Signals

IGSB

1265 in-universe funds with a nonzero position in IGSB within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#44
Score / z4.386 / 5.27
Consensus348.15 over 665 funds
Momentum-0.23 ≠

Price & positioning

248 cached closes, trailing year
Drawdown-0%
Short interest+13% / 1.3d ⚡

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

No ownership or capital-structure filings on file for this ticker.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
Fund Positions
Quarters Held

Fund holders

Fund Quality Q Positions Value ($M) % of Fund AUM Qtrs Held Δ 1Q Δ 2Q Δ 3Q Δ 4Q
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 1,375.9 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Matson Money. Inc. CIK 0001672512 0.979 9 813.1 22.6% 5 -1.4 pp -1.0 pp -1.1 pp -1.6 pp
EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 718.6 2.7% 3 -0.3 pp -0.1 pp +2.7 pp +0.1 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 660.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 524.2 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
ALLSTATE CORP (ALL, ALL-PB, ALL-PH, ALL-PI, ALL-PJ) CIK 0000899051 0.706 1338 480.1 4.8% 5 +2.0 pp +1.0 pp -3.5 pp -13.7 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 462.2 0.0% 7 -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 434.0 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
BARINGS LLC CIK 0000009015 0.845 191 358.5 6.4% 5 +0.6 pp -0.3 pp -0.5 pp -2.1 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 358.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 336.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 319.0 0.5% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 288.7 0.0% 5 -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 288.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 230.2 0.1% 6 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 208.6 0.0% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 206.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 192.1 0.2% 6 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
LPL Financial LLC CIK 0001403438 0.957 5996 184.8 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Pure Financial Advisors, LLC CIK 0001571556 0.884 636 173.7 2.2% 5 -2.4 pp -2.6 pp -2.2 pp -2.3 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 171.9 0.1% 5 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
Members Trust Co CIK 0001677560 0.939 170 167.8 5.2% 5 -0.4 pp -0.1 pp -0.0 pp -0.2 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 145.1 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 131.5 1.6% 5 -0.3 pp -0.2 pp -0.1 pp -0.2 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 129.0 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Composition Wealth, LLC CIK 0001585859 0.755 995 125.8 1.5% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 122.1 0.1% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
FMR LLC CIK 0000315066 0.989 5571 117.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 113.6 0.4% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 110.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 106.3 0.2% 5 -0.0 pp +0.0 pp -0.1 pp -0.1 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 101.9 0.2% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 99.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Parkside Investments, LLC CIK 0001706248 0.662 91 98.3 10.9% 5 -0.4 pp +0.2 pp +0.5 pp +1.4 pp
Williams Jones Wealth Management, LLC. CIK 0001788587 0.816 547 97.3 1.1% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
MAI Capital Management CIK 0001040197 0.725 1889 96.2 0.4% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Busey Bank CIK 0001427202 0.741 388 96.0 2.3% 5 -0.3 pp -0.2 pp -0.4 pp -0.6 pp
RiverFront Investment Group, LLC CIK 0001469751 0.690 427 89.3 1.2% 5 -0.1 pp -0.0 pp +0.8 pp +0.8 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 88.9 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Haverford Trust Co CIK 0000842941 0.805 424 86.8 0.7% 5 -0.2 pp -0.1 pp -0.1 pp -0.1 pp
Destination Wealth Management CIK 0001278573 0.701 325 83.6 2.0% 5 -0.2 pp -0.1 pp -0.2 pp -0.2 pp
One Capital Management, LLC CIK 0001606588 0.779 522 82.6 2.3% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 79.6 0.4% 5 -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 72.8 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MARYLAND CAPITAL ADVISORS INC. CIK 0001891201 0.681 1043 72.0 23.1% 1 +23.1 pp +0.8 pp +2.1 pp +3.9 pp
Mariner, LLC CIK 0001373442 0.925 3517 70.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 68.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
BUFFALO BUSINESS & ESTATE SERVICES LTD CIK 0002103405 0.602 105 62.4 7.9% 2 +7.8 pp +7.9 pp +7.9 pp +7.9 pp
Dakota Wealth Management CIK 0001631353 0.544 771 57.9 1.1% 5 -0.0 pp +0.2 pp +0.3 pp +0.3 pp
TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 55.4 1.0% 5 -0.1 pp +0.1 pp +0.2 pp +0.2 pp
GREENWOOD GEARHART LLC CIK 0001084683 0.702 168 55.0 2.6% 5 -0.2 pp -0.1 pp -0.1 pp -1.2 pp
SUMITOMO MITSUI FINANCIAL GROUP, INC. (SMFG, SMFNF) CIK 0001022837 0.906 175 54.5 1.0% 6 -0.1 pp +0.1 pp +0.1 pp +0.3 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 53.4 0.1% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 51.8 6.5% 7 -0.1 pp +0.9 pp +6.1 pp +6.5 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 48.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Bangor Savings Bank CIK 0001352675 0.827 543 47.6 3.5% 5 -0.2 pp -0.1 pp +0.0 pp -0.1 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 47.0 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Zurich Insurance Group Ltd/FI CIK 0001127799 0.439 323 46.9 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 46.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CVS HEALTH Corp (CVS) CIK 0000064803 0.189 21 46.6 20.7% 3 +13.4 pp +17.0 pp +20.7 pp +20.7 pp
CUTLER INVESTMENT COUNSEL LLC CIK 0001285973 0.539 157 46.2 4.4% 5 -0.3 pp -0.3 pp -0.2 pp -0.2 pp
RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 45.0 0.7% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
FIDUCIARY TRUST CO CIK 0000035442 0.872 892 44.0 0.5% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 43.8 0.1% 6 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 42.7 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
PDS Planning, Inc CIK 0000838618 0.712 609 42.0 2.4% 5 -0.2 pp -0.1 pp -0.3 pp -0.4 pp
Nelson Capital Management, LLC CIK 0001512611 0.806 120 40.7 4.5% 5 -0.2 pp +0.4 pp +0.8 pp +0.8 pp
MONOGRAPH WEALTH ADVISORS, LLC CIK 0001776588 0.876 143 39.9 3.3% 5 +0.1 pp +0.3 pp +0.4 pp -0.1 pp
Stockman Wealth Management, Inc. CIK 0001389400 0.481 178 39.3 4.1% 5 -0.2 pp -0.1 pp -0.1 pp -0.4 pp
Clearwater Capital Advisors, LLC CIK 0001690531 0.787 189 38.8 2.8% 5 -0.3 pp -0.5 pp -2.3 pp -2.4 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 38.1 0.7% 5 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Parallel Advisors, LLC CIK 0001690010 0.782 3893 36.0 0.5% 5 -0.1 pp +0.3 pp +0.3 pp +0.2 pp
Schaeffer Financial LLC CIK 0001898838 0.812 27 35.3 27.3% 5 -1.4 pp -0.8 pp +7.7 pp +9.4 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 35.1 0.1% 5 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 34.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 34.8 1.3% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Wharton Business Group, LLC CIK 0001513126 0.834 142 34.7 1.2% 5 +0.6 pp +0.7 pp +0.7 pp +0.9 pp
NewSquare Capital LLC CIK 0001546989 0.510 227 31.9 2.4% 5 -0.3 pp -0.1 pp +0.0 pp -0.2 pp
Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1370 31.7 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 31.0 0.6% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
NorthCoast Asset Management LLC CIK 0001665198 0.584 478 30.9 0.7% 6 -0.0 pp +0.4 pp +0.3 pp +0.3 pp
ARKANSAS FINANCIAL GROUP, INC. CIK 0000764611 0.785 97 30.5 4.0% 5 -0.4 pp -0.6 pp -0.8 pp -1.4 pp
LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 30.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 29.7 0.3% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
FIRST AMERICAN TRUST, FSB CIK 0000036066 0.429 307 29.4 1.8% 4 +0.2 pp +1.0 pp +1.1 pp +1.8 pp
STEPHENS INC /AR/ CIK 0000757657 0.689 1332 28.6 0.3% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 27.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 27.8 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Klaas Financial Asset Advisors, LLC CIK 0001819279 0.898 59 27.7 3.4% 1 +3.4 pp -4.7 pp -4.4 pp -4.6 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 26.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 26.6 0.1% 5 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
MEMBERS CAPITAL ADVISORS INC CIK 0001025421 0.642 7 26.2 22.5% 1 +22.5 pp +22.5 pp -6.8 pp -6.7 pp
DT Investment Partners, LLC CIK 0001537621 0.779 512 26.0 1.9% 5 -0.2 pp -0.1 pp -0.4 pp -0.5 pp
Fiduciary Group, LLC CIK 0001645890 0.530 305 25.2 2.0% 5 -0.2 pp -0.0 pp +0.0 pp -0.1 pp
BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 25.1 0.3% 5 -0.0 pp -0.0 pp -0.1 pp -0.2 pp
Lutz Financial Services LLC CIK 0001737112 0.849 112 25.1 1.5% 5 -0.2 pp -0.2 pp -0.3 pp -0.4 pp
Wellington Grp LLC CIK 0002134013 0.401 144 24.7 7.6% 2 +0.0 pp +7.6 pp +7.6 pp +7.6 pp
Blue Fin Capital, Inc. CIK 0001576102 0.631 164 24.6 3.6% 5 -0.2 pp +0.2 pp +0.5 pp +0.5 pp
ARCH CAPITAL GROUP LTD. (ACGL, ACGLN, ACGLO) CIK 0000947484 0.925 4 24.6 8.5% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Courage Miller Partners, LLC CIK 0001482106 0.690 87 24.4 6.4% 5 -0.2 pp -0.5 pp -0.4 pp -0.1 pp
Alesco Advisors, LLC, An ESL Co CIK 0001269978 0.940 230 24.4 0.6% 5 +0.1 pp +0.2 pp +0.1 pp +0.1 pp
BAR HARBOR WEALTH MANAGEMENT CIK 0001035463 0.603 268 23.3 1.3% 5 -0.1 pp -0.0 pp +0.0 pp -0.0 pp
Ameliora Wealth Management Ltd. CIK 0001910168 0.478 229 22.9 6.8% 5 -0.6 pp +3.4 pp +4.7 pp +4.5 pp
JACOBSON & SCHMITT ADVISORS, LLC CIK 0001632096 0.374 81 22.2 3.6% 5 -0.3 pp +0.1 pp +0.1 pp +0.2 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 22.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Northstar Advisory Group, LLC CIK 0001816000 0.138 118 21.6 6.7% 5 -0.9 pp +1.8 pp +2.4 pp +5.3 pp
Strategic Investment Advisors / MI CIK 0001760540 0.707 398 21.5 1.3% 5 -0.3 pp -0.3 pp +0.1 pp -0.1 pp
PRESILIUM PRIVATE WEALTH, LLC CIK 0001939831 0.859 96 20.9 3.2% 5 -0.2 pp -0.1 pp -0.1 pp -0.0 pp
FIRST CITIZENS BANK & TRUST CO CIK 0001092203 0.598 644 20.2 0.3% 5 -0.1 pp -0.1 pp -0.1 pp -0.0 pp
Elevate Capital Advisors, LLC CIK 0001909571 0.156 76 20.2 11.2% 3 -0.6 pp +2.8 pp +11.2 pp +11.2 pp
JBGlobal.com LLC CIK 0002051348 0.702 32 20.1 17.6% 5 -2.3 pp -7.4 pp -2.4 pp -1.8 pp
Alley Investment Management Company, LLC CIK 0001917618 0.425 89 19.5 2.3% 5 -0.1 pp +0.1 pp +0.0 pp -0.0 pp
Black Diamond Financial, LLC CIK 0001759236 0.676 198 19.3 1.7% 5 -0.2 pp +0.0 pp +0.1 pp -0.0 pp
Amtrust Financial Services, Inc. CIK 0001365555 0.912 15 19.3 5.7% 5 -0.7 pp -0.4 pp -0.8 pp -1.2 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 19.2 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Creative Planning CIK 0001540235 0.979 4196 19.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Discipline Wealth Solutions, LLC CIK 0002010507 0.634 197 19.1 1.7% 5 -0.2 pp -1.5 pp -2.3 pp -3.9 pp
ATWOOD & PALMER INC CIK 0001044929 0.598 495 19.0 1.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Arax Advisory Partners CIK 0001586767 0.170 5155 18.9 0.1% 2 -0.3 pp +0.1 pp +0.1 pp -1.9 pp
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 18.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GUGGENHEIM CAPITAL LLC CIK 0001283072 0.662 1702 18.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ANCHOR CAPITAL ADVISORS LLC CIK 0000813933 0.410 245 17.3 0.5% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 17.1 0.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
DAVENPORT & Co LLC CIK 0000887777 0.753 1328 17.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 17.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 17.0 0.4% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Johns Hopkins University CIK 0001764756 0.949 18 16.9 1.1% 5 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
Prosperity Planning, Inc. CIK 0001843292 0.607 117 16.6 3.8% 5 -0.1 pp +0.0 pp +0.2 pp +0.2 pp
Gemmer Asset Management LLC CIK 0001607825 0.773 187 16.6 1.1% 5 -0.2 pp +0.9 pp +0.9 pp +0.9 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 16.6 0.1% 5 -0.1 pp -0.0 pp -0.0 pp -0.1 pp
KWMG, LLC CIK 0001633024 0.515 153 16.4 1.2% 5 -0.1 pp -0.1 pp -0.0 pp +0.0 pp
GSA CAPITAL PARTNERS LLP CIK 0001362033 0.012 1692 16.4 1.0% 2 -0.2 pp +1.0 pp +1.0 pp +1.0 pp
STEPHENS GROUP ASSET MANAGEMENT, LLC CIK 0001726808 0.941 26 16.2 0.9% 5 -0.1 pp -0.4 pp -0.4 pp -0.5 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 16.0 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Caldwell Trust Co CIK 0002080218 0.488 811 15.8 1.3% 7 -0.1 pp +0.0 pp +0.1 pp +0.1 pp
Ensign Peak Advisors, Inc CIK 0001454984 0.904 1724 15.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
North Dakota State Investment Board CIK 0002064039 0.492 826 15.6 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
Mitsubishi UFJ Trust & Banking Corp CIK 0001462160 0.869 1541 15.2 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
EQUITABLE TRUST CO CIK 0000033250 0.557 452 15.1 0.6% 5 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
ABLE Financial Group, LLC CIK 0001977500 0.400 222 15.1 2.5% 5 -0.2 pp +0.0 pp -0.0 pp +0.1 pp
Secure Asset Management, LLC CIK 0001800692 0.269 320 14.9 2.1% 5 -0.1 pp +0.1 pp +0.1 pp +0.3 pp
Summit Financial, LLC CIK 0001765536 0.662 1580 14.9 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 14.8 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.1 pp
ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 14.7 0.5% 5 -0.1 pp -0.1 pp -0.0 pp -0.0 pp
Bernardo Wealth Planning LLC CIK 0001765595 0.655 139 14.6 2.5% 5 -0.2 pp -0.1 pp -0.1 pp -0.1 pp
HALL CAPITAL MANAGEMENT CO INC CIK 0001122490 0.261 107 14.5 4.5% 5 -0.5 pp -0.5 pp -0.1 pp -0.0 pp
Fortis Capital Management LLC CIK 0001802167 0.488 235 14.4 1.6% 5 -0.2 pp -0.2 pp -0.2 pp -0.3 pp
CHOREO, LLC CIK 0001679031 0.797 1690 14.3 0.2% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Summit Wealth Partners, LLC CIK 0002033312 0.391 280 13.9 2.0% 5 -0.5 pp -0.9 pp -0.7 pp -0.8 pp
Smithfield Trust Co CIK 0001019754 0.756 1080 13.5 0.5% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
TCTC Holdings, LLC CIK 0001483870 0.833 240 13.5 0.4% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
MTC Wealth Management LLC CIK 0001821455 0.811 14 13.3 6.0% 5 -0.4 pp +0.2 pp +0.2 pp -0.0 pp
Galilei Investment Office LLP CIK 0002043729 0.821 28 13.3 6.1% 6 +0.2 pp +0.7 pp +1.0 pp +0.8 pp
AFFINITY WEALTH LLC CIK 2111764 0.876 27 13.3 7.1% 2 -1.1 pp +7.1 pp +7.1 pp +7.1 pp
Paulson Wealth Management Inc. CIK 0001731878 0.693 146 13.2 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
Kiker Wealth Management, LLC CIK 0002042502 0.137 161 13.1 5.1% 5 -0.0 pp -11.0 pp +0.8 pp +0.6 pp
Disciplina Capital Management LLC CIK 0001993404 0.906 68 13.0 1.3% 5 -0.1 pp -0.1 pp -0.1 pp -0.4 pp
REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 13.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Smith Salley Wealth Management CIK 0001482012 0.574 275 12.9 0.6% 5 -0.1 pp -0.1 pp -0.0 pp +0.1 pp
Sigma Planning Corp CIK 0001449126 0.520 1394 12.8 0.3% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
NBT BANK, N.A. CIK 0000898413 0.440 1069 12.7 0.8% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 12.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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CIBC Bancorp USA Inc. CIK 0001711924 0.876 1843 12.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Goelzer Investment Management, Inc. CIK 0001550057 0.758 314 12.5 0.5% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 12.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
D L CARLSON INVESTMENT GROUP INC CIK 0001021117 0.434 133 12.3 2.0% 5 -0.1 pp +0.2 pp -1.1 pp -1.1 pp
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Avior Wealth Management, LLC CIK 0001599868 0.477 787 11.4 0.3% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Wealth Forward, LLC CIK 0002012773 0.716 49 10.9 5.4% 4 -0.7 pp -0.7 pp -0.8 pp +5.4 pp
Global Retirement Partners, LLC CIK 0001749744 0.465 4501 10.7 0.2% 1 +0.2 pp +0.0 pp +0.0 pp +0.2 pp
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Wealthstar Advisors, LLC CIK 0001602224 0.189 113 10.2 5.1% 5 -0.9 pp -0.4 pp +2.5 pp +2.7 pp
Powers Advisory Group, LLC CIK 0001927474 0.567 130 10.0 3.1% 5 -0.4 pp -0.4 pp -0.7 pp -1.5 pp
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DELTA ASSET MANAGEMENT LLC/TN CIK 0000860857 0.649 599 9.9 0.9% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
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Sandy Cove Advisors, LLC CIK 0001908217 0.489 162 9.8 2.5% 4 -0.9 pp -0.8 pp +0.2 pp +2.5 pp
Heck Capital Advisors, LLC CIK 0002046227 0.468 214 9.8 0.6% 7 -0.1 pp -0.2 pp -0.2 pp -0.1 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 9.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 9.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
BlueSky Wealth Advisors, LLC CIK 0001704107 0.722 111 9.5 1.1% 5 -0.1 pp -0.4 pp -0.4 pp -0.6 pp
Kelsey Financial, LLC CIK 0002022609 0.607 65 9.4 7.2% 2 -0.9 pp +7.2 pp +7.2 pp +7.2 pp
Artesa Financial Group, LLC CIK 0002109808 0.357 62 9.4 8.0% 2 -0.7 pp +8.0 pp +8.0 pp +8.0 pp
BURNS J W & CO INC/NY CIK 0001047339 0.575 189 9.4 1.0% 5 -0.0 pp +0.2 pp +0.4 pp +0.4 pp
Procyon Advisors, LLC CIK 0001804329 0.458 586 8.6 0.4% 5 -0.1 pp -0.1 pp -0.3 pp -0.7 pp
JPL Wealth Management, LLC CIK 0002010710 0.274 1876 8.5 1.7% 5 -0.4 pp -0.4 pp -0.2 pp -0.4 pp
DIMENSION CAPITAL MANAGEMENT LLC CIK 0001041773 0.706 139 8.5 1.0% 5 -0.2 pp -0.2 pp -0.3 pp -0.1 pp
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SeaBridge Investment Advisors LLC CIK 0001304229 0.321 188 8.4 1.2% 4 -0.0 pp -0.0 pp -0.1 pp +1.2 pp
Aspen Investment Management Inc CIK 0001541596 0.290 187 8.3 2.2% 5 -0.2 pp -0.1 pp -0.4 pp -0.3 pp
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CROBAN CIK 0001694663 0.128 81 8.2 3.6% 7 +0.6 pp +0.7 pp +1.2 pp +1.2 pp
Larson Financial Group LLC CIK 0001731061 0.550 3722 8.1 0.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
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SEMITAM BONAM LLC CIK 0001922963 0.549 50 8.1 5.9% 4 -0.5 pp -0.2 pp -0.3 pp +5.9 pp
Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 8.0 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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Capital Investment Counsel, LLC CIK 0002033609 0.304 152 7.0 0.9% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
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Jaffetilchin Investment Partners, LLC CIK 0001404652 0.467 461 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
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Trek Financial, LLC CIK 0001768195 0.100 501 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
SIMON QUICK ADVISORS, LLC CIK 0001692038 0.785 421 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 +0.0 pp -0.1 pp -0.1 pp -0.2 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
Sovran Advisors, LLC CIK 0002051471 0.318 615 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Seelaus Asset Management LLC CIK 0001705655 0.067 204 0.0 0.0% 0 -0.2 pp -0.3 pp -0.3 pp -0.3 pp
DDFG, Inc CIK 0001967640 0.535 91 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.8 pp
Better Money Decisions, LLC CIK 0001858428 0.558 74 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -9.7 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 +0.0 pp +0.0 pp -0.1 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
TRANSATLANTIQUE PRIVATE WEALTH LLC CIK 0001935000 0.000 0 0.0 0.0% 0 +0.0 pp -0.6 pp -0.6 pp -0.4 pp
One Day In July LLC CIK 0001823172 0.854 167 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp -0.3 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
D.B. Root & Company, LLC CIK 0001731717 0.580 207 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
BTG Pactual Asset Management US LLC CIK 0001569579 0.314 415 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 +0.0 pp +0.0 pp -0.1 pp -0.1 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
Future Financial Wealth Managment LLC CIK 0001801892 0.366 132 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
waypoint wealth counsel CIK 0001807909 0.207 149 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.2 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
MBL Wealth, LLC CIK 0001845785 0.684 381 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Insight Wealth Partners, LLC CIK 0001627003 0.000 135 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
First Washington CORP CIK 0001390043 0.501 51 0.0 0.0% 0 -0.2 pp -0.4 pp -0.4 pp -0.5 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
Premier Financial Group CIK 0001989061 0.418 234 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
Endurance Services Ltd CIK 0002011025 0.942 8 0.0 0.0% 0 +0.0 pp +0.0 pp -0.9 pp -0.9 pp
Siligmueller & Norvid Wealth Advisors LLC CIK 0002052591 0.000 156 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
FINANCIAL LIFE ADVISORS CIK 0001730813 0.661 60 0.0 0.0% 0 -0.2 pp -0.2 pp -0.4 pp -0.6 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
CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 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
Transamerica Financial Advisors, LLC CIK 0001502149 0.192 2188 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 +0.0 pp -0.6 pp -0.6 pp -0.6 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
Costello Asset Management, INC CIK 0001760145 0.423 710 0.0 0.0% 0 -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% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Manchester Capital Management LLC CIK 0001393389 0.560 1313 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
MATTERN CAPITAL MANAGEMENT, LLC CIK 0001803227 0.272 166 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.1 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
GAMCO INVESTORS, INC. ET AL CIK 0000807249 0.616 938 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Essential Partners LLC CIK 0002136442 0.019 2853 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
M Holdings Securities, Inc. CIK 0001569638 0.030 148 0.0 0.0% 0 -0.2 pp -0.2 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
Financial Freedom, LLC CIK 0001965484 0.294 107 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 +0.0 pp +0.0 pp -0.2 pp
STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC CIK 0002105785 0.309 70 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
XY Planning Network, Inc. CIK 0001873438 0.270 340 0.0 0.0% 0 -0.2 pp -0.2 pp -0.4 pp -0.4 pp
CIM, LLC CIK 0001364725 0.348 169 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 +0.0 pp -0.1 pp -0.1 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
TFB Advisors LLC CIK 0001965201 0.232 190 0.0 0.0% 0 +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 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Voya Financial Advisors, Inc. CIK 0001424367 0.864 208 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
AllSquare Wealth Management LLC CIK 0001633674 0.497 539 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp -0.3 pp
DOHJ, LLC CIK 0001801881 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.6 pp
Wambolt & Associates, LLC CIK 0001755723 0.248 171 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
Astoria Strategic Wealth, Inc. CIK 0001777914 0.828 36 0.0 0.0% 0 -5.1 pp -5.0 pp -5.2 pp -5.6 pp
TWIN CITY PRIVATE WEALTH, LLC CIK 0002021982 0.133 104 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
SteelPeak Wealth, LLC CIK 0001801868 0.452 596 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 +0.0 pp -0.6 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
Marmo Financial Group, LLC CIK 0001964829 0.764 38 0.0 0.0% 0 -3.6 pp -3.6 pp -3.6 pp -3.6 pp
Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 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
EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
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
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
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 +0.0 pp +0.0 pp -0.1 pp
Verum Partners LLC CIK 0001958984 0.585 200 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 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
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
Squarepoint Ops LLC CIK 0001642575 0.419 2729 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
Spectrum Planning & Advisory Services Inc. CIK 0001725394 0.277 120 0.0 0.0% 0 +0.0 pp -0.4 pp -0.1 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
Coordinated Financial Services, Inc. CIK 0002055532 0.207 175 0.0 0.0% 0 -0.9 pp -0.9 pp -0.9 pp +0.0 pp
Money Design Co.,Ltd. CIK 0001721608 0.864 72 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -3.1 pp
WBI INVESTMENTS, LLC CIK 0001397424 0.050 286 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
Abacus Planning Group, Inc. CIK 0001602730 0.709 258 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Winthrop Capital Management, LLC CIK 0002010657 0.431 351 0.0 0.0% 0 +0.0 pp -0.5 pp -0.5 pp -0.5 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
B. Riley Wealth Advisors, Inc. CIK 0001464811 0.380 831 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 +0.0 pp +0.0 pp -0.1 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
TRITONPOINT WEALTH, LLC CIK 0002008171 0.504 281 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
Merkkuri Wealth Advisors LLC CIK 0002040317 0.191 81 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 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
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
Mattson Financial Services, LLC CIK 0002034595 0.217 235 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
CONFLUENCE INVESTMENT MANAGEMENT LLC CIK 0001442056 0.608 290 0.0 0.0% 0 -0.2 pp -0.1 pp -0.1 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
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
Transce3nd, LLC CIK 0002023570 0.000 170 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 -0.1 pp -0.0 pp +0.0 pp -0.0 pp
Systelligence, LLC CIK 0001882691 0.094 62 0.0 0.0% 0 -0.3 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
VISION FINANCIAL MARKETS LLC CIK 0001378145 0.324 413 0.0 0.0% 0 +0.0 pp -0.5 pp -0.4 pp -0.4 pp
Gunma Bank,Ltd. CIK 0001549449 0.386 31 0.0 0.0% 0 +0.0 pp +0.0 pp -4.3 pp -2.7 pp
WOLFF WIESE MAGANA LLC CIK 0001832097 0.120 1027 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
PROATHLETE WEALTH MANAGEMENT LLC CIK 0002012065 0.829 300 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 +0.0 pp +0.0 pp -0.4 pp
CAPITAL CITY TRUST CO/FL CIK 0001095836 0.561 129 0.0 0.0% 0 +0.0 pp +0.0 pp -0.9 pp -1.0 pp
TOWNSQUARE CAPITAL LLC CIK 0001761755 0.284 284 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 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
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
SIGNET FINANCIAL MANAGEMENT, LLC CIK 0001600307 0.341 299 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
CAPITAL INSIGHT PARTNERS, LLC CIK 0001664385 0.000 0 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.3 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
Fortitude Family Office, LLC CIK 0001950506 0.539 2269 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 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
CORNERSTONE ENTERPRISES, LLC CIK 0001987314 0.535 42 0.0 0.0% 0 -1.7 pp -1.5 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
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 (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — 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