Signals

← Signals

☆ICSH

525 in-universe funds with a nonzero position in ICSH within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#518
Score / z0.308 / 0.43
Consensus166.63 over 303 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interest+292% / 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 204.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FOSTER DYKEMA CABOT & PARTNERS, LLC CIK 0002011882 0.875 324 203.6 12.5% 3 +5.3 pp +4.6 pp +12.5 pp +12.5 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 203.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 180.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 146.4 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 146.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 118.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 111.5 0.1% 4 -0.0 pp -0.1 pp +0.0 pp +0.1 pp
☆DONALDSON CAPITAL MANAGEMENT, LLC CIK 0001487438 0.564 309 108.8 3.5% 3 +0.1 pp -0.6 pp +3.5 pp +3.5 pp
☆Temasek Holdings (Private) Ltd CIK 0001021944 0.910 176 99.8 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 84.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 64.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Winthrop Advisory Group LLC CIK 0001739043 0.835 226 59.6 5.0% 3 -0.4 pp -0.8 pp +5.0 pp +5.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 55.6 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Diversified Portfolios, Inc. CIK 0001634212 0.715 201 54.5 4.5% 3 -0.5 pp -0.8 pp +4.5 pp +4.5 pp
☆Foster Group, Inc. CIK 0001841544 0.874 318 53.1 1.6% 3 +0.1 pp +0.0 pp +1.6 pp +1.6 pp
☆Iron Gate Global Advisors LLC CIK 0001131181 0.823 109 51.3 5.3% 3 +0.8 pp +0.6 pp +5.3 pp +5.3 pp
☆Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 40.2 1.8% 2 +0.2 pp +1.8 pp +1.8 pp +1.8 pp
☆Valtinson Bruner Financial Planning LLC CIK 0001761450 0.557 189 37.0 10.6% 3 +0.5 pp -1.6 pp +10.6 pp +10.6 pp
☆Capital Advantage, Inc. CIK 0001628896 0.497 150 36.3 4.9% 3 +4.2 pp +4.2 pp +4.9 pp +4.9 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 36.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 35.8 0.3% 3 -0.1 pp -0.2 pp +0.3 pp +0.3 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 30.2 0.7% 3 -0.0 pp +0.1 pp +0.7 pp +0.7 pp
☆OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC CIK 0001005607 0.472 203 28.6 1.5% 3 +0.1 pp -0.0 pp +1.5 pp +1.5 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 27.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 26.8 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 25.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 24.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 23.6 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆Resonant Capital Advisors, LLC CIK 0001803236 0.643 538 23.1 1.3% 3 +0.7 pp +0.7 pp +1.3 pp +1.3 pp
☆Steele Capital Management, Inc. CIK 0001646695 0.876 85 22.3 1.0% 3 +0.0 pp +0.4 pp +1.0 pp +1.0 pp
☆Elwood & Goetz Wealth Advisory Group, LLC CIK 0001752758 0.746 148 22.2 3.9% 2 +3.8 pp +3.9 pp +3.9 pp +3.9 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 21.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 21.3 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆Cynosure Group, LLC CIK 0001763409 0.331 180 21.1 2.1% 3 -0.3 pp -0.4 pp +2.1 pp +2.1 pp
☆MAINSAIL ASSET MANAGEMENT, LLC CIK 0002016972 0.356 197 20.7 8.9% 2 +0.4 pp +8.9 pp +8.9 pp +8.9 pp
☆Bison Wealth, LLC CIK 0001845251 0.528 477 20.5 2.3% 3 +1.4 pp +1.6 pp +2.3 pp +2.3 pp
☆Roble, Belko & Company, Inc CIK 0001642305 0.792 486 20.4 2.7% 3 -0.0 pp -0.1 pp +2.7 pp +2.7 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 18.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avestar Capital, LLC CIK 0001704404 0.627 490 17.5 1.2% 3 -0.1 pp -0.3 pp +1.2 pp +1.2 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 17.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Sand Hill Global Advisors, LLC CIK 0001009209 0.857 214 16.8 0.6% 3 +0.0 pp -1.3 pp +0.6 pp +0.6 pp
☆BOKF, NA CIK 0000009634 0.752 1160 16.3 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 15.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 15.8 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆Landing Point Financial Group, LLC CIK 0002025964 0.029 99 15.2 7.6% 3 -0.2 pp -1.0 pp +7.6 pp +7.6 pp
☆SIMON QUICK ADVISORS, LLC CIK 0001692038 0.785 421 14.8 0.6% 3 -0.0 pp +0.1 pp +0.6 pp +0.6 pp
☆Congress Park Capital LLC CIK 0001730945 0.380 134 14.6 4.4% 3 +0.5 pp +0.6 pp +4.4 pp +4.4 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 14.5 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆Edgemoor Investment Advisors, Inc. CIK 0001313792 0.662 188 14.3 1.1% 3 -0.0 pp +0.1 pp +1.1 pp +1.1 pp
☆Morningstar Investment Management LLC CIK 0001673385 0.738 317 14.3 0.8% 2 +0.3 pp +0.8 pp +0.8 pp +0.8 pp
☆ALKEME WEALTH, LLC CIK 0001752045 0.319 101 13.1 5.6% 3 +0.9 pp +1.5 pp +5.6 pp +5.6 pp
☆Global Strategic Investment Solutions, LLC CIK 0001760076 0.752 150 13.0 1.3% 3 -0.7 pp -0.6 pp +1.3 pp +1.3 pp
☆Galvin, Gaustad & Stein, LLC CIK 0001840945 0.403 261 12.9 1.0% 3 +0.1 pp +0.4 pp +1.0 pp +1.0 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 12.7 0.3% 3 -0.1 pp -0.5 pp +0.3 pp +0.3 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 12.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 11.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 11.6 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 11.1 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 11.0 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 11.0 0.3% 3 +0.1 pp +0.0 pp +0.3 pp +0.3 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 11.0 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cannon Financial Strategists, Inc. CIK 0002031123 0.857 133 10.8 1.5% 3 +0.2 pp +1.2 pp +1.5 pp +1.5 pp
☆GUIDANCE CAPITAL, INC CIK 0001958743 0.490 233 10.6 2.6% 3 +0.2 pp +0.0 pp +2.6 pp +2.6 pp
☆Bay Capital Advisors, LLC CIK 0002055414 0.502 108 10.5 6.4% 2 -0.2 pp +6.4 pp +6.4 pp +6.4 pp
☆Snider Financial Group CIK 0001820681 0.424 103 10.3 2.8% 3 +0.5 pp +0.4 pp +2.8 pp +2.8 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 10.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 9.9 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Summit Wealth Group, LLC CIK 0001802865 0.629 129 9.8 2.3% 3 +0.1 pp +0.6 pp +2.3 pp +2.3 pp
☆Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 9.6 4.6% 3 +2.2 pp +1.9 pp +4.6 pp +4.6 pp
☆HENGEHOLD CAPITAL MANAGEMENT LLC CIK 0001536430 0.703 229 9.5 0.8% 3 -0.0 pp -0.1 pp +0.8 pp +0.8 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 9.4 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆MY Wealth Management Inc. CIK 0001827845 0.000 46 9.3 8.1% 3 -0.1 pp -0.8 pp +8.1 pp +8.1 pp
☆Glassy Mountain Advisors, Inc. CIK 0001914617 0.454 76 8.3 2.5% 3 -0.5 pp -0.9 pp +2.5 pp +2.5 pp
☆GWN SECURITIES INC. CIK 0001265905 0.178 486 8.0 1.6% 3 -0.3 pp -0.2 pp +1.6 pp +1.6 pp
☆Advisor OS, LLC CIK 0001767580 0.509 586 8.0 0.6% 3 -0.0 pp -0.1 pp +0.6 pp +0.6 pp
☆Farrow Financial, Inc. CIK 0002010644 0.400 55 7.6 4.4% 3 +0.1 pp +0.1 pp +4.4 pp +4.4 pp
☆Plum Street Advisors, LLC CIK 0002068236 0.454 107 7.6 2.7% 5 +0.4 pp +1.0 pp +1.0 pp +1.2 pp
☆Creative Planning CIK 0001540235 0.979 4196 7.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 7.2 0.3% 4 -0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 7.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.079 1191 7.1 0.2% 2 -0.6 pp +0.2 pp +0.2 pp +0.2 pp
☆Rochester Wealth Strategies, LLC CIK 0001958456 0.614 27 7.0 4.4% 3 -0.1 pp +0.2 pp +4.4 pp +4.4 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 6.6 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆LongView Wealth Management CIK 0001990190 0.308 227 6.5 1.6% 3 -0.1 pp -0.3 pp +1.6 pp +1.6 pp
☆SHUFRO ROSE & CO LLC CIK 0000908195 0.609 311 6.4 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Haverford Trust Co CIK 0000842941 0.805 424 6.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 6.3 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Able Wealth Management LLC CIK 0002011908 0.307 182 6.3 2.0% 3 -0.8 pp +1.0 pp +2.0 pp +2.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 6.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cerro Pacific Wealth Advisors LLC CIK 0001842669 0.427 165 6.1 1.6% 3 +0.0 pp +0.2 pp +1.6 pp +1.6 pp
☆FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC CIK 0001056549 0.697 205 5.9 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 5.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 5.7 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 5.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PREVAIL INNOVATIVE WEALTH ADVISORS, LLC CIK 0001989941 0.021 197 5.6 1.0% 2 +0.4 pp +1.0 pp +1.0 pp +1.0 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 5.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MJT & Associates Financial Advisory Group, Inc. CIK 0002065777 0.744 465 5.2 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆SP Asset Management LLC CIK 0001962086 0.687 137 5.0 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Wealth Architects, LLC CIK 0001611518 0.695 248 4.9 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆WealthBridge Capital Management, LLC CIK 0001767313 0.463 235 4.9 1.1% 3 +0.0 pp -0.0 pp +1.1 pp +1.1 pp
☆Financial Gravity Asset Management, Inc. CIK 0001741736 0.393 973 4.9 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆PANORAMIC INVESTMENT ADVISORS, LLC CIK 0001967332 0.317 141 4.8 2.6% 3 +0.3 pp +0.2 pp +2.6 pp +2.6 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 4.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆IRON Financial LLC CIK 0001595509 0.376 151 4.8 2.2% 2 +1.8 pp +2.2 pp +2.2 pp +2.2 pp
☆Advocacy Wealth Management, LLC CIK 0001569452 0.588 151 4.7 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆J HAGAN CAPITAL, INC. CIK 0002059107 0.565 92 4.6 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 4.5 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Jacobi Capital Management LLC CIK 0001689646 0.613 644 4.4 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 4.4 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆WT Wealth Management CIK 0001780507 0.246 138 4.4 1.3% 3 +0.0 pp -0.1 pp +1.3 pp +1.3 pp
☆SEMITAM BONAM LLC CIK 0001922963 0.549 50 4.4 3.7% 2 -0.0 pp +3.7 pp +3.7 pp +3.7 pp
☆General Partner, Inc. CIK 0001800508 0.326 167 4.4 2.5% 3 -2.4 pp -2.2 pp +2.5 pp +2.5 pp
☆Mullaney, Keating & Wright, Inc. CIK 0002135840 0.681 74 4.4 2.3% 5 -0.2 pp -0.5 pp -0.3 pp +0.7 pp
☆Zhang Financial LLC CIK 0001776290 0.816 392 4.3 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 4.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 4.2 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆INTEGRAL INVESTMENT ADVISORS, INC. CIK 0001902826 0.489 181 4.1 1.0% 3 +0.2 pp +0.2 pp +1.0 pp +1.0 pp
☆BCR Wealth Strategies, LLC CIK 0001908380 0.905 32 4.1 1.4% 3 -0.2 pp -0.1 pp +1.4 pp +1.4 pp
☆Realta Investment Advisors CIK 0001776792 0.189 378 4.1 1.3% 3 -0.0 pp +0.1 pp +1.3 pp +1.3 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 4.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BOK Financial Private Wealth, Inc. CIK 0001317348 0.876 792 4.0 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆BARINGS LLC CIK 0000009015 0.845 191 4.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Agate Pass Investment Management, LLC CIK 0001900409 0.363 109 4.0 1.5% 3 -0.3 pp -1.0 pp +1.5 pp +1.5 pp
☆UMB Bank, n.a. CIK 0000933429 0.805 2303 3.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Princeton Global Asset Management LLC CIK 0001767349 0.425 831 3.9 0.6% 3 -0.0 pp -0.1 pp +0.6 pp +0.6 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 3.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FORTE ASSET MANAGEMENT LLC CIK 0001927129 0.278 77 3.8 1.7% 3 -0.3 pp -0.9 pp +1.7 pp +1.7 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 3.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ariadne Wealth Management, LP CIK 0002034793 0.109 254 3.7 1.5% 3 -0.6 pp -1.4 pp +1.5 pp +1.5 pp
☆HOWLAND CAPITAL MANAGEMENT LLC CIK 0001079112 0.673 278 3.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Tempus Wealth Planning, LLC CIK 0001806428 0.234 281 3.5 0.8% 3 -0.1 pp -0.2 pp +0.8 pp +0.8 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 3.3 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Astra Wealth Partners LLC CIK 0002054825 0.420 95 3.3 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.521 555 3.3 0.2% 3 -0.2 pp -0.3 pp +0.2 pp +0.2 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 3.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 3.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆OFC FINANCIAL PLANNING, LLC CIK 0002052590 0.467 56 3.2 3.0% 3 -0.5 pp -1.4 pp +3.0 pp +3.0 pp
☆Client First Capital LLC CIK 0001822065 0.803 26 3.1 1.3% 2 +0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 3.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Family Manage LLC CIK 0001539947 0.277 323 3.0 0.4% 3 -0.1 pp -0.3 pp +0.4 pp +0.4 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 2.9 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆RHS Financial, LLC CIK 0001766514 0.159 165 2.9 1.4% 3 -0.2 pp -0.1 pp +1.4 pp +1.4 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 2.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆StoneCrest Wealth Management, Inc. CIK 0002008409 0.141 73 2.8 1.1% 3 -0.1 pp -0.0 pp +1.1 pp +1.1 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 2.7 0.1% 3 +0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 2.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆VISTA INVESTMENT MANAGEMENT CIK 0001740140 0.281 174 2.7 0.9% 3 +0.0 pp -0.0 pp +0.9 pp +0.9 pp
☆Vertex Planning Partners, LLC CIK 0001942341 0.551 158 2.6 0.6% 3 +0.1 pp +0.1 pp +0.6 pp +0.6 pp
☆IMG Wealth Management, Inc. CIK 0002032103 0.438 612 2.5 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
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☆Composition Wealth, LLC CIK 0001585859 0.756 995 2.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Comprehensive Money Management Services LLC CIK 0002058921 0.127 200 1.9 1.3% 4 -0.9 pp -0.7 pp -0.7 pp +1.3 pp
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☆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
☆Bristlecone Advisors, LLC CIK 0001671716 0.543 233 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Probity Advisors, Inc. CIK 0001676603 0.563 232 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆Proficio Capital Partners LLC CIK 0001654175 0.230 690 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wells Financial Advisors INC CIK 0001844454 0.000 42 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Advisors Asset Management, Inc. CIK 0001297376 0.502 1408 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 0.0 0.0% 0 +0.0 pp -2.5 pp +0.0 pp +0.0 pp
☆PROFESSIONAL ADVISORY SERVICES INC CIK 0000894205 0.418 93 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 -6.9 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
☆Madison Park Capital Advisors, LLC CIK 0001993022 0.435 65 0.0 0.0% 0 +0.0 pp -0.7 pp +0.0 pp +0.0 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Klingman & Associates, LLC CIK 0001662449 0.829 350 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Premier Financial Group CIK 0001989061 0.418 234 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ridgewood Investments LLC CIK 0001703556 0.183 208 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Siligmueller & Norvid Wealth Advisors LLC CIK 0002052591 0.000 156 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Costello Asset Management, INC CIK 0001760145 0.423 710 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 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆Flavin Financial Services, Inc. CIK 0002052798 0.265 81 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 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
☆ZEGA Investments, LLC CIK 0002045703 0.596 215 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
☆Clayton Financial Group LLC CIK 0002011212 0.402 65 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Heritage Trust Co CIK 0001706028 0.448 313 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Constellation Investments, Inc. CIK 0001573575 0.971 19 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clarius Group, LLC CIK 0001664214 0.831 384 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 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
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆49 WEALTH MANAGEMENT, LLC CIK 0002022291 0.000 189 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆NWAM LLC CIK 0001655006 0.392 684 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Burt Wealth Advisors CIK 0001612041 0.539 115 0.0 0.0% 0 -1.2 pp -0.2 pp +0.0 pp +0.0 pp
☆PFG Advisors CIK 0001694435 0.248 791 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RETIREMENT CAPITAL STRATEGIES CIK 0001672681 0.421 68 0.0 0.0% 0 -0.9 pp -1.0 pp +0.0 pp +0.0 pp
☆Roger Wittlin Investment Advisory, LLC CIK 0001911328 0.568 43 0.0 0.0% 0 -0.3 pp -0.3 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
☆Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 0.0 0.0% 0 -0.4 pp -0.3 pp +0.0 pp +0.0 pp
☆Talon Private Wealth, LLC CIK 0001990467 0.144 231 0.0 0.0% 0 +0.0 pp -0.2 pp -0.1 pp -0.2 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Rehmann Capital Advisory Group CIK 0001633037 0.641 702 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LOWE BROCKENBROUGH & CO INC CIK 0000022657 0.658 341 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Watts Gwilliam & Co., LLC CIK 0001657733 0.677 222 0.0 0.0% 0 -0.3 pp -0.4 pp +0.0 pp +0.0 pp
☆Kintayl Capital LP CIK 0002032385 0.020 57 0.0 0.0% 0 -1.6 pp -3.9 pp +0.0 pp +0.0 pp
☆RFP Financial Group LLC CIK 0001956564 0.251 64 0.0 0.0% 0 -1.9 pp -1.8 pp +0.0 pp +0.0 pp
☆FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆EWG Elevate Inc. CIK 0001765278 0.059 119 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Alpha Financial Partners LLC CIK 0001966219 0.488 118 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆Jackson Creek Investment Advisors LLC CIK 0001831003 0.004 312 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆WJ Wealth Management, LLC CIK 0001801674 0.219 80 0.0 0.0% 0 +0.0 pp -3.5 pp +0.0 pp +0.0 pp
☆SevenBridge Financial Group, LLC CIK 0001673954 0.435 212 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Boulder Wealth Advisors, LLC CIK 0001874080 0.708 35 0.0 0.0% 0 -1.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First International Bank & Trust CIK 0001910370 0.812 56 0.0 0.0% 0 -2.0 pp -2.0 pp +0.0 pp +0.0 pp
☆BAILARD, INC. CIK 0000750641 0.578 763 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 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 ICSH). Qtrs Held counts distinct quarters this fund has actually held ICSH (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its ICSH position size. Δ columns are the percentage-point change in ICSH's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — 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