Signals

← Signals

☆IGV

662 in-universe funds with a nonzero position in IGV within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#2247
Score / z0.003 / -0.01
Consensus221.98 over 457 funds
Momentumnot computed

Price & positioning

224 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

Forensics

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

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

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

LLM reads

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

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆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 863.7 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 457.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 374.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 345.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 345.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 263.1 0.1% 2 +0.0 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 260.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 259.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 244.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MENORA MIVTACHIM HOLDINGS LTD. CIK 0001351917 0.833 173 221.3 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 193.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 191.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Main Management ETF Advisors, LLC CIK 0001698607 0.659 103 182.8 7.6% 1 +7.6 pp +7.6 pp +7.6 pp +7.6 pp
☆WestEnd Advisors, LLC CIK 0001351731 0.808 408 177.6 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
☆Phoenix Financial Ltd. CIK 0001679543 0.682 519 148.1 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 120.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 113.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Twin Tree Management, LP CIK 0001535588 0.000 420 99.6 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 99.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 87.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nan Shan Life Insurance Co., Ltd. CIK 0001730464 0.268 82 71.7 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 70.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 66.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 60.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 57.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 56.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 51.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 48.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Main Management LLC CIK 0001583092 0.804 95 48.0 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 47.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SP Asset Management LLC CIK 0001962086 0.687 137 46.7 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 39.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 38.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Northeast Financial Consultants Inc CIK 0001599863 0.818 299 35.4 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 31.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 31.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Wellspring Financial Advisors, LLC CIK 0001811308 0.785 288 30.8 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆BARINGS LLC CIK 0000009015 0.845 191 29.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 29.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆SPC Financial, Inc. CIK 0001415201 0.541 278 26.5 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 26.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆PRUDENTIAL PLC CIK 0000898419 0.878 691 25.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆L & S Advisors Inc CIK 0001392364 0.047 236 23.1 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Maxi Investments CY Ltd CIK 0001838222 0.024 72 23.0 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 22.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 22.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 20.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Crestwood Advisors Group, LLC CIK 0001426853 0.707 877 20.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Black Swift Group, LLC CIK 0001704212 0.419 143 17.5 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 16.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NOESIS CAPITAL MANGEMENT CORP CIK 0001262677 0.606 124 16.5 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆Anfield Capital Management, LLC CIK 0001602020 0.265 715 15.2 5.0% 1 +5.0 pp +5.0 pp +5.0 pp +5.0 pp
☆FIDUCIARY TRUST CO CIK 0000035442 0.872 892 14.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆LOWE BROCKENBROUGH & CO INC CIK 0000022657 0.658 341 14.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 13.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 13.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 13.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 12.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MinichMacGregor Wealth Management, LLC CIK 0001744318 0.177 150 12.9 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Gemmer Asset Management LLC CIK 0001607825 0.773 187 12.8 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 11.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 11.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Chicago Wealth Management, Inc. CIK 0001592178 0.085 63 11.6 5.5% 1 +5.5 pp +5.5 pp +5.5 pp +5.5 pp
☆TTP Investments, Inc. CIK 0001682576 0.000 30 11.6 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆Perbak Capital Partners LLP CIK 0001968437 0.000 0 11.2 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆IronBridge Private Wealth, LLC CIK 0001850996 0.379 47 11.2 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆BANK HAPOALIM BM CIK 0000902528 0.174 117 11.0 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Legacy Edge Advisors, LLC CIK 0002105396 0.655 239 11.0 1.5% 3 +0.1 pp -0.1 pp +1.5 pp +1.5 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 11.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆AVALON CAPITAL MANAGEMENT CIK 0001510809 0.347 126 10.3 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆J. Goldman & Co LP CIK 0001412741 0.000 383 10.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 9.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 9.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 9.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Altus Wealth Management, LLC CIK 0001802107 0.888 26 9.7 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 9.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Riggs Asset Managment Co. Inc. CIK 0001601348 0.181 132 9.3 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 9.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Principle Wealth Partners LLC CIK 0001743413 0.679 398 9.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Maven Securities LTD CIK 0001633046 0.047 164 9.0 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Seven Springs Wealth Group, LLC CIK 0001803898 0.779 85 8.8 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 8.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 8.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Silverleafe Capital Partners, LLC CIK 0001535611 0.335 99 8.4 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 8.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 8.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avestar Capital, LLC CIK 0001704404 0.627 490 7.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 7.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 7.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KWMG, LLC CIK 0001633024 0.515 153 7.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Mathes Company, Inc. CIK 0001389223 0.419 129 7.2 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 7.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆DELTEC ASSET MANAGEMENT LLC CIK 0001269950 0.274 264 6.8 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆SUMITOMO MITSUI FINANCIAL GROUP, INC. (SMFG, SMFNF) CIK 0001022837 0.906 175 6.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SFI Advisors, LLC CIK 0001911308 0.252 55 6.6 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
☆JMAC ENTERPRISES LLC CIK 0001907294 0.497 122 6.3 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Sage Advisory Services, Ltd.Co. CIK 0001534378 0.466 46 6.2 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆Horizon Wealth Management, LLC CIK 0001815123 0.198 148 6.1 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Schonfeld Strategic Advisors LLC CIK 0001665241 0.155 2292 6.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Well Done, LLC CIK 0001667132 0.522 202 6.0 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Silver Coast Investments LLC CIK 0002012033 0.588 121 6.0 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 5.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SFMG, LLC CIK 0001512026 0.796 334 5.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 5.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bawa N Mallick Trust CIK 0002040013 0.643 78 5.6 2.3% 2 +0.2 pp +2.3 pp +2.3 pp +2.3 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 5.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cadent Capital Advisors, LLC CIK 0001803536 0.232 200 5.5 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆HOLDERNESS INVESTMENTS CO CIK 0001184820 0.353 261 5.4 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆ALTFEST L J & CO INC CIK 0000712050 0.249 311 5.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 5.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 5.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 5.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆KKM Financial LLC CIK 0002001943 0.086 169 5.0 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 5.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 4.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PATTEN & PATTEN INC/TN CIK 0001044905 0.575 350 4.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆COTTONWOOD CAPITAL ADVISORS, LLC CIK 0001903321 0.386 88 4.9 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆FMR LLC CIK 0000315066 0.989 5571 4.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆StoneCrest Wealth Management, Inc. CIK 0002008409 0.141 73 4.8 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆VALLEY WEALTH MANAGERS, INC. CIK 0000924166 0.419 345 4.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 4.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bienville Capital Management, LLC CIK 0001605070 0.131 92 4.7 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Jasper Ridge Partners, L.P. CIK 0001453381 0.865 151 4.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 4.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆National Philanthropic Trust CIK 0001785342 0.575 409 4.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Creative Planning CIK 0001540235 0.979 4196 4.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 4.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Grandview Asset Management LLC CIK 0001766791 0.487 146 4.0 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 3.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Members Advisory Group LLC CIK 0001908587 0.055 42 3.8 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 3.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆VICUS CAPITAL CIK 0001544806 0.660 268 3.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆PURSUE WEALTH PARTNERS LLC CIK 0001911091 0.114 91 3.7 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Coastal Bridge Advisors, LLC CIK 0001665976 0.395 469 3.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 3.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Tudor Financial Inc. CIK 0002045307 0.221 152 3.6 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 3.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 3.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 3.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 3.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PEAK FINANCIAL ADVISORS LLC CIK 0001843309 0.106 78 3.5 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆CAPSTONE WEALTH MANAGEMENT GROUP, LLC CIK 0001923052 0.164 94 3.5 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆MOORE CAPITAL MANAGEMENT, LP CIK 0001448574 0.024 715 3.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 3.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 3.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1370 3.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FDx Advisors, Inc. CIK 0001566601 0.342 179 3.3 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Savoie Capital LLC CIK 0002001471 0.674 92 3.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 3.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GAMMA Investing LLC CIK 0002010235 0.492 4173 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FLAGSHIP WEALTH ADVISORS, LLC CIK 0002036117 0.193 484 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ritter Daniher Financial Advisory LLC / DE CIK 0001936603 0.757 602 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Founders Capital Management CIK 0001704300 0.418 420 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Westside Investment Management, Inc. CIK 0001538383 0.328 1446 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smallwood Wealth Investment Management, LLC CIK 0001921304 0.480 529 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nemes Rush Group LLC CIK 0001982273 0.516 945 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Capital Management, LLC CIK 0001921487 0.451 175 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DUNCKER STREETT & CO INC CIK 0001020585 0.316 521 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Central Pacific Bank - Trust Division CIK 0002020066 0.241 889 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EPG Wealth Management LLC CIK 0001803058 0.273 318 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARRETT & COMPANY, INC. CIK 0000887602 0.414 707 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tidemark, LLC CIK 0002009591 0.305 935 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Investment Solutions, Inc. /IL CIK 0001960144 0.439 707 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Millstone Evans Group, LLC CIK 0002041943 0.218 877 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pineridge Advisors LLC CIK 0002012421 0.000 0 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MB, LEVIS & ASSOCIATES, LLC CIK 0002065807 0.440 254 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cordant, Inc. CIK 0001830942 0.705 353 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Navigoe, LLC CIK 0002056100 0.632 1224 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Moisand Fitzgerald Tamayo, LLC CIK 0001649107 0.895 535 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BERKSHIRE CAPITAL HOLDINGS INC CIK 0001133742 0.000 122 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆West Branch Capital LLC CIK 0001738723 0.568 355 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kiker Wealth Management, LLC CIK 0002042502 0.137 161 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Bridge, LLC CIK 0001689144 0.181 322 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EQ WEALTH ADVISORS, LLC CIK 0002047572 0.510 57 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHESAPEAKE ASSET MANAGEMENT LLC CIK 0001079397 0.155 362 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆SFM, LLC CIK 0002064225 0.427 69 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Wisconsin Wealth Advisors, LLC CIK 0002073891 0.187 90 0.0 0.0% 0 -1.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mullaney, Keating & Wright, Inc. CIK 0002135840 0.681 74 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆Symmetry Investments LP CIK 0001691919 0.056 112 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆MRWM Advisors, LLC CIK 0001732949 0.327 80 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Norris Financial Group, LLC CIK 0002129318 0.094 82 0.0 0.0% 0 -1.3 pp -1.2 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 IGV). Qtrs Held counts distinct quarters this fund has actually held IGV (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its IGV position size. Δ columns are the percentage-point change in IGV's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — 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