Signals

← Signals

☆ICLR

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

Flow ranking

Rank#1313
Score / z0.027 / 0.02
Consensus139.34 over 257 funds
Momentumnot computed

Price & positioning

227 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

Forensics

Issuance as of 2026Q2
Accrual ratio-0.013
F-score—
M-score—
Net issuance405.4%
See the full series →

Insider

Score-3.00
Buys / cluster sells0 / 3
DateInsiderCodeValue
2026-09-17 McCague Eugene Pacelli M $409,284
2026-09-17 McCague Eugene Pacelli S $569,625
2026-09-17 Murphy Ronan Martin M $629,329
2026-09-17 Murphy Ronan Martin S $875,875
2026-09-16 CLIMAX JOHN DR M $629,329
2026-09-16 CLIMAX JOHN DR S $875,875

8-K events

Negative / total0 / 0

Ownership

13D / 13G / dilution0 / 0 / 0
FiledFormFiler
2024-05-02 424B5 ICON PLC
2024-04-26 424B5 ICON PLC

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 ▾
☆Artisan Partners Limited Partnership CIK 0001466153 0.780 328 1,045.0 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 545.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 532.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 448.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ninety One UK Ltd CIK 0001418329 0.903 271 435.4 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 354.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 295.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FMR LLC CIK 0000315066 0.989 5571 285.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 283.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Ruane, Cunniff & Goldfarb L.P. CIK 0001720792 0.887 54 248.5 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
☆HARRIS ASSOCIATES L P CIK 0000813917 0.910 161 238.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 192.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆1832 Asset Management L.P. CIK 0000944388 0.851 618 167.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Clearbridge Investments, LLC CIK 0001348883 0.903 699 167.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NORGES BANK CIK 0001374170 0.994 1617 158.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 157.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆COMGEST GLOBAL INVESTORS S.A.S. CIK 0001574947 0.834 55 154.9 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 142.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Pacific Advisors, LP CIK 0001377581 0.846 74 140.2 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 123.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Trinity Street Asset Management LLP CIK 0001592579 0.799 23 122.4 8.4% 1 +8.4 pp +8.4 pp +8.4 pp +8.4 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 118.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 113.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 112.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 109.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VOLORIDGE INVESTMENT MANAGEMENT, LLC CIK 0001556921 0.111 784 104.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆BAMCO INC /NY/ CIK 0001017918 0.724 345 100.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Holocene Advisors, LP CIK 0001700574 0.334 782 98.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 94.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆FIDUCIARY MANAGEMENT INC /WI/ CIK 0000764532 0.570 56 94.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 89.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 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 89.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 88.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆EARNEST PARTNERS LLC CIK 0001102578 0.774 304 86.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆USS Investment Management Ltd CIK 0001587381 0.888 617 82.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆EQUITY INVESTMENT CORP CIK 0001685771 0.623 76 82.3 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆POLEN CAPITAL MANAGEMENT LLC CIK 0001034524 0.845 219 78.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 77.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 77.3 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 73.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 70.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CANTILLON CAPITAL MANAGEMENT LLC CIK 0001279936 0.470 27 67.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 66.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ninety One North America, Inc. CIK 0001633343 0.550 106 62.4 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 60.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stephens Investment Management Group LLC CIK 0001314440 0.460 176 60.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆BAUPOST GROUP LLC/MA CIK 0001061768 0.000 23 58.9 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 56.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fisher Funds Management LTD CIK 0001435028 0.536 174 56.2 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 53.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Brandywine Global Investment Management, LLC CIK 0000829108 0.000 0 51.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆WESTFIELD CAPITAL MANAGEMENT CO LP CIK 0001177719 0.519 278 50.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Orbis Allan Gray Ltd CIK 0001663865 0.815 97 48.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 47.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 47.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Camber Capital Management LP CIK 0001444043 0.470 23 43.6 6.1% 1 +6.1 pp +6.1 pp +6.1 pp +6.1 pp
☆Mawer Investment Management Ltd. CIK 0001538449 0.794 142 38.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 38.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Diamond Hill Capital Management, LLC (Investment Advisor) CIK 0001217541 0.718 186 38.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Iron Triangle Partners LP CIK 0001779763 0.000 27 36.4 5.8% 1 +5.8 pp +5.8 pp +5.8 pp +5.8 pp
☆River Road Asset Management, LLC CIK 0001341401 0.545 175 35.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Coho Partners, Ltd. CIK 0001350585 0.545 32 33.6 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆VANGUARD GROUP INC CIK 0000102909 0.000 0 32.7 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 31.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 30.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BRANDES INVESTMENT PARTNERS, LP CIK 0001015079 0.638 193 30.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Eagle Health Investments LP CIK 0001842545 0.381 27 29.5 7.3% 1 +7.3 pp +7.3 pp +7.3 pp +7.3 pp
☆WCM INVESTMENT MANAGEMENT, LLC CIK 0001061186 0.913 266 28.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LAKEWOOD CAPITAL MANAGEMENT, LP CIK 0001424381 0.450 62 28.4 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Canoe Financial LP CIK 0001908219 0.715 110 28.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Hudson Bay Capital Management LP CIK 0001393825 0.317 1210 28.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MACQUARIE GROUP LTD CIK 0001418333 0.778 929 27.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 27.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAK CAPITAL ONE LLC CIK 0001385702 0.646 17 26.8 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 26.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROWN CAPITAL MANAGEMENT LLC CIK 0000885062 0.121 54 26.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 26.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Walleye Capital LLC CIK 0001758720 0.283 1924 26.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆HUDSON EDGE INVESTMENT PARTNERS INC. CIK 0000740272 0.473 123 26.0 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 25.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Alyeska Investment Group, L.P. CIK 0001453072 0.264 652 25.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 23.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Zuckerman Investment Group, LLC CIK 0001423296 0.581 138 23.0 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 22.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Grandeur Peak Global Advisors, LLC CIK 0001569137 0.264 75 21.9 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 19.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Amundi CIK 0001330387 0.000 1 18.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIL Ltd CIK 0000318989 0.878 1140 17.4 0.0% 1 +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 16.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Running Oak Capital LLC CIK 0001803994 0.162 59 15.6 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 14.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Walter Public Investments Inc. CIK 0001925251 0.123 53 14.7 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Prosight Management, LP CIK 0001617201 0.300 36 14.3 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆Capital Research Global Investors CIK 0001422848 0.983 426 14.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BOONE CAPITAL MANAGEMENT LLC CIK 0001882053 0.402 16 13.9 6.0% 1 +6.0 pp +6.0 pp +6.0 pp +6.0 pp
☆FAYEZ SAROFIM & CO CIK 0000937729 0.953 300 13.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SANDS CAPITAL MANAGEMENT, LLC CIK 0001020066 0.850 71 13.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KORNITZER CAPITAL MANAGEMENT INC /KS CIK 0000898358 0.440 548 13.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆PFM Health Sciences, LP CIK 0001442756 0.073 96 12.8 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆FARMERS & MERCHANTS INVESTMENTS INC CIK 0001259969 0.739 1760 12.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 12.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Foresight Group Ltd Liability Partnership CIK 0001943441 0.271 62 11.7 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆CAMBIAR INVESTORS LLC CIK 0000823621 0.361 150 11.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Hound Partners, LLC CIK 0001353316 0.078 32 10.9 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆THORNBURG INVESTMENT MANAGEMENT INC CIK 0001145020 0.875 139 10.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 10.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FRONTIER CAPITAL MANAGEMENT CO LLC CIK 0000351173 0.365 300 10.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 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 10.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STATE OF MICHIGAN RETIREMENT SYSTEM CIK 0000762152 0.814 960 10.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Motley Fool Wealth Management, LLC CIK 0001607978 0.000 19 9.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆LOOMIS SAYLES & CO L P CIK 0000312348 0.972 707 9.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Distillate Capital Partners LLC CIK 0001741001 0.168 118 9.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 9.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Eversept Partners, LP CIK 0001697013 0.242 115 9.4 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆PALISADE CAPITAL MANAGEMENT, LP CIK 0001009006 0.185 294 9.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆PARTHENON LLC CIK 0001088859 0.632 133 9.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Foyston, Gordon & Payne Inc CIK 0001322853 0.324 68 8.7 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Aberdeen Group plc CIK 0001716774 0.934 934 8.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AXA S.A. CIK 0000898427 0.038 46 8.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Liontrust Investment Partners LLP CIK 0001544204 0.226 194 8.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆M&G Plc CIK 0001802539 0.820 370 8.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Boston Partners CIK 0001386060 0.833 802 8.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Marks Group Wealth Management, Inc CIK 0001802473 0.165 350 8.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆PARNASSUS INVESTMENTS, LLC CIK 0000948669 0.891 135 7.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRETRAIL INVESTMENTS PTY LTD CIK 0001943822 0.345 32 7.7 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Eldred Rock Partners, LLC CIK 0001984180 0.460 29 7.7 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC CIK 0001005607 0.472 203 7.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Financiere des Professionnels - Fonds d'investissement inc. CIK 0001996846 0.378 344 7.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆FINEMARK NATIONAL BANK & TRUST CIK 0001537720 0.701 452 7.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆AMERICAN CAPITAL MANAGEMENT INC CIK 0001320168 0.498 80 7.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 7.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Global Advisors, LLC CIK 0001580212 0.136 129 7.1 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Hyperion Capital Advisors LP CIK 0001794499 0.314 67 7.1 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
☆EDMOND DE ROTHSCHILD HOLDING S.A. CIK 0001649647 0.663 603 6.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GATEWAY INVESTMENT ADVISERS LLC CIK 0001114618 0.806 779 6.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LVM CAPITAL MANAGEMENT LTD/MI CIK 0001053054 0.597 163 5.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆MOORE CAPITAL MANAGEMENT, LP CIK 0001448574 0.024 715 5.5 0.1% 1 +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 5.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ADAGE CAPITAL PARTNERS GP, L.L.C. CIK 0001165408 0.839 1002 5.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST NATIONAL BANK OF OMAHA CIK 0000036644 0.562 505 5.3 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 5.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRILLIUM ASSET MANAGEMENT, LLC CIK 0000884541 0.653 230 5.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 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
☆Transamerica Financial Advisors, LLC CIK 0001502149 0.192 2188 0.0 0.0% 1 +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 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Pacific Capital Partners Ltd CIK 0002064920 0.069 40 0.0 0.0% 0 +0.0 pp -1.3 pp +0.0 pp +0.0 pp
☆Provenance Wealth Advisors, LLC CIK 0002081584 0.886 609 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aventura Private Wealth, LLC CIK 0002074418 0.307 986 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 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
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 ICLR). Qtrs Held counts distinct quarters this fund has actually held ICLR (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its ICLR position size. Δ columns are the percentage-point change in ICLR'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