Signals

← Signals

☆USIG

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

Flow ranking

Rank#23161
Score / z-1.089 / -1.01
Consensus180.95 over 322 funds
Momentumno 12m return

Price & positioning

225 cached closes, trailing year
Drawdownno history
Short interest-5% / 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 3,159.3 0.2% 5 +0.0 pp +0.0 pp +0.1 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 2,873.0 0.5% 4 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Empower Advisory Group, LLC CIK 0001978885 0.959 532 1,042.5 2.7% 4 +0.1 pp +0.2 pp +0.2 pp +2.7 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 955.2 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 594.8 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 550.7 0.7% 4 +0.1 pp +0.1 pp +0.1 pp +0.7 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 521.3 1.1% 4 +0.0 pp +0.0 pp +0.2 pp +1.1 pp
☆TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC CIK 0000882928 0.947 751 468.2 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 424.1 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 364.2 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 355.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 300.3 1.2% 4 -0.0 pp -0.1 pp -0.1 pp +1.2 pp
☆North Dakota State Investment Board CIK 0002064039 0.492 826 268.5 11.6% 1 +11.6 pp +11.6 pp +11.6 pp +11.6 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 252.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 177.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 172.3 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆1832 Asset Management L.P. CIK 0000944388 0.851 618 163.0 0.2% 4 +0.1 pp +0.0 pp -0.1 pp +0.2 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 154.5 1.8% 4 -0.1 pp -0.1 pp -0.2 pp +1.8 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 143.7 0.0% 6 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Asset Management One Co., Ltd. CIK 0001068855 0.899 957 141.8 0.4% 4 +0.1 pp +0.1 pp +0.1 pp +0.4 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 99.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 86.7 2.7% 4 -0.1 pp -0.1 pp -0.1 pp +2.7 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 81.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 78.2 0.4% 4 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 62.4 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 57.5 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Voya Financial Advisors, Inc. CIK 0001424367 0.864 208 41.2 4.1% 4 -0.0 pp -0.3 pp -0.3 pp +4.1 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 40.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MCF Advisors LLC CIK 0001602905 0.682 1403 38.9 1.7% 4 -0.5 pp -0.8 pp -0.6 pp +1.7 pp
☆Liberty Mutual Group Asset Management Inc. CIK 0001533497 0.339 39 36.6 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 34.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Trilogy Capital Inc. CIK 0001722512 0.616 400 34.3 1.5% 4 +0.0 pp -1.3 pp -1.3 pp +1.5 pp
☆FULTON BREAKEFIELD BROENNIMAN LLC CIK 0001119254 0.688 208 33.5 2.2% 4 +0.1 pp +0.0 pp +0.0 pp +2.2 pp
☆Crestwood Advisors Group, LLC CIK 0001426853 0.707 877 33.2 0.6% 4 -0.0 pp +0.1 pp +0.1 pp +0.6 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 31.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 28.1 0.5% 4 -0.1 pp -0.0 pp -0.0 pp +0.5 pp
☆New Jersey Better Educational Savings Trust CIK 0001482010 0.793 4 26.0 42.7% 3 -4.3 pp -4.5 pp +42.7 pp +42.7 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 26.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Santa Clara Valley Transportation Authority CIK 0002043469 0.859 4 24.7 20.5% 4 -0.4 pp -0.6 pp -1.0 pp +20.5 pp
☆SECURIAN ASSET MANAGEMENT, INC CIK 0001035350 0.688 926 22.5 0.9% 4 +0.0 pp +0.4 pp +0.4 pp +0.9 pp
☆NEW YORK LIFE INVESTMENT MANAGEMENT LLC CIK 0001133639 0.756 778 22.1 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Strategic Investment Advisors / MI CIK 0001760540 0.707 398 21.9 1.5% 4 +0.5 pp +0.5 pp +0.7 pp +1.5 pp
☆Blue Edge Capital, LLC CIK 0001599620 0.485 137 21.8 2.9% 4 +0.0 pp +0.1 pp +0.2 pp +2.9 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 20.8 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆ST GERMAIN D J CO INC CIK 0000831571 0.623 914 20.8 0.8% 4 -0.0 pp -0.0 pp -0.0 pp +0.8 pp
☆Advisors Capital Management, LLC CIK 0001345576 0.650 634 19.6 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆STATE FARM MUTUAL AUTOMOBILE INSURANCE CO CIK 0000315032 0.975 107 19.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cosner Financial Group, LLC CIK 0001674627 0.733 37 18.7 10.3% 4 +0.8 pp +0.5 pp +1.3 pp +10.3 pp
☆McKinley Carter Wealth Services, Inc. CIK 0001484265 0.685 317 18.4 1.1% 4 +0.2 pp +0.1 pp +0.2 pp +1.1 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 18.3 0.1% 4 -0.4 pp -0.5 pp -0.6 pp +0.1 pp
☆Pallas Capital Advisors LLC CIK 0001862282 0.593 1034 16.6 0.6% 4 +0.0 pp +0.0 pp +0.0 pp +0.6 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 14.4 0.9% 4 -2.3 pp -2.2 pp -2.2 pp +0.9 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 14.2 0.2% 5 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆Destination Wealth Management CIK 0001278573 0.701 325 14.2 0.4% 4 +0.0 pp +0.0 pp -0.0 pp +0.4 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 13.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Shelter Mutual Insurance Co CIK 0001455288 0.476 58 13.5 3.0% 4 -0.2 pp -0.2 pp -0.4 pp +3.0 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 12.2 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
☆Westover Capital Advisors, LLC CIK 0001483467 0.358 240 11.3 2.1% 4 -0.0 pp -0.1 pp -0.1 pp +2.1 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 11.2 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 11.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆One Capital Management, LLC CIK 0001606588 0.779 522 10.2 0.3% 3 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 10.0 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆SIMA Wealth Partners, LLC CIK 0002135539 0.642 130 9.9 7.6% 6 +0.6 pp +0.6 pp +0.4 pp +1.0 pp
☆Glassy Mountain Advisors, Inc. CIK 0001914617 0.454 76 9.6 3.0% 4 +0.2 pp +0.3 pp -0.2 pp +3.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 9.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Premier Path Wealth Partners, LLC CIK 0001999925 0.357 400 9.4 1.2% 4 -0.2 pp -0.3 pp -0.4 pp +1.2 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 9.1 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kraft, Davis & Associates, LLC CIK 0001919438 0.453 155 8.9 1.9% 4 +0.7 pp +0.7 pp +0.6 pp +1.9 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 8.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 8.2 0.5% 4 +0.0 pp +0.1 pp +0.1 pp +0.5 pp
☆IVC Wealth Advisors LLC CIK 0001842811 0.409 177 8.0 3.5% 4 +0.0 pp +0.0 pp +0.0 pp +3.5 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 7.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 7.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Triumph Capital Management CIK 0001730765 0.195 1861 6.9 1.4% 4 +1.2 pp +1.2 pp +1.1 pp +1.4 pp
☆Dakota Wealth Management CIK 0001631353 0.544 771 6.9 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 6.9 0.2% 4 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Trivant Custom Portfolio Group, LLC CIK 0001977992 0.217 82 6.8 3.7% 4 -1.5 pp -1.0 pp -1.2 pp +3.7 pp
☆Kensington Asset Management, LLC CIK 0001979884 0.823 39 6.7 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Archford Capital Strategies, LLC CIK 0001606609 0.359 359 6.7 0.8% 3 -0.0 pp +0.2 pp +0.8 pp +0.8 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 6.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 5.7 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆Napier Financial, LLC CIK 0002086579 0.647 472 5.7 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Wealthspire Retirement, LLC CIK 0002040084 0.698 321 5.5 0.3% 4 -0.0 pp +0.1 pp -0.0 pp +0.3 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 5.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Erickson Financial Group, LLC CIK 0001797734 0.820 25 5.3 3.3% 4 +0.2 pp +0.4 pp +0.2 pp +3.3 pp
☆Fjell Capital, LLC CIK 0002053350 0.309 66 5.3 4.1% 4 +0.4 pp +0.3 pp +0.3 pp +4.1 pp
☆CWM, LLC CIK 0001535847 0.788 5645 5.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Center For Asset Management LLC CIK 0001844878 0.268 151 5.2 2.6% 4 +0.0 pp -0.3 pp -0.7 pp +2.6 pp
☆Financial Avengers, Inc. CIK 0001844393 0.740 155 5.2 2.4% 4 +0.7 pp +0.7 pp +0.8 pp +2.4 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 5.0 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆AIRE ADVISORS, LLC CIK 0001908177 0.575 179 4.8 0.9% 4 +0.0 pp +0.0 pp -0.0 pp +0.9 pp
☆Bauman Advisory Group, LLC CIK 0002111802 0.251 81 4.4 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 4.2 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 4.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 4.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 3.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Columbus Macro, LLC CIK 0001727269 0.259 207 3.8 0.4% 4 -0.2 pp -0.3 pp -0.4 pp +0.4 pp
☆PRUDENTIAL PLC CIK 0000898419 0.878 691 3.8 0.0% 4 +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% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Landing Point Financial Group, LLC CIK 0002025964 0.029 99 3.7 1.8% 4 -0.1 pp -0.0 pp -0.6 pp +1.8 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 3.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Compagnie Lombard Odier SCmA CIK 0001615423 0.849 485 3.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆K2 Financial Inc. CIK 0002044711 0.455 60 3.4 2.5% 4 +0.1 pp +0.3 pp +0.4 pp +2.5 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 3.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 3.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 2.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 2.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 2.7 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Asset Management, LLC CIK 0001509974 0.696 183 2.7 0.4% 4 +0.1 pp +0.1 pp +0.1 pp +0.4 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 2.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Synergies Wealth Advisors, Inc. CIK 0002017868 0.874 116 2.6 0.3% 4 +0.0 pp +0.0 pp -0.0 pp +0.3 pp
☆Stratos Investment Management, LLC CIK 0001707206 0.673 382 2.6 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Heck Capital Advisors, LLC CIK 0002046227 0.468 214 2.6 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆GLOBALT Investments LLC / GA CIK 0002011891 0.871 213 2.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 2.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 2.4 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 2.4 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Compass Financial Group, Inc. CIK 0001666910 0.564 51 2.3 1.0% 4 +0.0 pp -0.0 pp -0.1 pp +1.0 pp
☆10Elms LLP CIK 0002056650 0.266 526 2.2 1.4% 4 -0.4 pp -0.4 pp -0.5 pp +1.4 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 2.1 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 2.1 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 2.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Banco Santander, S.A. (SAN, BCDRF) CIK 0000891478 0.801 511 1.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Arista Wealth Management, LLC CIK 0001964758 0.708 266 1.9 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 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
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 1.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 1.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ CIK 0001009016 0.830 421 1.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 1.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GREENWOOD CAPITAL ASSOCIATES LLC CIK 0001161822 0.371 284 1.8 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 1.6 0.0% 4 +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 1.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Bellwether Advisors, LLC CIK 0001819815 0.107 167 1.5 0.3% 4 +0.0 pp +0.0 pp -0.0 pp +0.3 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 1.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 1.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Advyzon Investment Management, LLC CIK 0002011872 0.218 754 1.5 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆WBH ADVISORY INC CIK 0001259671 0.566 363 1.4 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆MMBG INVESTMENT ADVISORS CO. CIK 0001765876 0.726 177 1.4 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Tolleson Wealth Management, Inc. CIK 0001772937 0.885 96 1.4 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
☆Tempo Wealth, LLC CIK 0002112005 0.447 237 1.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 1.3 0.0% 5 +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% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 1.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PayPay Securities Corp CIK 0001908623 0.257 302 1.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 1.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TMB Capital Partners, LLC CIK 0002111931 0.284 177 1.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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☆Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 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
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Clearwater Capital Advisors, LLC CIK 0001690531 0.788 189 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
☆Atria Investments, Inc CIK 0001535865 0.500 2111 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Future Financial Wealth Managment LLC CIK 0001801892 0.366 132 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TOWNSQUARE CAPITAL LLC CIK 0001761755 0.284 284 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrity Investment Advisors, LLC CIK 0002066359 0.417 72 0.0 0.0% 0 -0.1 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
☆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
☆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
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 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
☆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
☆Pinion Investment Advisors, LLC CIK 0001738738 0.439 204 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 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
☆Clearbridge Investments, LLC CIK 0001348883 0.903 699 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Bristlecone Advisors, LLC CIK 0001671716 0.543 233 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 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
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆YANKCOM Partnership CIK 0002036975 0.405 308 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
☆Sensible Financial Planning & Management, LLC. CIK 0001567738 0.884 31 0.0 0.0% 0 +0.0 pp -13.4 pp -13.6 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
☆Family Legacy Financial Solutions, LLC CIK 0002076068 0.412 65 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
☆Bellecapital International Ltd. CIK 0001600152 0.411 123 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 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
☆Transce3nd, LLC CIK 0002023570 0.000 170 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
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆DecisionPoint Financial, LLC CIK 0001938514 0.881 1416 0.0 0.0% 0 -0.0 pp +0.0 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
☆Impact Capital Partners LLC CIK 0002054916 0.218 283 0.0 0.0% 0 -0.1 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% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Robinswood Financial LLC CIK 2139748 0.585 435 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆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
☆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
☆Vontobel Holding Ltd. CIK 0001588340 0.633 1197 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆VANCE WEALTH, LLC CIK 0001910854 0.464 137 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆CAPE COD FIVE CENTS SAVINGS BANK CIK 0001054646 0.421 203 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Global Assets Advisory, LLC CIK 0001942932 0.029 322 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 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
☆ROCKLAND TRUST CO CIK 0000084616 0.643 317 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Pinnacle Financial Partners Inc CIK 0001115055 0.553 459 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FINEMARK NATIONAL BANK & TRUST CIK 0001537720 0.701 452 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CNO Financial Group, Inc. (CNO, CNO-PA) CIK 0001224608 0.896 8 0.0 0.0% 0 +0.0 pp +0.0 pp -4.8 pp +0.0 pp
☆Long Run Wealth Advisors, LLC CIK 0001903296 0.675 106 0.0 0.0% 0 -11.7 pp -12.0 pp -11.5 pp +0.0 pp
☆TWIN CITY PRIVATE WEALTH, LLC CIK 0002021982 0.133 104 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Apollon Financial, LLC CIK 0002011195 0.470 293 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Lloyd Advisory Services, LLC. CIK 0001802474 0.000 628 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Centennial Bank/AR/ CIK 0001994744 0.261 341 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 +0.0 pp -0.1 pp +0.0 pp
☆OLIVER LAGORE VANVALIN INVESTMENT GROUP CIK 0001907568 0.031 656 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Quent Capital, LLC CIK 0001912338 0.680 1649 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Colonial Trust Advisors CIK 0001567993 0.560 807 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Optivise Advisory Services LLC CIK 0002042876 0.056 227 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆DHK Financial Advisors, Inc. CIK 0001922962 0.374 87 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 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
☆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
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 0.0 0.0% 0 +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% 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
☆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
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 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
☆AFFINITY WEALTH LLC CIK 2111764 0.876 27 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Pictet North America Advisors SA CIK 0001599576 0.451 154 0.0 0.0% 0 -0.1 pp -0.0 pp -0.1 pp +0.0 pp
☆Stone House Investment Management, LLC CIK 0001696497 0.373 1339 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆POM Investment Strategies, LLC CIK 0001906322 0.011 350 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
☆CHOREO, LLC CIK 0001679031 0.797 1690 0.0 0.0% 0 +0.0 pp -0.0 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
☆Guerra Advisors Inc CIK 0002055363 0.000 0 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
☆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
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 -0.4 pp -0.4 pp -0.6 pp +0.0 pp
☆National Philanthropic Trust CIK 0001785342 0.575 409 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 +0.0 pp -3.2 pp -2.8 pp +0.0 pp
☆Shared Vision Wealth Group LLC CIK 0002008178 0.394 114 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Veltria Advisors Corp. CIK 0001941369 0.000 42 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
☆Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 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
☆Raleigh Capital Management Inc. CIK 0001911726 0.166 610 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIDUCIARY TRUST CO CIK 0000035442 0.872 892 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Wealth Watch Advisors, INC CIK 0002040515 0.165 123 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆TRANSATLANTIQUE PRIVATE WEALTH LLC CIK 0001935000 0.000 0 0.0 0.0% 0 -0.8 pp -0.7 pp -0.7 pp -0.7 pp
☆Northwest Capital Management Inc CIK 0001730404 0.000 92 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 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 (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