Signals

← Signals

☆USIG

496 in-universe funds with a nonzero position in USIG within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#22669
Score / z-0.341 / -0.50
Consensus165.93 over 296 funds
Momentumno 12m return

Price & positioning

225 cached closes, trailing year
Drawdownno history
Short interest+31% / 1.0d

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 2,618.9 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 1,327.4 3.2% 3 +0.1 pp +0.1 pp +3.2 pp +3.2 pp
☆Empower Advisory Group, LLC CIK 0001978885 0.959 532 979.3 2.6% 3 +0.1 pp +0.1 pp +2.6 pp +2.6 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 820.1 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 516.0 0.7% 3 +0.0 pp +0.0 pp +0.7 pp +0.7 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 500.3 1.0% 3 -0.0 pp +0.1 pp +1.0 pp +1.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 411.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 405.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 347.9 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 299.5 1.2% 3 -0.1 pp -0.1 pp +1.2 pp +1.2 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 255.4 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 209.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 164.6 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 163.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 152.9 1.9% 3 -0.1 pp -0.1 pp +1.9 pp +1.9 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 145.9 0.0% 3 +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 142.7 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆1832 Asset Management L.P. CIK 0000944388 0.851 618 123.1 0.2% 3 -0.1 pp -0.2 pp +0.2 pp +0.2 pp
☆Asset Management One Co., Ltd. CIK 0001068855 0.899 957 122.7 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 98.1 0.0% 4 +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 96.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 81.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 79.1 2.9% 3 +0.1 pp +0.0 pp +2.9 pp +2.9 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 75.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 74.7 0.5% 3 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 68.5 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
☆Long Run Wealth Advisors, LLC CIK 0001903296 0.675 106 61.9 11.7% 3 -0.3 pp +0.1 pp +11.7 pp +11.7 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 52.5 1.3% 3 -0.0 pp +0.1 pp +1.3 pp +1.3 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 50.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Voya Financial Advisors, Inc. CIK 0001424367 0.864 208 42.9 4.1% 3 -0.3 pp -0.3 pp +4.1 pp +4.1 pp
☆Americana Partners, LLC CIK 0001797678 0.514 596 42.0 1.2% 3 -0.2 pp -0.2 pp +1.2 pp +1.2 pp
☆MCF Advisors LLC CIK 0001602905 0.682 1403 39.5 2.2% 3 -0.3 pp -0.1 pp +2.2 pp +2.2 pp
☆Crestwood Advisors Group, LLC CIK 0001426853 0.707 877 33.7 0.6% 3 +0.1 pp +0.1 pp +0.6 pp +0.6 pp
☆Trilogy Capital Inc. CIK 0001722512 0.616 400 33.6 1.5% 3 -1.4 pp -1.4 pp +1.5 pp +1.5 pp
☆FULTON BREAKEFIELD BROENNIMAN LLC CIK 0001119254 0.688 208 33.4 2.1% 3 -0.0 pp -0.1 pp +2.1 pp +2.1 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 30.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 29.6 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆New Jersey Better Educational Savings Trust CIK 0001482010 0.793 4 27.6 47.0% 2 -0.2 pp +47.0 pp +47.0 pp +47.0 pp
☆Santa Clara Valley Transportation Authority CIK 0002043469 0.859 4 25.0 21.0% 3 -0.1 pp -0.6 pp +21.0 pp +21.0 pp
☆SECURIAN ASSET MANAGEMENT, INC CIK 0001035350 0.688 926 22.8 0.9% 3 +0.4 pp +0.3 pp +0.9 pp +0.9 pp
☆Blue Edge Capital, LLC CIK 0001599620 0.485 137 21.3 2.9% 3 +0.0 pp +0.1 pp +2.9 pp +2.9 pp
☆ST GERMAIN D J CO INC CIK 0000831571 0.623 914 21.2 0.8% 3 -0.0 pp -0.0 pp +0.8 pp +0.8 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 21.0 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 20.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pallas Capital Advisors LLC CIK 0001862282 0.593 1034 18.9 0.6% 3 +0.0 pp +0.0 pp +0.6 pp +0.6 pp
☆Cosner Financial Group, LLC CIK 0001674627 0.733 37 18.6 9.5% 3 -0.3 pp +0.5 pp +9.5 pp +9.5 pp
☆Advisors Capital Management, LLC CIK 0001345576 0.650 634 18.4 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆MANNING & NAPIER ADVISORS LLC CIK 0000062039 0.541 865 17.5 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆NEW YORK LIFE INVESTMENT MANAGEMENT LLC CIK 0001133639 0.756 778 16.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆McKinley Carter Wealth Services, Inc. CIK 0001484265 0.685 317 15.3 0.9% 3 -0.1 pp -0.1 pp +0.9 pp +0.9 pp
☆Shelter Mutual Insurance Co CIK 0001455288 0.476 58 14.2 3.2% 3 -0.0 pp -0.3 pp +3.2 pp +3.2 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 14.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 13.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Destination Wealth Management CIK 0001278573 0.701 325 13.8 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆STATE FARM MUTUAL AUTOMOBILE INSURANCE CO CIK 0000315032 0.975 107 13.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 12.9 0.2% 4 -0.0 pp -0.1 pp +0.0 pp +0.2 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 12.7 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 12.6 0.4% 3 -0.0 pp -0.2 pp +0.4 pp +0.4 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 12.5 0.6% 3 +0.0 pp +0.1 pp +0.6 pp +0.6 pp
☆Strategic Investment Advisors / MI CIK 0001760540 0.707 398 12.1 1.0% 3 +0.0 pp +0.3 pp +1.0 pp +1.0 pp
☆Westover Capital Advisors, LLC CIK 0001483467 0.358 240 11.4 2.1% 3 -0.1 pp -0.1 pp +2.1 pp +2.1 pp
☆Premier Path Wealth Partners, LLC CIK 0001999925 0.357 400 11.2 1.4% 3 -0.1 pp -0.1 pp +1.4 pp +1.4 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 11.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 9.8 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Glassy Mountain Advisors, Inc. CIK 0001914617 0.454 76 9.4 2.8% 3 +0.1 pp -0.4 pp +2.8 pp +2.8 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 9.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 9.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIMA Wealth Partners, LLC CIK 0002135539 0.642 130 9.2 7.0% 5 +0.1 pp -0.2 pp +0.5 pp +1.2 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 9.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trivant Custom Portfolio Group, LLC CIK 0001977992 0.217 82 9.1 5.2% 3 +0.5 pp +0.3 pp +5.2 pp +5.2 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 9.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆IVC Wealth Advisors LLC CIK 0001842811 0.409 177 7.9 3.4% 3 -0.0 pp -0.0 pp +3.4 pp +3.4 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 7.8 0.5% 3 +0.1 pp +0.1 pp +0.5 pp +0.5 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 7.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 7.1 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Kensington Asset Management, LLC CIK 0001979884 0.823 39 6.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Archford Capital Strategies, LLC CIK 0001606609 0.359 359 6.6 0.8% 2 +0.2 pp +0.8 pp +0.8 pp +0.8 pp
☆Vontobel Holding Ltd. CIK 0001588340 0.633 1197 6.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 6.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Columbus Macro, LLC CIK 0001727269 0.259 207 5.7 0.6% 3 -0.1 pp -0.2 pp +0.6 pp +0.6 pp
☆CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 5.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Wealthspire Retirement, LLC CIK 0002040084 0.698 321 5.5 0.3% 3 +0.1 pp -0.0 pp +0.3 pp +0.3 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 5.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kraft, Davis & Associates, LLC CIK 0001919438 0.453 155 5.2 1.2% 3 -0.0 pp -0.1 pp +1.2 pp +1.2 pp
☆Erickson Financial Group, LLC CIK 0001797734 0.820 25 5.1 3.1% 3 +0.2 pp +0.0 pp +3.1 pp +3.1 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 5.0 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Center For Asset Management LLC CIK 0001844878 0.268 151 5.0 2.6% 3 -0.3 pp -0.7 pp +2.6 pp +2.6 pp
☆Dakota Wealth Management CIK 0001631353 0.544 771 4.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 4.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Fjell Capital, LLC CIK 0002053350 0.309 66 4.8 3.7% 3 -0.1 pp -0.1 pp +3.7 pp +3.7 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 4.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆AIRE ADVISORS, LLC CIK 0001908177 0.575 179 4.7 0.9% 3 -0.0 pp -0.0 pp +0.9 pp +0.9 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 4.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 4.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 4.2 0.1% 3 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 4.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 4.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 4.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Checchi Capital Advisers, LLC CIK 0001598186 0.372 603 3.8 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Financial Avengers, Inc. CIK 0001844393 0.740 155 3.8 1.6% 3 +0.0 pp +0.1 pp +1.6 pp +1.6 pp
☆Landing Point Financial Group, LLC CIK 0002025964 0.029 99 3.8 1.9% 3 +0.1 pp -0.5 pp +1.9 pp +1.9 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 3.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 3.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Compagnie Lombard Odier SCmA CIK 0001615423 0.849 485 3.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆K2 Financial Inc. CIK 0002044711 0.455 60 3.1 2.4% 3 +0.2 pp +0.3 pp +2.4 pp +2.4 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 2.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Banco Santander, S.A. (SAN, BCDRF) CIK 0000891478 0.801 511 2.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GLOBALT Investments LLC / GA CIK 0002011891 0.871 213 2.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆TRANSATLANTIQUE PRIVATE WEALTH LLC CIK 0001935000 0.000 0 2.6 0.8% 4 +0.1 pp +0.1 pp +0.1 pp +0.8 pp
☆Financial Synergies Wealth Advisors, Inc. CIK 0002017868 0.874 116 2.5 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 2.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 2.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Compass Financial Group, Inc. CIK 0001666910 0.564 51 2.3 1.0% 3 -0.0 pp -0.1 pp +1.0 pp +1.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 2.3 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Stratos Investment Management, LLC CIK 0001707206 0.673 382 2.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆One Capital Management, LLC CIK 0001606588 0.779 522 2.2 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 2.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PRUDENTIAL PLC CIK 0000898419 0.878 691 2.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 2.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆10Elms LLP CIK 0002056650 0.266 526 1.9 1.8% 3 +0.0 pp -0.1 pp +1.8 pp +1.8 pp
☆Summit Asset Management, LLC CIK 0001509974 0.696 183 1.9 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Arista Wealth Management, LLC CIK 0001964758 0.708 266 1.9 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ CIK 0001009016 0.830 421 1.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 1.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 1.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Heck Capital Advisors, LLC CIK 0002046227 0.468 214 1.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆GREENWOOD CAPITAL ASSOCIATES LLC CIK 0001161822 0.371 284 1.7 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 1.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 1.6 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆PayPay Securities Corp CIK 0001908623 0.257 302 1.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Bellwether Advisors, LLC CIK 0001819815 0.107 167 1.6 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Tolleson Wealth Management, Inc. CIK 0001772937 0.885 96 1.5 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 1.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Advyzon Investment Management, LLC CIK 0002011872 0.218 754 1.5 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 1.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆MMBG INVESTMENT ADVISORS CO. CIK 0001765876 0.726 177 1.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆WBH ADVISORY INC CIK 0001259671 0.566 363 1.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 1.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JGP Wealth Management, LLC CIK 0001748278 0.652 231 1.4 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 1.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TFB Advisors LLC CIK 0001965201 0.232 190 1.4 0.4% 3 -0.0 pp +0.1 pp +0.4 pp +0.4 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 1.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 1.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PATRIOT INVESTMENT MANAGEMENT GROUP, INC. CIK 0001773830 0.876 240 1.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Venture Visionary Partners LLC CIK 0001792283 0.558 673 1.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆B. Riley Wealth Advisors, Inc. CIK 0001464811 0.380 831 1.2 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
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☆Sage Mountain Advisors LLC CIK 0001832274 0.872 304 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Blue Investment Partners LLC CIK 0001958029 0.500 52 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dogwood Wealth Management LLC CIK 0002056922 0.482 851 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Koss-Olinger Consulting, LLC CIK 0001861163 0.726 172 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TSFG, LLC CIK 0001800513 0.413 891 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FSC Wealth Advisors, LLC CIK 0001925685 0.000 1 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 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
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sensible Financial Planning & Management, LLC. CIK 0001567738 0.884 31 0.0 0.0% 0 -13.4 pp -13.6 pp +0.0 pp +0.0 pp
☆WEBSTER BANK, N. A. CIK 0001105837 0.616 698 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Whipplewood Advisors, LLC CIK 0002052510 0.077 636 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NewSquare Capital LLC CIK 0001546989 0.510 227 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆United Community Bank CIK 0002000314 0.267 534 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthCrest Asset Manangement, LLC CIK 0001893159 0.599 928 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
☆Frazier Financial Advisors, LLC CIK 0002002745 0.569 619 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
☆COBBLESTONE CAPITAL ADVISORS LLC /NY/ CIK 0001033505 0.775 304 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Motiv8 Investments LLC CIK 0002024873 0.073 1068 0.0 0.0% 0 -3.2 pp -2.8 pp +0.0 pp +0.0 pp
☆Essex Bank CIK 0001752212 0.260 318 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Providence Capital Advisors, LLC CIK 0001730814 0.167 385 0.0 0.0% 0 -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 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 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 +0.0 pp +0.0 pp
☆Clearwater Capital Advisors, LLC CIK 0001690531 0.787 189 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
☆TWIN CITY PRIVATE WEALTH, LLC CIK 0002021982 0.133 104 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Lion Street Advisors, LLC CIK 0001801991 0.052 224 0.0 0.0% 0 -0.4 pp -0.3 pp +0.0 pp +0.0 pp
☆Strategic Financial Concepts, LLC CIK 0001870686 0.074 239 0.0 0.0% 0 +0.0 pp -0.1 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 USIG). Qtrs Held counts distinct quarters this fund has actually held USIG (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its USIG position size. Δ columns are the percentage-point change in USIG's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — 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