Signals

ICLR

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

Flow ranking

Rank#22762
Score / z-0.158 / -0.16
Consensus142.62 over 260 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interest+43% / 3.1d

Forensics

Issuance as of 2026Q2
Accrual ratio-0.013
F-score
M-score
Net issuance405.4%

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)
Fund Positions
Quarters Held

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 0.780 328 916.1 1.5% 4 -0.4 pp -0.3 pp -0.1 pp +1.5 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 654.3 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
HARRIS ASSOCIATES L P CIK 0000813917 0.910 161 481.5 0.6% 4 +0.1 pp -0.0 pp +0.3 pp +0.6 pp
FMR LLC CIK 0000315066 0.989 5571 461.9 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 429.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 366.5 0.2% 4 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
Brave Warrior Advisors, LLC CIK 0001553733 0.902 40 331.6 8.2% 1 +8.2 pp +8.2 pp +8.2 pp +8.2 pp
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 304.9 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 245.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Sachem Head Capital Management LP CIK 0001582090 0.459 19 232.9 5.6% 1 +5.6 pp +5.6 pp +5.6 pp +5.6 pp
GREENHAVEN ASSOCIATES INC CIK 0000846222 0.896 28 221.6 3.6% 4 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
Ruane, Cunniff & Goldfarb L.P. CIK 0001720792 0.887 54 180.9 3.0% 4 -1.8 pp -1.9 pp -1.3 pp +3.0 pp
BRANDES INVESTMENT PARTNERS, LP CIK 0001015079 0.638 193 158.8 1.1% 4 +0.0 pp +0.1 pp +0.9 pp +1.1 pp
Madison Avenue Partners, LP CIK 0001801265 0.565 25 142.0 6.2% 1 +6.2 pp +6.2 pp +6.2 pp +6.2 pp
Trinity Street Asset Management LLP CIK 0001592579 0.799 23 133.7 9.2% 4 -3.1 pp -1.2 pp +0.8 pp +9.2 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 132.6 0.1% 4 +0.0 pp -0.1 pp -0.2 pp +0.1 pp
1832 Asset Management L.P. CIK 0000944388 0.851 618 132.0 0.2% 4 -0.1 pp -0.2 pp -0.1 pp +0.2 pp
Capital World Investors CIK 0001422849 0.974 637 122.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
EQUITY INVESTMENT CORP CIK 0001685771 0.623 76 121.3 2.4% 4 +0.1 pp +0.1 pp +0.6 pp +2.4 pp
First Pacific Advisors, LP CIK 0001377581 0.846 74 109.7 1.5% 4 -0.8 pp -0.8 pp -0.5 pp +1.5 pp
LYRICAL ASSET MANAGEMENT LP CIK 0001542302 0.853 41 103.8 1.6% 2 -0.7 pp +1.6 pp +1.6 pp +1.6 pp
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. CIK 0001367401 0.843 241 101.7 0.9% 2 -0.3 pp +0.9 pp +0.9 pp +0.9 pp
EARNEST PARTNERS LLC CIK 0001102578 0.774 304 98.0 0.4% 4 -0.3 pp -0.2 pp +0.0 pp +0.4 pp
Holocene Advisors, LP CIK 0001700574 0.334 782 93.0 0.2% 4 +0.2 pp +0.1 pp -0.0 pp +0.2 pp
Boston Partners CIK 0001386060 0.833 802 92.4 0.1% 4 -0.1 pp -0.0 pp +0.1 pp +0.1 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 87.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 86.5 0.0% 4 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 83.8 0.1% 4 -0.1 pp -0.1 pp -0.0 pp +0.1 pp
LAKEWOOD CAPITAL MANAGEMENT, LP CIK 0001424381 0.450 62 82.7 5.3% 4 +1.1 pp +2.1 pp +3.2 pp +5.3 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 69.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
SOUND SHORE MANAGEMENT INC /CT/ CIK 0000820124 0.307 40 69.4 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 67.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Stephens Investment Management Group LLC CIK 0001314440 0.460 176 66.3 0.9% 4 -0.4 pp -0.2 pp +0.1 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 60.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 56.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 50.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Impactive Capital LP CIK 0001786767 0.909 8 49.9 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
BAMCO INC /NY/ CIK 0001017918 0.724 345 47.2 0.1% 4 -0.1 pp -0.2 pp -0.1 pp +0.1 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 45.8 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Aberdeen Group plc CIK 0001716774 0.934 934 44.2 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
River Road Asset Management, LLC CIK 0001341401 0.545 175 40.9 0.5% 4 -0.5 pp -0.1 pp +0.0 pp +0.5 pp
Eagle Health Investments LP CIK 0001842545 0.381 27 39.7 8.3% 4 -1.6 pp -0.1 pp +1.0 pp +8.3 pp
NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 38.3 0.1% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Maple Rock Capital Partners Inc. CIK 0001658363 0.428 51 37.1 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
HUDSON EDGE INVESTMENT PARTNERS INC. CIK 0000740272 0.473 123 35.3 5.2% 4 -1.9 pp -0.5 pp +0.7 pp +5.2 pp
Sio Capital Management, LLC CIK 0001482416 0.050 57 33.9 4.9% 2 +1.0 pp +4.9 pp +4.9 pp +4.9 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 32.4 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Zuckerman Investment Group, LLC CIK 0001423296 0.581 138 31.1 2.9% 4 +0.4 pp +0.5 pp +0.7 pp +2.9 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 28.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 27.8 0.0% 4 +0.0 pp -0.0 pp -0.2 pp +0.0 pp
PERRY CREEK CAPITAL LP CIK 0001769704 0.620 11 27.1 16.9% 3 +6.5 pp +7.3 pp +16.9 pp +16.9 pp
Diamond Hill Capital Management, LLC (Investment Advisor) CIK 0001217541 0.718 186 24.4 0.2% 4 -0.1 pp -0.0 pp -0.0 pp +0.2 pp
Walleye Capital LLC CIK 0001758720 0.283 1924 21.8 0.1% 4 -0.0 pp +0.0 pp -0.1 pp +0.1 pp
Soleus Capital Management, L.P. CIK 0001802630 0.426 97 21.2 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 19.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Fisher Funds Management LTD CIK 0001435028 0.536 174 19.3 0.6% 4 -1.8 pp -1.4 pp -0.8 pp +0.6 pp
BROWN ADVISORY INC CIK 0001345929 0.906 1447 19.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BROWN CAPITAL MANAGEMENT LLC CIK 0000885062 0.121 54 17.5 2.5% 4 +0.6 pp +1.3 pp +1.7 pp +2.5 pp
Distillate Capital Partners LLC CIK 0001741001 0.168 118 17.0 0.9% 4 +0.3 pp +0.3 pp +0.4 pp +0.9 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 17.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 16.7 0.0% 4 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
MOORE CAPITAL MANAGEMENT, LP CIK 0001448574 0.024 715 16.3 0.6% 4 +0.4 pp +0.5 pp +0.5 pp +0.6 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 16.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Hyperion Capital Advisors LP CIK 0001794499 0.314 67 15.8 7.6% 4 +1.7 pp +3.0 pp +3.2 pp +7.6 pp
BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 15.1 0.0% 2 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
Eldred Rock Partners, LLC CIK 0001984180 0.460 29 14.9 3.8% 4 +1.3 pp +1.5 pp +1.5 pp +3.8 pp
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 13.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 12.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Philosophy Capital Management LLC CIK 0001869199 0.250 35 12.3 1.4% 3 -1.6 pp -0.2 pp +1.4 pp +1.4 pp
Zurich Insurance Group Ltd/FI CIK 0001127799 0.439 323 12.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Vident Advisory, LLC CIK 0001744347 0.598 1911 12.1 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Running Oak Capital LLC CIK 0001803994 0.162 59 12.0 1.6% 4 -0.5 pp -0.3 pp -0.1 pp +1.6 pp
FRONTIER CAPITAL MANAGEMENT CO LLC CIK 0000351173 0.365 300 12.0 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
AVIVA PLC CIK 0001140022 0.925 854 11.8 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
KINGDON CAPITAL MANAGEMENT, L.L.C. CIK 0001000097 0.092 57 11.7 2.0% 2 +0.5 pp +2.0 pp +2.0 pp +2.0 pp
CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 11.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 11.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Polar Capital Holdings Plc CIK 0001837309 0.683 242 11.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Steamboat Capital Partners, LLC CIK 0001635663 0.148 59 11.1 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
Stanley Capital Management, LLC CIK 0001518934 0.344 37 11.1 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 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 10.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 10.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 9.7 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAMBIAR INVESTORS LLC CIK 0000823621 0.361 150 9.6 0.4% 4 -0.2 pp -0.2 pp -0.0 pp +0.4 pp
STATE OF MICHIGAN RETIREMENT SYSTEM CIK 0000762152 0.814 960 9.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
FARMERS & MERCHANTS INVESTMENTS INC CIK 0001259969 0.739 1760 9.2 0.3% 4 -0.2 pp -0.1 pp -0.1 pp +0.3 pp
Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 9.2 0.0% 4 -0.3 pp -0.3 pp -0.2 pp +0.0 pp
JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 9.1 0.0% 4 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
Leith Wheeler Investment Counsel Ltd. CIK 0001353651 0.681 85 9.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Foresight Group Ltd Liability Partnership CIK 0001943441 0.271 62 8.9 1.6% 4 -0.6 pp -0.6 pp -0.1 pp +1.6 pp
PARTHENON LLC CIK 0001088859 0.632 133 8.8 1.0% 4 -0.6 pp -0.5 pp -0.0 pp +1.0 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 8.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Liontrust Investment Partners LLP CIK 0001544204 0.226 194 8.0 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
Eversept Partners, LP CIK 0001697013 0.242 115 7.6 0.5% 4 -0.5 pp -0.2 pp -0.4 pp +0.5 pp
MUHLENKAMP & CO INC CIK 0001133219 0.446 28 7.3 1.9% 3 -1.7 pp -1.6 pp +1.9 pp +1.9 pp
TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 7.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Trexquant Investment LP CIK 0001633445 0.115 1625 6.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
683 Capital Management, LLC CIK 0001404574 0.253 128 6.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
DnB Asset Management AS CIK 0001456670 0.904 1276 6.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ARMISTICE CAPITAL, LLC CIK 0001601086 0.313 323 6.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
PALISADE CAPITAL MANAGEMENT, LP CIK 0001009006 0.185 294 6.4 0.2% 4 -0.1 pp -0.1 pp -0.1 pp +0.2 pp
GATEWAY INVESTMENT ADVISERS LLC CIK 0001114618 0.806 779 6.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
FIRETRAIL INVESTMENTS PTY LTD CIK 0001943822 0.345 32 6.4 2.2% 4 -1.1 pp -0.1 pp +0.2 pp +2.2 pp
PFM Health Sciences, LP CIK 0001442756 0.073 96 6.4 0.7% 4 -1.5 pp -1.3 pp -0.4 pp +0.7 pp
BNP Paribas Asset Management Holding S.A. CIK 1520354 0.898 2257 5.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 5.6 0.0% 1 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
Marks Group Wealth Management, Inc CIK 0001802473 0.165 350 5.6 0.5% 4 -0.3 pp -0.3 pp -0.2 pp +0.5 pp
DKRT Investments Corp. CIK 0002080627 0.185 50 5.5 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC CIK 0001005607 0.472 203 5.5 0.3% 4 -0.2 pp -0.2 pp -0.1 pp +0.3 pp
Schonfeld Strategic Advisors LLC CIK 0001665241 0.155 2292 5.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 5.0 0.0% 6 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Capital International Sarl CIK 0001065349 0.698 287 4.9 0.1% 3 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
Verition Fund Management LLC CIK 0001454027 0.193 1442 4.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. CIK 0000921739 0.784 1333 4.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sendero Wealth Management, LLC CIK 0001639375 0.653 209 4.5 0.5% 4 +0.1 pp +0.1 pp +0.2 pp +0.5 pp
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC CIK 0001164833 0.816 460 4.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tidal Investments LLC CIK 0001600064 0.635 2147 4.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Timber Creek Capital Management LLC CIK 0001510848 0.327 80 4.0 1.0% 2 -0.3 pp +1.0 pp +1.0 pp +1.0 pp
Hudson Bay Capital Management LP CIK 0001393825 0.317 1210 4.0 0.0% 4 -0.1 pp -0.1 pp -0.2 pp +0.0 pp
Quinn Opportunity Partners LLC CIK 0001633275 0.161 353 3.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Motley Fool Wealth Management, LLC CIK 0001607978 0.000 19 3.8 0.4% 4 -0.2 pp -0.3 pp -0.2 pp +0.4 pp
Amundi CIK 0001330387 0.000 1 3.7 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 3.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. CIK 0001166152 0.253 292 3.6 0.4% 3 +0.2 pp +0.1 pp +0.4 pp +0.4 pp
Swedbank AB CIK 0000946431 0.941 696 3.6 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 3.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
WINTON GROUP Ltd CIK 0001612063 0.014 1137 3.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
RICE HALL JAMES & ASSOCIATES, LLC CIK 0001230765 0.367 240 3.3 0.2% 4 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
Arkadios Wealth Advisors CIK 0001800798 0.458 1680 3.3 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
Motley Fool Asset Management LLC CIK 0001512814 0.684 249 3.2 0.1% 4 -0.3 pp -0.3 pp -0.1 pp +0.1 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 3.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
FIRST NATIONAL BANK OF OMAHA CIK 0000036644 0.562 505 3.1 0.1% 5 -0.1 pp -0.3 pp -0.2 pp -0.3 pp
LONDON CO OF VIRGINIA CIK 0001259887 0.821 169 3.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quartz Partners, LLC CIK 0001659978 0.119 191 2.9 1.1% 4 -0.1 pp +0.1 pp +0.4 pp +1.1 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 2.9 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SeaBridge Investment Advisors LLC CIK 0001304229 0.321 188 2.9 0.5% 3 -0.2 pp +0.1 pp +0.5 pp +0.5 pp
Inspire Investing, LLC CIK 0001670139 0.034 1266 2.8 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
CAPITAL INTERNATIONAL LTD /CA/ CIK 0001065350 0.588 150 2.7 0.1% 3 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 2.7 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Truffle Hound Capital, LLC CIK 0001595862 0.080 46 2.7 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 2.6 0.0% 4 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
Heights Point Management, LP CIK 0002050231 0.025 21 2.4 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
National Philanthropic Trust CIK 0001785342 0.575 409 2.4 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 2.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
BUCKHEAD CAPITAL MANAGEMENT LLC CIK 0001133999 0.238 146 2.4 0.9% 4 -0.2 pp -0.2 pp -0.0 pp +0.9 pp
Live Oak Private Wealth LLC CIK 0001799877 0.267 211 2.3 0.3% 4 -0.1 pp -0.1 pp +0.0 pp +0.3 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 2.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
AMERICAN FINANCIAL GROUP INC (AFG, AFGB, AFGC, AFGD, AFGE) CIK 0001042046 0.422 73 2.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
LPL Financial LLC CIK 0001403438 0.957 5996 2.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
ROMANO BROTHERS AND COMPANY CIK 0000200648 0.368 331 2.2 0.2% 4 -0.2 pp -0.2 pp -0.1 pp +0.2 pp
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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 -0.1 pp +0.0 pp
Aquatic Capital Management LLC CIK 1803916 0.018 1209 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wahed Invest LLC CIK 0001763146 0.415 227 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Annandale Capital, LLC CIK 0001811739 0.554 124 0.0 0.0% 0 -0.1 pp +0.0 pp -0.1 pp +0.0 pp
Taikang Asset Management (Hong Kong) Co Ltd CIK 0001755911 0.303 77 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
Napean Trading & Investment Co (Singapore) PTE Ltd CIK 0002011874 0.679 16 0.0 0.0% 0 +0.0 pp +0.0 pp -0.9 pp +0.0 pp
SIERRA OCEAN, LLC CIK 0002051715 0.582 72 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
FEDERATED HERMES, INC. (FHI) CIK 0001056288 0.708 2038 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
SECTOR GAMMA AS CIK 0001475373 0.224 40 0.0 0.0% 0 +0.0 pp -1.1 pp +0.0 pp +0.0 pp
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Ninety One North America, Inc. CIK 0001633343 0.550 106 0.0 0.0% 0 -3.4 pp -3.6 pp -3.1 pp +0.0 pp
GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
OPTIMIZE FINANCIAL INC. CIK 0002033266 0.127 294 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Truvestments Capital LLC CIK 0001750405 0.266 1150 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Bryn Mawr Trust Advisors, LLC CIK 0001700481 0.590 456 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Bellevue Group AG CIK 0001674546 0.451 148 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Canoe Financial LP CIK 0001908219 0.716 110 0.0 0.0% 0 -0.5 pp -0.5 pp -0.4 pp +0.0 pp
Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
EQUITABLE TRUST CO CIK 0000033250 0.557 452 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 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Allianz Asset Management GmbH CIK 0001535323 0.869 1564 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Irenic Capital Management LP CIK 0001929389 0.387 43 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Heartwood Wealth Advisors LLC CIK 0001794935 0.727 227 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
TRANSATLANTIQUE PRIVATE WEALTH LLC CIK 0001935000 0.000 0 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp -0.3 pp
Pettee Investors, Inc. CIK 0001596901 0.326 115 0.0 0.0% 0 -0.1 pp -0.1 pp -0.7 pp +0.0 pp
Park Square Financial Group, LLC CIK 0002058285 0.000 210 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 (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