.8% 3 +0.7 pp +1.1 pp +1.8 pp +1.8 pp
☆Dakota Wealth Management CIK 0001631353 0.544 771 52.1 1.1% 4 +0.3 pp +0.3 pp +0.4 pp +1.1 pp
☆TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 51.9 1.1% 4 +0.2 pp +0.2 pp +0.3 pp +1.1 pp
☆Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 51.9 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GREENWOOD GEARHART LLC CIK 0001084683 0.702 168 51.8 2.8% 4 +0.1 pp +0.1 pp -1.0 pp +2.8 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 51.6 0.5% 4 +0.2 pp +0.2 pp +0.5 pp +0.5 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 50.8 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 50.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Zurich Insurance Group Ltd/FI CIK 0001127799 0.439 323 47.0 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆Bangor Savings Bank CIK 0001352675 0.827 543 45.8 3.7% 4 +0.1 pp +0.2 pp +0.0 pp +3.7 pp
☆CUTLER INVESTMENT COUNSEL LLC CIK 0001285973 0.539 157 44.8 4.6% 4 -0.0 pp +0.1 pp +0.0 pp +4.6 pp
☆FIDUCIARY TRUST CO CIK 0000035442 0.872 892 44.5 0.5% 4 +0.0 pp +0.0 pp -0.0 pp +0.5 pp
☆RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 43.2 0.7% 4 -0.0 pp -0.0 pp -0.2 pp +0.7 pp
☆RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 42.7 6.7% 6 +1.0 pp +6.3 pp +6.6 pp +6.6 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 41.6 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆PDS Planning, Inc CIK 0000838618 0.712 609 40.4 2.7% 4 +0.1 pp -0.1 pp -0.2 pp +2.7 pp
☆Stockman Wealth Management, Inc. CIK 0001389400 0.481 178 38.7 4.3% 4 +0.1 pp +0.1 pp -0.2 pp +4.3 pp
☆Clearwater Capital Advisors, LLC CIK 0001690531 0.787 189 38.6 3.1% 4 -0.3 pp -2.1 pp -2.1 pp +3.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 38.3 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Nelson Capital Management, LLC CIK 0001512611 0.806 120 38.1 4.7% 4 +0.6 pp +1.0 pp +1.0 pp +4.7 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 36.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 34.5 0.6% 4 +0.3 pp +0.4 pp +0.3 pp +0.6 pp
☆Schaeffer Financial LLC CIK 0001898838 0.812 27 34.1 28.7% 4 +0.6 pp +9.1 pp +10.8 pp +28.7 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 34.0 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆MONOGRAPH WEALTH ADVISORS, LLC CIK 0001776588 0.876 143 33.5 3.2% 4 +0.2 pp +0.3 pp -0.2 pp +3.2 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 32.6 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 31.7 1.3% 4 +0.1 pp +0.1 pp +0.1 pp +1.3 pp
☆ARKANSAS FINANCIAL GROUP, INC. CIK 0000764611 0.785 97 31.0 4.3% 4 -0.3 pp -0.5 pp -1.0 pp +4.3 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 30.6 0.7% 5 +0.4 pp +0.3 pp +0.3 pp +0.2 pp
☆NewSquare Capital LLC CIK 0001546989 0.510 227 30.5 2.7% 4 +0.2 pp +0.3 pp +0.1 pp +2.7 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 30.0 0.7% 4 -0.0 pp -0.0 pp -0.1 pp +0.7 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 29.9 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 29.7 0.4% 4 -0.0 pp -0.1 pp -0.1 pp +0.4 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 28.6 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 27.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 27.0 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 26.8 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 26.3 0.1% 4 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 25.7 0.3% 4 -0.0 pp -0.0 pp -0.2 pp +0.3 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 25.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DT Investment Partners, LLC CIK 0001537621 0.779 512 25.1 2.1% 4 +0.0 pp -0.3 pp -0.4 pp +2.1 pp
☆Lutz Financial Services LLC CIK 0001737112 0.849 112 25.0 1.7% 4 -0.1 pp -0.2 pp -0.3 pp +1.7 pp
☆Fiduciary Group, LLC CIK 0001645890 0.530 305 24.9 2.1% 4 +0.1 pp +0.2 pp +0.1 pp +2.1 pp
☆Wellington Grp LLC CIK 0002134013 0.401 144 24.7 7.6% 1 +7.6 pp +7.6 pp +7.6 pp +7.6 pp
☆ARCH CAPITAL GROUP LTD. (ACGL, ACGLN, ACGLO) CIK 0000947484 0.925 4 24.7 8.5% 4 +0.0 pp +0.0 pp +0.1 pp +8.5 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 23.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 23.5 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Courage Miller Partners, LLC CIK 0001482106 0.690 87 23.5 6.6% 4 -0.3 pp -0.2 pp +0.1 pp +6.6 pp
☆Blue Fin Capital, Inc. CIK 0001576102 0.631 164 23.1 3.8% 4 +0.5 pp +0.8 pp +0.8 pp +3.8 pp
☆Ameliora Wealth Management Ltd. CIK 0001910168 0.478 229 23.1 7.4% 4 +4.0 pp +5.2 pp +5.1 pp +7.4 pp
☆FIRST AMERICAN TRUST, FSB CIK 0000036066 0.429 307 23.0 1.5% 3 +0.7 pp +0.9 pp +1.5 pp +1.5 pp
☆Strategic Investment Advisors / MI CIK 0001760540 0.707 398 22.8 1.6% 4 -0.1 pp +0.3 pp +0.2 pp +1.6 pp
☆BAR HARBOR WEALTH MANAGEMENT CIK 0001035463 0.603 268 22.5 1.3% 4 +0.1 pp +0.1 pp +0.1 pp +1.3 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 22.5 0.5% 4 -0.0 pp -0.0 pp -0.0 pp +0.5 pp
☆JACOBSON & SCHMITT ADVISORS, LLC CIK 0001632096 0.374 81 21.8 3.9% 4 +0.4 pp +0.4 pp +0.5 pp +3.9 pp
☆FIRST CITIZENS BANK & TRUST CO CIK 0001092203 0.598 644 20.6 0.4% 4 +0.0 pp +0.0 pp +0.1 pp +0.4 pp
☆Creative Planning CIK 0001540235 0.979 4196 20.5 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆JBGlobal.com LLC CIK 0002051348 0.701 32 20.1 19.8% 4 -5.1 pp -0.2 pp +0.5 pp +19.8 pp
☆Astoria Strategic Wealth, Inc. CIK 0001777914 0.828 36 20.0 5.1% 4 +0.1 pp -0.1 pp -0.5 pp +5.1 pp
☆Northstar Advisory Group, LLC CIK 0001816000 0.138 118 19.9 7.6% 4 +2.7 pp +3.3 pp +6.1 pp +7.6 pp
☆GSA CAPITAL PARTNERS LLP CIK 0001362033 0.012 1692 19.8 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Amtrust Financial Services, Inc. CIK 0001365555 0.912 15 19.3 6.4% 4 +0.3 pp -0.0 pp -0.4 pp +6.4 pp
☆Alley Investment Management Company, LLC CIK 0001917618 0.425 89 19.3 2.4% 4 +0.1 pp +0.1 pp +0.0 pp +2.4 pp
☆PRESILIUM PRIVATE WEALTH, LLC CIK 0001939831 0.859 96 19.1 3.4% 4 +0.0 pp +0.1 pp +0.1 pp +3.4 pp
☆ATWOOD & PALMER INC CIK 0001044929 0.598 495 18.8 1.1% 4 +0.0 pp -0.0 pp -0.1 pp +1.1 pp
☆KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 18.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Elevate Capital Advisors, LLC CIK 0001909571 0.156 76 18.2 11.8% 2 +3.4 pp +11.8 pp +11.8 pp +11.8 pp
☆GUGGENHEIM CAPITAL LLC CIK 0001283072 0.662 1702 18.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 18.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Discipline Wealth Solutions, LLC CIK 0002010507 0.634 197 18.0 1.9% 4 -1.2 pp -2.1 pp -3.7 pp +1.9 pp
☆Alesco Advisors, LLC, An ESL Co CIK 0001269978 0.940 230 17.9 0.5% 4 +0.1 pp +0.0 pp +0.0 pp +0.5 pp
☆Black Diamond Financial, LLC CIK 0001759236 0.675 198 17.8 1.9% 4 +0.2 pp +0.3 pp +0.2 pp +1.9 pp
☆North Dakota State Investment Board CIK 0002064039 0.492 826 17.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆ANCHOR CAPITAL ADVISORS LLC CIK 0000813933 0.410 245 17.3 0.5% 4 +0.0 pp -0.0 pp -0.0 pp +0.5 pp
☆Johns Hopkins University CIK 0001764756 0.949 18 16.9 1.2% 4 -0.0 pp +0.3 pp +0.3 pp +1.2 pp
☆Gemmer Asset Management LLC CIK 0001607825 0.773 187 16.6 1.3% 4 +1.1 pp +1.1 pp +1.1 pp +1.3 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 15.9 0.4% 1 +0.4 pp +0.4 pp -1.6 pp +0.4 pp
☆Summit Wealth Partners, LLC CIK 0002033312 0.391 280 15.9 2.5% 4 -0.4 pp -0.2 pp -0.3 pp +2.5 pp
☆Ensign Peak Advisors, Inc CIK 0001454984 0.904 1724 15.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STEPHENS GROUP ASSET MANAGEMENT, LLC CIK 0001726808 0.941 26 15.5 1.0% 4 -0.4 pp -0.4 pp -0.4 pp +1.0 pp
☆CVS HEALTH Corp (CVS) CIK 0000064803 0.189 21 15.5 7.3% 2 +3.6 pp +7.3 pp +7.3 pp +7.3 pp
☆KWMG, LLC CIK 0001633024 0.515 153 15.5 1.3% 4 +0.0 pp +0.1 pp +0.1 pp +1.3 pp
☆Prosperity Planning, Inc. CIK 0001843292 0.607 117 15.4 3.9% 4 +0.1 pp +0.2 pp +0.3 pp +3.9 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 15.4 0.4% 4 +0.0 pp +0.1 pp +0.1 pp +0.4 pp
☆Caldwell Trust Co CIK 0002080218 0.488 811 15.0 1.3% 6 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 14.9 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆CWM, LLC CIK 0001535847 0.788 5645 14.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mitsubishi UFJ Trust & Banking Corp CIK 0001462160 0.869 1541 14.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 14.6 0.2% 4 -0.1 pp -0.0 pp -0.1 pp +0.2 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 14.4 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆HALL CAPITAL MANAGEMENT CO INC CIK 0001122490 0.261 107 14.2 5.1% 4 +0.0 pp +0.5 pp +0.5 pp +5.1 pp
☆ABLE Financial Group, LLC CIK 0001977500 0.399 222 14.1 2.8% 4 +0.2 pp +0.2 pp +0.3 pp +2.8 pp
☆Disciplina Capital Management LLC CIK 0001993404 0.906 68 14.1 1.5% 4 +0.1 pp +0.1 pp -0.3 pp +1.5 pp
☆Secure Asset Management, LLC CIK 0001800692 0.269 320 14.0 2.2% 4 +0.2 pp +0.2 pp +0.4 pp +2.2 pp
☆Bernardo Wealth Planning LLC CIK 0001765595 0.655 139 13.9 2.7% 4 +0.1 pp +0.1 pp +0.1 pp +2.7 pp
☆Gradient Investments LLC CIK 0001542265 0.563 448 13.9 0.2% 4 +0.0 pp +0.0 pp -0.4 pp +0.2 pp
☆Wharton Business Group, LLC CIK 0001513126 0.834 142 13.8 0.5% 4 +0.1 pp +0.0 pp +0.2 pp +0.5 pp
☆TCTC Holdings, LLC CIK 0001483870 0.833 240 13.6 0.4% 4 -0.0 pp -0.0 pp -0.1 pp +0.4 pp
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☆First International Bank & Trust CIK 0001910370 0.812 56 0.0 0.0% 0 +0.0 pp -0.6 pp -0.8 pp +0.0 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 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 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Investors Research Corp CIK 0001730630 0.347 805 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Caprock Group, LLC CIK 0001610769 0.496 1234 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 -0.6 pp -0.6 pp -0.6 pp +0.0 pp
☆Mowery & Schoenfeld Wealth Management, LLC CIK 0002019946 0.169 363 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRANSATLANTIQUE PRIVATE WEALTH LLC CIK 0001935000 0.000 0 0.0 0.0% 0 -0.6 pp -0.6 pp -0.4 pp -0.4 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
☆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
☆Columbia Bank CIK 0002017259 0.353 165 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Pinnacle Financial Partners Inc CIK 0001115055 0.553 459 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 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
☆Running Point Capital Advisors, LLC CIK 0001840629 0.480 189 0.0 0.0% 0 -0.6 pp -0.7 pp -0.7 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
☆PRELUDE CAPITAL MANAGEMENT, LLC CIK 0001387508 0.030 1171 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 -0.0 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
☆FINEMARK NATIONAL BANK & TRUST CIK 0001537720 0.701 452 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 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
☆First International Bank of Israel Ltd. CIK 0002081196 0.462 69 0.0 0.0% 0 -0.4 pp -0.4 pp +0.0 pp +0.0 pp
☆FWG Holdings, LLC CIK 0001862067 0.188 127 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆Gilbert & Cook, Inc. CIK 0001675762 0.858 229 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆1834 INVESTMENT ADVISORS CO CIK 0001138486 0.415 211 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Reyes Financial Architecture, Inc. CIK 0002047201 0.000 317 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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
☆VISIONARY HORIZONS, LLC CIK 0002003615 0.392 145 0.0 0.0% 0 -0.1 pp -0.1 pp -0.2 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
☆JARISLOWSKY, FRASER Ltd CIK 0001123778 0.890 192 0.0 0.0% 0 +0.0 pp -0.1 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
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆TWIN CITY PRIVATE WEALTH, LLC CIK 0002021982 0.133 104 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 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
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 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 +0.0 pp -0.8 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
☆Goldstone Financial Group, LLC CIK 0002040021 0.460 240 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Guerra Advisors Inc CIK 0002055363 0.000 0 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 -1.4 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
☆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
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 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 -0.2 pp +0.0 pp
☆BRADY FAMILY WEALTH, LLC CIK 0001971456 0.368 113 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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
☆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
☆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
☆Alexis Investment Partners, LLC CIK 0002054271 0.135 38 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp +0.0 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 -0.0 pp -0.1 pp -0.2 pp +0.0 pp
☆MAGNOLIA CAPITAL ADVISORS LLC CIK 0001803662 0.222 295 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆BFSG, LLC CIK 0001706836 0.376 765 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆XTX Topco Ltd CIK 0001828301 0.023 4087 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 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆OXFORD FINANCIAL GROUP, LTD. LLC CIK 0001245862 0.853 296 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRITONPOINT WEALTH, LLC CIK 0002008171 0.504 281 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆First Affirmative Financial Network CIK 0001656282 0.123 325 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 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 +0.0 pp -0.1 pp -0.6 pp +0.0 pp
☆MARYLAND CAPITAL ADVISORS INC. CIK 0001891201 0.681 1043 0.0 0.0% 0 -22.2 pp -20.9 pp -19.2 pp +0.0 pp
☆TFB Advisors LLC CIK 0001965201 0.232 190 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆COBBLESTONE CAPITAL ADVISORS LLC /NY/ CIK 0001033505 0.775 304 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 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
☆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
☆Janney Capital Management LLC CIK 0001569855 0.432 253 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 +0.0 pp +0.0 pp -0.6 pp +0.0 pp
☆Stonekeep Investments, LLC CIK 0002032486 0.516 81 0.0 0.0% 0 +0.0 pp -0.6 pp -0.6 pp +0.0 pp
☆COLTON GROOME FINANCIAL ADVISORS, LLC CIK 0001780330 0.530 164 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 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
☆MERITAGE PORTFOLIO MANAGEMENT CIK 0000881432 0.493 322 0.0 0.0% 0 -0.6 pp -0.6 pp -0.6 pp +0.0 pp
☆Endurance Services Ltd CIK 0002011025 0.942 8 0.0 0.0% 0 +0.0 pp -0.9 pp -0.9 pp +0.0 pp
☆Ballentine Partners, LLC CIK 0001374889 0.936 1078 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Motiv8 Investments LLC CIK 0002024873 0.073 1068 0.0 0.0% 0 -0.0 pp +0.0 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
☆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
☆Westshore Wealth, LLC CIK 0001806366 0.670 107 0.0 0.0% 0 -0.1 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
☆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
☆ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PAYDEN & RYGEL CIK 0000919219 0.212 131 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆American Family Investments, Inc. CIK 0002029723 0.976 13 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 pp +0.0 pp
☆PANORAMIC INVESTMENT ADVISORS, LLC CIK 0001967332 0.317 141 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
☆NYL Investors LLC CIK 0001606720 0.731 29 0.0 0.0% 0 +0.0 pp +0.0 pp -0.7 pp +0.0 pp
☆Spectrum Planning & Advisory Services Inc. CIK 0001725394 0.277 120 0.0 0.0% 0 -0.4 pp -0.1 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
☆Future Financial Wealth Managment LLC CIK 0001801892 0.366 132 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆MEMBERS CAPITAL ADVISORS INC CIK 0001025421 0.642 7 0.0 0.0% 0 +0.0 pp -29.3 pp -29.2 pp +0.0 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Precision Wealth Strategies, LLC CIK 0001844197 0.113 170 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 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
☆SONA ASSET MANAGEMENT (US) LLC CIK 0001856405 0.084 390 0.0 0.0% 0 -3.9 pp -2.4 pp -4.5 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
☆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
☆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
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 (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