Signals

← Signals

☆ICF

339 in-universe funds with a nonzero position in ICF within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#1271
Score / z0.033 / 0.02
Consensus126.47 over 226 funds
Momentumnot computed

Price & positioning

227 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 ▾
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 136.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 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 87.6 0.0% 3 -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 74.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 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 48.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 38.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 32.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 31.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Connecticut Wealth Management, LLC CIK 0001689829 0.874 340 29.2 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 28.6 0.0% 1 +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 28.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 23.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 22.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆National Philanthropic Trust CIK 0001785342 0.575 409 20.2 0.3% 3 -0.1 pp -0.0 pp +0.3 pp +0.3 pp
☆Creative Planning CIK 0001540235 0.979 4196 19.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMG National Trust Bank CIK 0001388829 0.744 439 19.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 15.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LBMC INVESTMENT ADVISORS, LLC CIK 0001536924 0.862 245 15.7 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 14.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 14.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFG Advisors, LLC CIK 0001783412 0.743 165 14.3 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 13.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 13.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Koss-Olinger Consulting, LLC CIK 0001861163 0.726 172 12.8 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 12.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 12.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 11.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 10.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FUKOKU MUTUAL LIFE INSURANCE CO CIK 0001033324 0.593 256 10.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆AWM CAPITAL, LLC CIK 0001806820 0.854 122 10.1 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆William Howard & Co Financial Advisors Inc CIK 0002023493 0.637 54 9.8 8.5% 1 +8.5 pp +8.5 pp +8.5 pp +8.5 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 9.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brewster Financial Planning LLC CIK 0001898145 0.842 30 9.7 6.5% 1 +6.5 pp +6.5 pp +6.5 pp +6.5 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 9.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 9.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 8.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 8.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 7.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ballentine Partners, LLC CIK 0001374889 0.936 1078 7.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 7.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 6.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 6.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 6.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 6.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 6.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 6.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 5.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Asset Management Group, Inc. CIK 0001511550 0.511 137 5.8 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 5.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 5.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ifrah Financial Services, Inc. CIK 0001382646 0.331 214 5.3 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Garde Capital, Inc. CIK 0001616328 0.622 224 5.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Family Firm, Inc. CIK 0001602603 0.390 87 4.9 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Cornerstone Wealth Group, LLC CIK 0001774879 0.483 496 4.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 4.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FIDUCIARY TRUST CO CIK 0000035442 0.872 892 3.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 3.9 0.0% 1 +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 3.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ARBOR TRUST WEALTH ADVISORS, LLC CIK 0001797135 0.351 96 3.7 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 3.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆SOA Wealth Advisors, LLC. CIK 0001849444 0.541 892 3.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Wealthspire Retirement, LLC CIK 0002040084 0.698 321 3.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 3.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 3.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 2.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 2.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 2.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC CIK 0002044324 0.625 133 2.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 2.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mine & Arao Wealth Creation & Management, LLC. CIK 0001802994 0.775 78 2.4 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 2.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cassaday & Co Wealth Management LLC CIK 0001963612 0.946 1313 2.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 2.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Elios Financial Group Inc. CIK 0002035601 0.361 120 2.1 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆FIRST NATIONAL CORP /MA/ /ADV CIK 0000816192 0.484 174 2.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Frank, Rimerman Advisors LLC CIK 0001977560 0.537 612 2.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 1.9 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 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUSTMARK BANK TRUST DEPARTMENT CIK 0000861176 0.660 278 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McNaughton Wealth Management, LLC CIK 0001802691 0.397 75 1.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 1.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arrow Investment Advisors, LLC CIK 0001378410 0.351 75 1.4 1.3% 3 -0.2 pp -0.4 pp +1.3 pp +1.3 pp
☆jvl associates llc CIK 0001915765 0.770 79 1.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Greykasell Wealth Strategies, Inc. CIK 0002041220 0.272 483 1.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BAILARD, INC. CIK 0000750641 0.578 763 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BANK OF STOCKTON CIK 0001387723 0.529 126 1.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆White Lighthouse Investment Management Inc. CIK 0001727593 0.732 151 1.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TCV Trust & Wealth Management, Inc. CIK 0001135439 0.578 226 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ARK & TLK INVESTMENTS, LLC CIK 0002013188 0.718 126 1.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆SONATA CAPITAL GROUP INC CIK 0001172036 0.454 128 1.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 1.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Dakota Wealth Management CIK 0001631353 0.544 771 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COBBLESTONE CAPITAL ADVISORS LLC /NY/ CIK 0001033505 0.775 304 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fortress Wealth Management, Inc. CIK 0001908099 0.534 75 1.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Wealthstream Advisors, Inc. CIK 0001833780 0.848 204 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Audent Global Asset Management, LLC CIK 0001834874 0.165 46 0.9 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Horizons Wealth Management CIK 0001943228 0.557 166 0.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Evanson Asset Management, LLC CIK 0001626379 0.793 321 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SIGMA INVESTMENT COUNSELORS INC CIK 0001085163 0.800 218 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Westside Investment Management, Inc. CIK 0001538383 0.328 1446 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Family Office Research LLC CIK 0002041267 0.652 85 0.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BTC Capital Management, Inc. CIK 0001611848 0.537 207 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Whitegate Investment Counselors, Inc. CIK 0001667102 0.659 76 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆VERITY Wealth Advisors CIK 0001763138 0.612 81 0.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Capital Planning Advisors, LLC CIK 0001631941 0.535 146 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SCS Capital Management LLC CIK 0001303159 0.917 485 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆White Knight Strategic Wealth Advisors, LLC CIK 0001904677 0.292 89 0.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Intergy Private Wealth, LLC CIK 0001911342 0.551 147 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆James J. Burns & Company, LLC CIK 0001949059 0.674 163 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DELTA CAPITAL MANAGEMENT LLC CIK 0000893738 0.223 108 0.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 0.7 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 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆One Capital Management, LLC CIK 0001606588 0.779 522 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PCA Investment Advisory Services Inc. CIK 0001977044 0.673 59 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Strata Wealth Advisors, LLC CIK 0001946237 0.727 97 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Glenview Trust Co CIK 0001691827 0.856 500 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Accel Wealth Management CIK 0001838226 0.241 305 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆JAMES INVESTMENT RESEARCH, INC. CIK 0000810384 0.370 375 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Tolleson Wealth Management, Inc. CIK 0001772937 0.885 96 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Affinity Capital Advisors, LLC CIK 0001810023 0.741 203 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McIlrath & Eck, LLC CIK 0001701714 0.332 1645 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Morling Financial Advisors, LLC CIK 0001905198 0.795 122 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Front Row Advisors LLC CIK 0001729254 0.508 576 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MGB Wealth Management, LLC CIK 0002015822 0.367 308 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆C M BIDWELL & ASSOCIATES LTD CIK 0001091860 0.373 494 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERICAN NATIONAL BANK & TRUST CIK 0001272164 0.539 631 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Centricity Wealth Management, LLC CIK 0002054645 0.318 430 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Archer Investment Corp CIK 0001803804 0.301 1254 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PINNEY & SCOFIELD, INC. CIK 0002056763 0.694 232 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PROATHLETE WEALTH MANAGEMENT LLC CIK 0002012065 0.829 300 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concord Wealth Partners CIK 0001814214 0.457 885 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Investors Research Corp CIK 0001730630 0.347 805 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Register Financial Advisors LLC CIK 0001962636 0.168 426 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Reyes Financial Architecture, Inc. CIK 0002047201 0.000 317 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brooklyn Investment Group CIK 0001795705 0.343 1827 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOTAL INVESTMENT MANAGEMENT INC CIK 0001068804 0.810 89 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Trust Asset Management, LLC CIK 0001729672 0.180 463 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Key FInancial Inc CIK 0001801720 0.372 1356 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COHEN & STEERS, INC. (CNS) CIK 0001284812 0.191 442 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creekmur Asset Management LLC CIK 0002013091 0.963 6 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Partners in Financial Planning CIK 0002054264 0.816 131 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WINNACLE WEALTH LLC CIK 0002079687 0.197 137 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROADWATER CAPITAL MANAGEMENT LLC CIK 0002084339 0.313 208 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 ICF). Qtrs Held counts distinct quarters this fund has actually held ICF (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its ICF position size. Δ columns are the percentage-point change in ICF's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — 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