Signals

← Signals

☆ISHG

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

Flow ranking

Rank#1169
Score / z0.048 / 0.04
Consensus59.76 over 89 funds
Momentumnot computed

Price & positioning

226 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 ▾
☆Rock Creek Group LLC CIK 0001484067 0.845 57 82.7 8.3% 5 +0.0 pp -0.9 pp -1.0 pp -1.4 pp
☆RiverFront Investment Group, LLC CIK 0001469751 0.690 427 56.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 56.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 53.6 0.5% 3 -0.3 pp -0.3 pp +0.5 pp +0.5 pp
☆Turim 21 Investimentos Ltda. CIK 0001652174 0.442 121 35.4 5.8% 2 -2.8 pp +5.8 pp +5.8 pp +5.8 pp
☆Alpine Bank Wealth Management CIK 0001974910 0.183 404 32.4 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
☆Inlight Wealth Management, LLC CIK 0001731795 0.697 62 25.7 8.2% 5 -1.0 pp -0.5 pp +1.2 pp +2.5 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 25.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CIBC Bancorp USA Inc. CIK 0001711924 0.876 1843 22.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 19.7 0.2% 5 -0.8 pp -1.1 pp -2.2 pp -2.6 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 18.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cascade Financial Partners, LLC CIK 0002021208 0.667 279 16.9 1.5% 5 -0.1 pp +0.4 pp +1.0 pp +1.4 pp
☆Checchi Capital Advisers, LLC CIK 0001598186 0.372 603 13.5 0.9% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 12.7 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 11.6 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 8.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Plum Street Advisors, LLC CIK 0002068236 0.454 107 7.8 2.5% 7 -0.1 pp +0.0 pp +0.0 pp -0.3 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 7.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 7.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Proficio Capital Partners LLC CIK 0001654175 0.230 690 6.5 0.2% 2 -0.1 pp +0.2 pp +0.2 pp -0.6 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 5.7 0.0% 6 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 4.9 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Octavia Wealth Advisors, LLC CIK 0001841259 0.830 231 4.8 0.4% 5 -0.0 pp -0.1 pp -0.4 pp -0.5 pp
☆MAYPORT, LLC CIK 0001922875 0.801 134 4.4 0.7% 3 -0.1 pp -0.2 pp +0.7 pp +0.7 pp
☆Outlook Wealth Advisors, LLC CIK 0001767151 0.216 305 4.2 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆Bulltick Wealth Management, LLC CIK 0001912448 0.237 134 3.8 0.8% 5 -0.1 pp +0.1 pp +0.1 pp -0.1 pp
☆New Capital Management LP CIK 0001696731 0.833 60 3.8 0.9% 5 -0.1 pp +0.2 pp +0.2 pp +0.3 pp
☆FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC CIK 0001056549 0.697 205 3.8 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 3.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 3.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fonville Wealth Management LLC CIK 0002008703 0.561 147 3.0 0.5% 4 -0.1 pp -0.1 pp +0.2 pp +0.5 pp
☆ALTERNA WEALTH MANAGEMENT, INC CIK 0001767699 0.076 109 2.6 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 2.6 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 2.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 2.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LEUTHOLD GROUP, LLC CIK 0001170152 0.149 237 2.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 2.1 0.0% 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 2.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MIDDLETON & CO INC/MA CIK 0000919497 0.569 170 2.0 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 1.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 1.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 1.5 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 1.5 0.0% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 1.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Harvest, LLC CIK 0002052933 0.551 67 1.2 0.5% 4 -0.2 pp -0.2 pp -0.2 pp +0.5 pp
☆McCartney Wealth Management LLC CIK 0002110693 0.441 65 1.2 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 1.2 0.0% 6 -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 1.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BIP Wealth, LLC CIK 0001590214 0.504 560 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Laird Norton Wetherby Trust Company, LLC CIK 0000723204 0.733 1017 1.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VERITY Wealth Advisors CIK 0001763138 0.612 81 1.0 0.6% 5 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 0.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEST PACES ADVISORS INC. CIK 0002004720 0.721 765 0.9 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Composition Wealth, LLC CIK 0001585859 0.756 995 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crossmark Global Holdings, Inc. CIK 0001539204 0.649 1261 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆3 FACTOR INDEXING, LLC CIK 0002135169 0.480 438 0.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆EVERETT HARRIS & CO /CA/ CIK 0001009254 0.943 292 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McLean Asset Management Corp CIK 0001833140 0.535 181 0.6 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.2 pp
☆Brand Asset Management Group, Inc. CIK 0001748766 0.460 223 0.6 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆DF DENT & CO INC CIK 0000934999 0.597 271 0.6 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 0.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Old Peak Finance LLC CIK 0002080991 0.632 102 0.6 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆SwitchPoint Financial Planning, LLC CIK 0002055526 0.575 71 0.6 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆MONOGRAPH WEALTH ADVISORS, LLC CIK 0001776588 0.876 143 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 0.5 0.0% 1 +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 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Beacon Financial Strategies CORP CIK 0002084239 0.818 209 0.4 0.2% 6 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆MEMBERS WEALTH LLC CIK 0002059574 0.408 120 0.4 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Permanent Capital Management, LP CIK 0002054108 0.729 211 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Resurgent Financial Advisors LLC CIK 0001912339 0.164 308 0.3 0.1% 4 -0.0 pp -0.0 pp -0.8 pp +0.1 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 0.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Destination Wealth Management CIK 0001278573 0.701 325 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 0.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HTG Investment Advisors, Inc. CIK 0001963875 0.602 88 0.3 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Pathway Financial Advisors LLC CIK 0001738828 0.805 130 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Greenspring Advisors, LLC CIK 0001922200 0.867 355 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IMA Advisory Services, Inc. CIK 0001455495 0.141 1384 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WISCONSIN CAPITAL MANAGEMENT LLC CIK 0000926833 0.447 47 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BancFirst Trust & Investment Management CIK 0001914099 0.757 65 0.2 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Addison Advisors LLC CIK 0001843745 0.131 707 0.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 0.925 1050 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TFC Financial Management, Inc. CIK 0001827844 0.883 1034 0.1 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Godfrey Financial Associates, Inc. CIK 0002097943 0.359 1090 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KERR FINANCIAL PLANNING Corp CIK 0002095947 0.010 545 0.0 0.0% 3 -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 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quent Capital, LLC CIK 0001912338 0.680 1649 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Janney Montgomery Scott LLC CIK 0001329948 0.028 3105 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HRT FINANCIAL LP CIK 0001475597 0.003 4113 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sharp Wealth Advisory, LLC CIK 0001733194 0.028 127 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
☆ONE PLUS ONE WEALTH MANAGEMENT, LLC CIK 0001860132 0.295 89 0.0 0.0% 0 -0.4 pp -0.4 pp -0.5 pp -0.5 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 0.0 0.0% 0 +0.0 pp -0.1 pp -0.0 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
☆Heritage Financial Services, LLC CIK 0001752035 0.933 126 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Red Tortoise LLC CIK 0001910488 0.497 590 0.0 0.0% 0 -0.4 pp -0.4 pp -1.0 pp +0.0 pp
☆Retireful, LLC CIK 0001919176 0.005 81 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.8 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Wealthstream Advisors, Inc. CIK 0001833780 0.848 204 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Quartz Partners, LLC CIK 0001659978 0.119 191 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.2 pp
☆Evanson Asset Management, LLC CIK 0001626379 0.793 321 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MinichMacGregor Wealth Management, LLC CIK 0001744318 0.177 150 0.0 0.0% 0 +0.0 pp +0.0 pp -1.8 pp -2.4 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
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 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
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Jackson Creek Investment Advisors LLC CIK 0001831003 0.004 312 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Family Firm, Inc. CIK 0001602603 0.390 87 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 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 ISHG). Qtrs Held counts distinct quarters this fund has actually held ISHG (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its ISHG position size. Δ columns are the percentage-point change in ISHG'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