Signals

← Signals

☆IGV

1159 in-universe funds with a nonzero position in IGV within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#701
Score / z0.201 / 0.23
Consensus309.85 over 616 funds
Momentum-0.35 ≠

Price & positioning

226 cached closes, trailing year
Drawdown-23%
Short interest-36% / 1.9d

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 ▾
☆Varma Mutual Pension Insurance Co CIK 0001698484 0.844 313 1,381.5 7.3% 2 -2.3 pp +7.3 pp +7.3 pp +7.3 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 1,100.4 0.1% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 1,042.1 1.5% 5 +1.4 pp +1.4 pp +1.3 pp +1.2 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 872.1 0.1% 6 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 834.1 0.4% 5 -0.1 pp +0.3 pp +0.2 pp +0.3 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 749.6 0.0% 7 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PeakShares LLC CIK 0002113507 0.881 122 724.8 0.5% 2 +0.2 pp +0.5 pp +0.5 pp +0.5 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 451.2 0.2% 5 -0.1 pp -0.1 pp +0.0 pp +0.2 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 258.5 0.0% 5 -0.1 pp +0.0 pp +0.0 pp -0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 250.6 0.1% 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 237.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 225.5 0.2% 5 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆MENORA MIVTACHIM HOLDINGS LTD. CIK 0001351917 0.833 173 171.7 0.7% 5 -0.2 pp -0.2 pp -0.5 pp -0.6 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 158.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MEITAV INVESTMENT HOUSE LTD CIK 0001398346 0.290 299 156.2 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Laura & John Arnold Foundation CIK 0002111628 0.451 5 134.1 40.6% 2 +13.0 pp +40.6 pp +40.6 pp +40.6 pp
☆CAISSE DE DEPOT ET PLACEMENT DU QUEBEC CIK 0000898286 0.799 705 132.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Migdal Insurance & Financial Holdings Ltd. CIK 0001415912 0.796 364 120.0 0.8% 2 +0.5 pp +0.8 pp +0.8 pp +0.8 pp
☆Phoenix Financial Ltd. CIK 0001679543 0.682 519 119.0 0.8% 5 -0.2 pp -0.7 pp -1.2 pp -1.1 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 104.3 0.0% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 87.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 67.0 0.0% 6 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 64.3 0.1% 4 +0.1 pp +0.0 pp +0.0 pp +0.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 63.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Squarepoint Ops LLC CIK 0001642575 0.419 2729 61.6 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 57.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD CIK 0001639753 0.178 73 57.4 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 53.7 0.3% 5 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 50.0 0.1% 6 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 49.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SP Asset Management LLC CIK 0001962086 0.688 137 40.0 3.2% 5 +0.1 pp -0.3 pp -0.6 pp -0.6 pp
☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 37.5 0.2% 1 +0.2 pp +0.2 pp +0.1 pp +0.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 37.4 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Haverford Trust Co CIK 0000842941 0.805 424 32.2 0.3% 5 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆AFFINITY WEALTH MANAGEMENT LLC CIK 0000810672 0.565 113 29.8 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 28.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 27.0 0.0% 1 +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 26.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MOORE CAPITAL MANAGEMENT, LP CIK 0001448574 0.024 715 23.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 23.1 0.4% 2 +0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 22.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Ayalon Insurance Comp Ltd. CIK 0001642216 0.345 66 22.4 2.7% 5 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Journey Advisory Group, LLC CIK 0001840085 0.344 282 22.3 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Ninety One UK Ltd CIK 0001418329 0.903 271 21.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LMR Partners LLP CIK 0001578621 0.225 1167 21.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆CAPITAL FUND MANAGEMENT S.A. CIK 0001323645 0.109 945 21.3 0.2% 1 +0.2 pp +0.0 pp -0.1 pp +0.2 pp
☆Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD CIK 0001639754 0.085 72 19.2 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 18.8 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MARSHALL WACE, LLP CIK 0001318757 0.756 2719 18.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 18.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 18.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.080 1191 17.5 1.1% 5 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Y.D. More Investments Ltd CIK 0001870364 0.791 510 16.1 0.5% 5 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 16.1 0.1% 5 -0.0 pp -0.3 pp -0.3 pp -0.2 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 15.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆RiverFront Investment Group, LLC CIK 0001469751 0.690 427 15.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 15.6 0.3% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MinichMacGregor Wealth Management, LLC CIK 0001744318 0.177 150 14.0 2.1% 1 +2.1 pp -0.3 pp -0.6 pp -0.6 pp
☆Focused Wealth Management, Inc CIK 0001586052 0.779 228 14.0 1.2% 2 -0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 13.9 0.2% 5 +0.2 pp +0.0 pp +0.0 pp -0.0 pp
☆Arvest Bank Trust Division CIK 0001625959 0.680 240 13.8 0.7% 2 +0.3 pp +0.7 pp +0.7 pp +0.7 pp
☆Horizon Wealth Management, LLC CIK 0001815123 0.198 148 13.7 1.7% 2 +0.1 pp +1.7 pp +1.7 pp +0.7 pp
☆LOWE BROCKENBROUGH & CO INC CIK 0000022657 0.658 341 13.6 0.6% 5 +0.1 pp -0.1 pp -0.2 pp -0.2 pp
☆Maniro Ltd CIK 0002102426 0.520 29 13.5 3.0% 2 +1.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Advisors Capital Management, LLC CIK 0001345576 0.650 634 13.3 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NOVARE CAPITAL MANAGEMENT LLC CIK 0001388409 0.534 210 13.1 0.9% 5 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Centiva Capital, LP CIK 0001692507 0.034 1439 12.9 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 12.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.3 pp
☆Parker Investment Management, LLC CIK 0001672070 0.639 39 12.8 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 12.8 0.0% 6 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 12.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 12.3 0.0% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 12.3 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 12.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NOESIS CAPITAL MANGEMENT CORP CIK 0001262677 0.606 124 12.1 1.5% 5 -0.3 pp -0.9 pp -1.3 pp -1.4 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 11.7 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Walleye Trading LLC CIK 0001388391 0.179 946 11.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Legacy Edge Advisors, LLC CIK 0002105396 0.655 239 11.0 1.5% 7 +1.4 pp +0.4 pp -0.0 pp +0.0 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 10.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GGM Financial LLC CIK 0002021722 0.308 265 10.6 4.0% 2 -0.7 pp +4.0 pp +4.0 pp +4.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 10.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIDUCIARY TRUST CO CIK 0000035442 0.872 892 10.5 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 10.0 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Principle Wealth Partners LLC CIK 0001743413 0.679 398 9.9 0.5% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 9.9 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 9.8 0.0% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 9.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 9.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Joseph Group Capital Management CIK 0001910383 0.433 387 9.6 2.0% 2 -0.2 pp +2.0 pp +2.0 pp +2.0 pp
☆Choate Investment Advisors CIK 0001399794 0.922 472 9.6 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 9.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 9.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Well Done, LLC CIK 0001667132 0.522 202 9.5 1.3% 1 +1.3 pp +0.2 pp +0.1 pp +0.1 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 9.2 0.2% 5 +0.0 pp +0.2 pp +0.1 pp +0.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 9.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC CIK 0001056549 0.697 205 8.7 0.5% 2 +0.3 pp +0.5 pp +0.5 pp +0.5 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 8.6 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ARVEST INVESTMENTS, INC. CIK 0001025038 0.516 255 8.4 1.0% 2 +0.4 pp +1.0 pp +1.0 pp +1.0 pp
☆Jessup Wealth Management, Inc CIK 0001963536 0.415 81 8.3 2.5% 2 +2.3 pp +2.5 pp +2.5 pp +2.5 pp
☆PRING TURNER CAPITAL GROUP INC CIK 0001568839 0.174 73 8.2 4.7% 2 +2.1 pp +4.7 pp +4.7 pp +4.7 pp
☆Mountain Hill Investment Partners Corp. CIK 0002055557 0.198 195 8.2 4.6% 2 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 8.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 7.8 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hudson Bay Capital Management LP CIK 0001393825 0.317 1210 7.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trilogy Capital Inc. CIK 0001722512 0.616 400 7.5 0.3% 5 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 7.4 0.2% 1 +0.2 pp +0.1 pp +0.2 pp +0.2 pp
☆CMH Wealth Management LLC CIK 0001657516 0.419 117 7.3 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Ninety One SA (PTY) Ltd CIK 0001491998 0.712 110 7.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆NFSG Corp CIK 0001879757 0.275 1245 7.3 0.9% 5 -0.2 pp +0.9 pp +0.9 pp +0.9 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 7.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parallax Volatility Advisers, L.P. CIK 0001521001 0.043 648 7.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Chicago Wealth Management, Inc. CIK 0001592178 0.085 63 7.0 2.5% 1 +2.5 pp +2.0 pp -2.9 pp -3.1 pp
☆Silver Coast Investments LLC CIK 0002012033 0.588 121 6.9 2.1% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Aurora Investment Managers, LLC. CIK 0001798485 0.065 52 6.9 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
☆KWMG, LLC CIK 0001633024 0.515 153 6.7 0.5% 5 +0.0 pp -0.1 pp -0.2 pp -0.2 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 6.7 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BANCO BILBAO VIZCAYA ARGENTARIA, S.A. (BBVA, BBVXF) CIK 0000842180 0.816 733 6.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GRIMES & Co WEALTH MANAGEMENT, LLC CIK 0001321993 0.672 449 6.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 6.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 6.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 6.2 0.1% 5 +0.1 pp +0.0 pp -1.3 pp -0.8 pp
☆Concentric Capital Strategies, LP CIK 0001851869 0.147 304 6.1 0.4% 2 -0.5 pp +0.4 pp +0.4 pp +0.4 pp
☆Genesee Capital Advisors, LLC CIK 0001652348 0.113 172 6.0 1.9% 5 +1.6 pp +1.5 pp +1.2 pp +1.2 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 6.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TITLEIST ASSET MANAGEMENT, LLC CIK 0001977759 0.475 410 5.9 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 5.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Crestwood Advisors Group, LLC CIK 0001426853 0.707 877 5.8 0.1% 5 +0.0 pp -0.2 pp -0.2 pp -0.3 pp
☆JMAC ENTERPRISES LLC CIK 0001907294 0.497 122 5.8 1.0% 5 +0.0 pp -0.2 pp -0.3 pp -0.4 pp
☆LEE JOHNSON CAPITAL MANAGEMENT, LLC CIK 0001674836 0.049 82 5.7 1.8% 1 +1.8 pp +1.7 pp +1.2 pp +1.2 pp
☆Bricktown Capital, LLC CIK 0001934657 0.897 28 5.7 1.0% 2 +0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Graham Capital Management, L.P. CIK 0001315421 0.068 1160 5.6 0.2% 3 -0.2 pp -0.1 pp +0.2 pp +0.2 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 5.4 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 5.3 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 5.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 5.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 5.0 0.0% 6 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆VICUS CAPITAL CIK 0001544806 0.660 268 5.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.0 pp
☆Morningstar Investment Management LLC CIK 0001673385 0.738 317 4.9 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Private Capital Management, LLC CIK 0001588456 0.557 179 4.8 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Pallas Capital Advisors LLC CIK 0001862282 0.593 1034 4.8 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Alternative Investment Advisors, LLC. CIK 0002009486 0.726 69 4.8 1.9% 2 +1.1 pp +1.9 pp +1.9 pp +1.9 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 4.8 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆San Luis Wealth Advisors LLC CIK 0001844709 0.294 183 4.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 4.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Bawa N Mallick Trust CIK 0002040013 0.643 78 4.6 1.5% 6 -0.0 pp -0.5 pp -0.7 pp -0.8 pp
☆LITTLEJOHN FINANCIAL SERVICES, INC. CIK 0002031637 0.078 71 4.6 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 4.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Archon Capital Management LLC CIK 0001398825 0.087 43 0.0 0.0% 0 -1.1 pp +0.0 pp +0.0 pp +0.0 pp
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☆Biondo Investment Advisors, LLC CIK 0001455176 0.490 89 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆EQ WEALTH ADVISORS, LLC CIK 0002047572 0.510 57 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Bienville Capital Management, LLC CIK 0001605070 0.131 92 0.0 0.0% 0 +0.0 pp -0.7 pp -1.0 pp -0.9 pp
☆Shepherd Financial Partners LLC CIK 0001696628 0.545 256 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆DMC Group, LLC CIK 0001893403 0.131 128 0.0 0.0% 0 +0.0 pp -0.1 pp -0.2 pp -0.2 pp
☆Private Capital Advisors, Inc. CIK 0001350780 0.792 76 0.0 0.0% 0 +0.0 pp +0.0 pp -2.0 pp +0.0 pp
☆TruWealth Advisors, LLC CIK 0001834985 0.672 182 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆BAXTER BROS INC CIK 0001096783 0.532 172 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Glenmede Investment Management, LP CIK 0001644465 0.833 1410 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Avestar Capital, LLC CIK 0001704404 0.627 490 0.0 0.0% 0 +0.0 pp -0.0 pp -0.5 pp -0.6 pp
☆Prairie Wealth Advisors, Inc. CIK 0002022783 0.057 253 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Covestor Ltd CIK 0001909846 0.023 2832 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRUDENTIAL PLC CIK 0000898419 0.878 691 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.2 pp
☆Kingsman Wealth Management, Inc. CIK 0002066184 0.249 76 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
☆Great Diamond Partners, LLC CIK 0001801112 0.308 238 0.0 0.0% 0 +0.0 pp -0.5 pp -0.5 pp -0.5 pp
☆Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆ABLE Financial Group, LLC CIK 0001977500 0.400 222 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆KWB Wealth CIK 0001822236 0.453 169 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆Rothschild Capital Partners, LLC CIK 0001569833 0.587 89 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Nikulski Financial, Inc. CIK 0001729847 0.296 180 0.0 0.0% 0 -0.2 pp -0.3 pp -0.4 pp -0.4 pp
☆Jasper Ridge Partners, L.P. CIK 0001453381 0.865 151 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Foguth Wealth Management, LLC. CIK 0002016322 0.377 213 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
☆Columbus Macro, LLC CIK 0001727269 0.259 207 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
☆AIRE ADVISORS, LLC CIK 0001908177 0.575 179 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆BRADLEY FOSTER & SARGENT INC/CT CIK 0001015086 0.719 535 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Hopwood Financial Services, Inc. CIK 0002023166 0.539 92 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆BYRNE FINANCIAL FREEDOM, LLC CIK 0002063947 0.283 119 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 pp -0.3 pp
☆GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Black Swift Group, LLC CIK 0001704212 0.419 143 0.0 0.0% 0 +0.0 pp -2.7 pp -3.0 pp -3.5 pp
☆Mason & Associates Inc CIK 0001917686 0.488 161 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆J. R. Prunier Capital Management LLC CIK 2136331 0.705 67 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆TTP Investments, Inc. CIK 0001682576 0.000 30 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -3.8 pp
☆Busey Bank CIK 0001427202 0.741 388 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Parcion Private Wealth LLC CIK 0001801263 0.489 529 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆BXM Wealth LLC CIK 0002052379 0.166 163 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆Interchange Capital Partners, LLC CIK 0001845998 0.075 430 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 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
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Maven Securities LTD CIK 0001633046 0.047 164 0.0 0.0% 0 +0.0 pp +0.0 pp -0.9 pp -2.3 pp
☆Capital Developers, LLC CIK 0002105385 0.523 52 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Clarity Financial LLC CIK 0001862145 0.368 127 0.0 0.0% 0 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
☆Main Management ETF Advisors, LLC CIK 0001698607 0.659 103 0.0 0.0% 0 -0.9 pp -0.8 pp -5.1 pp -7.6 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 -0.1 pp
☆Financial Advisors, LLC CIK 0001766909 0.906 80 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆HARRELL INVESTMENT PARTNERS, LLC CIK 0001802882 0.428 144 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.4 pp
☆Procyon Advisors, LLC CIK 0001804329 0.458 586 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
☆Silverleafe Capital Partners, LLC CIK 0001535611 0.335 99 0.0 0.0% 0 +0.0 pp -2.4 pp -2.9 pp -2.9 pp
☆JACKSON SQUARE CAPITAL, LLC CIK 0001812178 0.313 138 0.0 0.0% 0 +0.0 pp +0.0 pp -0.9 pp -0.2 pp
☆Opal Wealth Advisors, LLC CIK 0001844201 0.649 224 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Empower Advisory Group, LLC CIK 0001978885 0.959 532 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 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 (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