Signals

← Signals

☆ICOW

170 in-universe funds with a nonzero position in ICOW within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#23471
Score / z-0.006 / -0.01
Consensus58.61 over 108 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 ▾
☆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 131.5 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 100.7 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 82.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 56.9 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 56.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 46.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 36.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sepio Capital, LP CIK 0001751412 0.794 346 31.3 1.9% 2 -0.1 pp +1.9 pp +1.9 pp +1.9 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 24.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 23.6 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 22.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pacer Advisors, Inc. CIK 0001616667 0.000 2582 17.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 17.0 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 15.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 14.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 14.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stratos Investment Management, LLC CIK 0001707206 0.673 382 13.0 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 12.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 12.1 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆Longview Financial Advisors, Inc. CIK 0001786915 0.634 43 11.3 8.0% 2 -2.2 pp +8.0 pp +8.0 pp +8.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 10.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 10.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealth Group Ltd CIK 0002010748 0.858 95 9.5 2.2% 2 -1.8 pp +2.2 pp +2.2 pp +2.2 pp
☆Commonwealth Financial Services, LLC CIK 0001536755 0.093 317 8.7 1.5% 2 +0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 8.0 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆WealthPlan Investment Management, LLC CIK 0001929986 0.471 473 6.8 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Fortis Advisors, LLC CIK 0001697478 0.324 122 6.4 3.7% 2 +0.4 pp +3.7 pp +3.7 pp +3.7 pp
☆Anson Capital, Inc. CIK 0001906003 0.307 93 6.3 4.7% 2 +0.1 pp +4.7 pp +4.7 pp +4.7 pp
☆ONE PLUS ONE WEALTH MANAGEMENT, LLC CIK 0001860132 0.295 89 5.6 2.7% 2 -0.0 pp +2.7 pp +2.7 pp +2.7 pp
☆TRUSTMARK BANK TRUST DEPARTMENT CIK 0000861176 0.660 278 5.5 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆American Alpha Advisors, LLC CIK 0002041441 0.151 91 5.1 3.7% 2 -0.0 pp +3.7 pp +3.7 pp +3.7 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 4.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Amplius Wealth Advisors, LLC CIK 0001900584 0.771 211 4.0 0.3% 2 -0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆CHANNEL WEALTH LLC CIK 0001975550 0.260 188 3.9 1.0% 2 +0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 3.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 3.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERICAN FINANCIAL & TAX STRATEGIES INC CIK 0000911927 0.335 102 3.6 1.8% 2 +0.1 pp +1.8 pp +1.8 pp +1.8 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 3.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Summit Wealth Partners, LLC CIK 0002033312 0.391 280 3.3 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆PRIVATE CLIENT SERVICES, LLC CIK 0001457005 0.207 229 3.3 1.1% 2 -0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 3.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthPLAN Partners, LLC CIK 0001639943 0.241 223 3.2 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 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
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 2.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Insight Advisors, LLC/ PA CIK 0001844880 0.630 241 2.9 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 2.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 2.7 0.0% 2 -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 2.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Empowered Funds, LLC CIK 0001592828 0.549 2112 2.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 2.5 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 2.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COZAD ASSET MANAGEMENT INC CIK 0000709428 0.414 453 2.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 2.2 0.2% 4 -0.0 pp -0.0 pp +0.1 pp +0.2 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 2.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BigSur Wealth Management LLC CIK 0001659171 0.297 169 1.9 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 1.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Moors & Cabot, Inc. CIK 0001607239 0.487 955 1.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Syntegra Private Wealth Group, LLC CIK 0001964298 0.862 202 1.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆LEIGH BALDWIN & CO., LLC CIK 0000946629 0.190 182 1.7 0.5% 2 +0.3 pp +0.5 pp +0.5 pp +0.5 pp
☆WNY Asset Management, LLC CIK 0001803296 0.575 260 1.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 1.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 1.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 1.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUE Private Wealth Advisors CIK 0001667074 0.344 283 1.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 1.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 1.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Investment Partners Asset Management, Inc. CIK 0001384416 0.212 168 1.1 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tripletail Wealth Management, LLC CIK 0002079812 0.216 278 0.9 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆LAKE STREET PRIVATE WEALTH, LLC CIK 0001772031 0.444 275 0.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Key FInancial Inc CIK 0001801720 0.372 1356 0.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Unified Investment Management CIK 0002054855 0.105 141 0.8 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARRETT & COMPANY, INC. CIK 0000887602 0.414 707 0.7 0.2% 2 -0.0 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 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆5T Wealth, LLC CIK 0002039313 0.300 134 0.6 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capasso Planning Partners LLC CIK 0001911938 0.609 86 0.5 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIDUCIARY FINANCIAL GROUP, LLC CIK 0001925420 0.574 373 0.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Next Level Private LLC CIK 0001910366 0.538 174 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IVC Wealth Advisors LLC CIK 0001842811 0.409 177 0.4 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brookwood Investment Group LLC CIK 0002066812 0.241 513 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fearless Solutions, LLC dba Best Invest CIK 0002094159 0.240 139 0.4 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆TCFG WEALTH MANAGEMENT, LLC CIK 0001548059 0.149 274 0.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Dana Investment Advisors, Inc. CIK 0001427514 0.519 572 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FSM Wealth Advisors, LLC CIK 0001942548 0.597 344 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KRAEMATON INVESTMENT ADVISORS, INC CIK 0001910852 0.174 103 0.3 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Vanguard Capital Wealth Advisors CIK 0001730578 0.118 132 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Lionsbridge Wealth Management LLC CIK 0001800533 0.119 68 0.3 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ERn Financial, LLC CIK 0001768302 0.529 161 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Investor's Fiduciary Advisor Network, LLC CIK 0002044901 0.141 219 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ethos Financial Group, LLC CIK 0001954242 0.258 648 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Onyx Bridge Wealth Group LLC CIK 0001819476 0.215 389 0.3 0.0% 2 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆QTR Family Wealth, LLC CIK 0002067954 0.142 337 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atlas Wealth Partners, LLC CIK 0001965798 0.460 64 0.2 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆INSTRUMENTAL WEALTH, LLC CIK 0001976010 0.654 89 0.2 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆GRIES FINANCIAL LLC CIK 0001049662 0.335 323 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BCGM Wealth Management, LLC CIK 0001830467 0.218 182 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆HBK Sorce Advisory LLC CIK 0001379995 0.951 658 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Empire Financial Management Company, LLC CIK 0001971875 0.017 139 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Opal Wealth Advisors, LLC CIK 0001844201 0.649 224 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆FORTRESS PRIVATE LEDGER, LLC CIK 0001718251 0.193 271 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CALDWELL SUTTER CAPITAL, INC. CIK 0000702007 0.183 930 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Copia Wealth Management CIK 0002058771 0.232 570 0.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Anchor Investment Management, LLC CIK 0001634149 0.399 1207 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.0 0.0% 2 +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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TD Capital Management LLC CIK 0001483824 0.737 797 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 0.0 0.0% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MTM Investment Management, LLC CIK 0001831416 0.252 708 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 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 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆United Community Bank CIK 0002000314 0.267 534 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Copley Financial Group, Inc. CIK 0002045258 0.304 118 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SAXON INTERESTS, INC. CIK 0001905867 0.156 238 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 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
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 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
☆BlueChip Wealth Advisors LLC CIK 0002015578 0.220 172 0.0 0.0% 0 -0.1 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 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 0.0 0.0% 0 -0.1 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
☆SOL Capital Management CO CIK 0001339270 0.000 0 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 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
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 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 ICOW). Qtrs Held counts distinct quarters this fund has actually held ICOW (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its ICOW position size. Δ columns are the percentage-point change in ICOW's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — 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