Signals

← Signals

☆IYG

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

Flow ranking

Rank#17393
Score / z0.000 / -0.02
Consensus106.75 over 190 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 ▾
☆Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 180.5 1.6% 2 +1.1 pp +1.6 pp +1.6 pp +1.6 pp
☆RiverFront Investment Group, LLC CIK 0001469751 0.690 427 122.4 1.9% 4 -0.3 pp -0.4 pp -0.5 pp +1.9 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 103.2 0.0% 4 -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 85.7 0.0% 6 -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 85.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 74.2 1.4% 2 +0.4 pp +1.4 pp +1.4 pp +1.4 pp
☆OpenArc Corporate Advisory, LLC CIK 0002111345 0.753 789 63.4 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 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 39.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 38.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Kozak & Associates, Inc. CIK 0001764970 0.407 451 37.4 7.3% 4 -0.4 pp +0.2 pp +1.7 pp +7.3 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 37.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Baltimore-Washington Financial Advisors, Inc. CIK 0001555486 0.617 206 35.5 1.5% 4 -0.1 pp -0.0 pp -0.0 pp +1.5 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 34.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PGIM Custom Harvest LLC CIK 0001845793 0.916 305 30.3 0.5% 4 +0.1 pp +0.1 pp -0.1 pp +0.5 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 29.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Circle Wealth Management, LLC CIK 0001578242 0.979 256 24.4 0.3% 4 -0.1 pp -0.2 pp -0.2 pp +0.3 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 18.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 17.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 16.5 0.0% 4 -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 15.5 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 15.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FERGUSON WELLMAN CAPITAL MANAGEMENT, INC CIK 0000869353 0.769 442 12.3 0.2% 4 -0.1 pp -0.1 pp -0.1 pp +0.2 pp
☆Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. CIK 0001599852 0.664 165 12.2 1.6% 4 -0.2 pp -0.3 pp -0.3 pp +1.6 pp
☆ARKANSAS FINANCIAL GROUP, INC. CIK 0000764611 0.785 97 11.0 1.5% 4 -0.1 pp +0.0 pp -0.0 pp +1.5 pp
☆SAM Advisors, LLC CIK 0001600944 0.829 49 9.6 3.0% 4 -0.3 pp -0.3 pp -0.4 pp +3.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 9.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 8.4 0.0% 4 -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 8.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Howard Capital Management Group, LLC CIK 0001860501 0.777 150 7.8 0.5% 4 -0.0 pp -0.0 pp -0.1 pp +0.5 pp
☆UNIQUE WEALTH, LLC CIK 0001957124 0.538 201 6.4 0.9% 2 +0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 6.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 6.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 6.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 5.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Centerline Wealth Advisors, LLC CIK 0001802059 0.492 79 5.5 2.0% 2 +0.3 pp +2.0 pp +2.0 pp +2.0 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 4.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 4.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 4.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 4.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 4.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prostatis Group LLC CIK 0001649186 0.318 190 4.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Bernard Wealth Management Corp. CIK 0002056313 0.585 325 3.8 1.6% 4 -0.1 pp -0.1 pp -0.1 pp +1.6 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 3.7 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 3.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 3.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Storen Legacy Partners, LLC CIK 0002116061 0.438 116 3.5 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Wallace Hart LLC CIK 0002018963 0.082 45 3.2 4.4% 1 +4.4 pp +4.2 pp +4.4 pp +4.4 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 3.2 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 3.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 3.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Diversified Enterprises, LLC CIK 0002037264 0.848 425 2.6 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 2.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 2.4 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FORTE ASSET MANAGEMENT LLC CIK 0001927129 0.278 77 2.4 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Curi Capital, LLC CIK 0001332905 0.547 888 2.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 2.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 2.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 1.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 1.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 1.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 1.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆PATTEN & PATTEN INC/TN CIK 0001044905 0.574 350 1.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 1.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 1.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 1.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 1.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 1.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 1.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AMG National Trust Bank CIK 0001388829 0.744 439 1.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 1.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 1.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CALIBER WEALTH MANAGEMENT, LLC / KS CIK 0002067120 0.623 300 1.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 1.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 1.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OMNI 360 Wealth, Inc. CIK 0002010436 0.355 135 1.2 0.6% 6 -0.1 pp -0.1 pp +0.1 pp +0.0 pp
☆CWM, LLC CIK 0001535847 0.788 5645 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 1.2 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 1.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COTTONWOOD CAPITAL ADVISORS, LLC CIK 0001903321 0.386 88 1.1 0.8% 4 -0.1 pp -0.1 pp +0.0 pp +0.8 pp
☆GARRISON POINT ADVISORS, LLC CIK 0001767107 0.245 176 1.1 0.5% 4 -0.0 pp +0.0 pp -0.0 pp +0.5 pp
☆Mine & Arao Wealth Creation & Management, LLC. CIK 0001802994 0.775 78 1.0 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 0.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sequent Planning LLC CIK 0002009724 0.204 269 0.9 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 0.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 0.9 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 0.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 0.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 0.9 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 0.9 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 0.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Mosley Wealth Management CIK 0002011849 0.000 781 0.8 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 0.8 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WBH ADVISORY INC CIK 0001259671 0.566 363 0.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Quotient Wealth Partners, LLC CIK 0002004904 0.915 409 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Cordatus Wealth Management LLC CIK 0001715862 0.324 168 0.7 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Quadrant Private Wealth Management, LLC CIK 0001727454 0.058 177 0.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 0.6 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Harbor Asset Planning, Inc. CIK 0002077050 0.237 416 0.6 0.5% 3 -0.1 pp -0.0 pp +0.5 pp +0.5 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Lakeshore Capital Group, Inc. CIK 0002057465 0.297 74 0.6 0.5% 4 -0.0 pp -0.0 pp -0.1 pp +0.5 pp
☆Financial Partners Group, Inc CIK 0001731169 0.605 250 0.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Castle Rock Wealth Management, LLC CIK 0001727605 0.230 268 0.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BANK HAPOALIM BM CIK 0000902528 0.174 117 0.5 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆BURKE & HERBERT BANK & TRUST CO CIK 0001101250 0.293 246 0.5 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆Investmark Advisory Group LLC CIK 0001926349 0.382 148 0.5 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆TRUE Private Wealth Advisors CIK 0001667074 0.344 283 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Objective Capital Management, LLC CIK 0001924152 0.294 102 0.5 0.5% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆New Insight Wealth Advisors CIK 0002022328 0.372 120 0.5 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 0.4 0.0% 4 -0.0 pp -0.5 pp -0.7 pp +0.0 pp
☆Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 0.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRITONPOINT WEALTH, LLC CIK 0002008171 0.504 281 0.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Horizon Family Wealth, Inc. CIK 0001910660 0.434 93 0.4 0.2% 4 -0.0 pp -0.1 pp -0.0 pp +0.2 pp
☆EARNED WEALTH ADVISORS, LLC CIK 0001905663 0.642 310 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PUREfi Wealth, LLC CIK 0002001520 0.125 208 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 0.4 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆KKM Financial LLC CIK 0002001943 0.086 169 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Register Financial Advisors LLC CIK 0001962636 0.168 426 0.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 0.4 0.0% 4 -0.0 pp -0.2 pp -0.2 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fairvoy Private Wealth, LLC CIK 0002046607 0.151 200 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Accredited Investors Inc. CIK 0001518364 0.747 299 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HBK Sorce Advisory LLC CIK 0001379995 0.951 658 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Traveka Wealth, LLC CIK 0002009176 0.376 199 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WETZEL INVESTMENT ADVISORS, INC. CIK 0002009211 0.378 139 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TritonPoint Partners, LLC CIK 0002111167 0.020 351 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Athena Investment Management CIK 0001921093 0.240 132 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Argos Wealth Advisors, LLC CIK 0001809154 0.478 224 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Interchange Capital Partners, LLC CIK 0001845998 0.075 430 0.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sensible Money, LLC CIK 0001965229 0.852 101 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆AllSquare Wealth Management LLC CIK 0001633674 0.497 539 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 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
☆QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Apexium Financial, LP CIK 0001765285 0.880 288 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Bellwether Advisors, LLC CIK 0001819815 0.107 167 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 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
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 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
☆Magnus Financial Group LLC CIK 0001765216 0.574 387 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 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
☆SPC Financial, Inc. CIK 0001415201 0.541 278 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Brendel Financial Advisors LLC CIK 0001768065 0.107 101 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
☆BRANDYWINE OAK PRIVATE WEALTH LLC CIK 0001764694 0.823 245 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Litman Gregory Wealth Management LLC CIK 0001551867 0.789 356 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Lion Street Advisors, LLC CIK 0001801991 0.052 224 0.0 0.0% 0 +0.0 pp +0.0 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
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Keener Financial Planning LLC CIK 0002004495 0.857 61 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 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
☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 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 -0.6 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 IYG). Qtrs Held counts distinct quarters this fund has actually held IYG (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its IYG position size. Δ columns are the percentage-point change in IYG'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