Signals

← Signals

☆ICSH

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

Flow ranking

Rank#784
Score / z0.148 / 0.17
Consensus135.52 over 260 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interestno FINRA history

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 ▾
☆FMR LLC CIK 0000315066 0.989 5571 286.0 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 202.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 180.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 133.6 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 123.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOSTER DYKEMA CABOT & PARTNERS, LLC CIK 0002011882 0.875 324 112.6 7.9% 1 +7.9 pp +7.9 pp +7.9 pp +7.9 pp
☆DONALDSON CAPITAL MANAGEMENT, LLC CIK 0001487438 0.564 309 110.9 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 105.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 81.9 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Winthrop Advisory Group LLC CIK 0001739043 0.835 226 60.8 5.9% 1 +5.9 pp +5.9 pp +5.9 pp +5.9 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 57.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Diversified Portfolios, Inc. CIK 0001634212 0.715 201 56.0 5.3% 1 +5.3 pp +5.3 pp +5.3 pp +5.3 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 53.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 50.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sand Hill Global Advisors, LLC CIK 0001009209 0.857 214 50.5 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Foster Group, Inc. CIK 0001841544 0.874 318 46.8 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Iron Gate Global Advisors LLC CIK 0001131181 0.823 109 41.5 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 39.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Valtinson Bruner Financial Planning LLC CIK 0001761450 0.557 189 38.9 12.2% 1 +12.2 pp +12.2 pp +12.2 pp +12.2 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 37.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 30.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC CIK 0001005607 0.472 203 28.5 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 27.3 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 27.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 24.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 23.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cynosure Group, LLC CIK 0001763409 0.331 180 22.7 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 21.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avestar Capital, LLC CIK 0001704404 0.627 490 20.7 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Roble, Belko & Company, Inc CIK 0001642305 0.792 486 18.9 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Global Strategic Investment Solutions, LLC CIK 0001760076 0.752 150 17.8 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 16.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 16.3 6.9% 1 +6.9 pp +6.9 pp +6.9 pp +6.9 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 15.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 15.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆BOKF, NA CIK 0000009634 0.752 1160 15.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SIMON QUICK ADVISORS, LLC CIK 0001692038 0.785 421 14.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Landing Point Financial Group, LLC CIK 0002025964 0.029 99 13.6 8.6% 1 +8.6 pp +8.6 pp +8.6 pp +8.6 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 13.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 13.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 13.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 12.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steele Capital Management, Inc. CIK 0001646695 0.876 85 12.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 11.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Edgemoor Investment Advisors, Inc. CIK 0001313792 0.662 188 11.9 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Congress Park Capital LLC CIK 0001730945 0.380 134 11.5 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 11.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆WJ Wealth Management, LLC CIK 0001801674 0.219 80 11.1 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 10.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Glassy Mountain Advisors, Inc. CIK 0001914617 0.454 76 10.7 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 10.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HENGEHOLD CAPITAL MANAGEMENT LLC CIK 0001536430 0.703 229 9.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆GWN SECURITIES INC. CIK 0001265905 0.178 486 9.9 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Resonant Capital Advisors, LLC CIK 0001803236 0.643 538 9.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 9.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MY Wealth Management Inc. CIK 0001827845 0.000 46 9.3 8.9% 1 +8.9 pp +8.9 pp +8.9 pp +8.9 pp
☆ALKEME WEALTH, LLC CIK 0001752045 0.319 101 9.2 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆GUIDANCE CAPITAL, INC CIK 0001958743 0.490 233 9.0 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 8.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 8.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Pinnacle Financial Partners Inc CIK 0001115055 0.553 459 8.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Bison Wealth, LLC CIK 0001845251 0.528 477 8.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Snider Financial Group CIK 0001820681 0.424 103 8.1 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 8.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆General Partner, Inc. CIK 0001800508 0.326 167 8.0 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 7.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisor OS, LLC CIK 0001767580 0.509 586 7.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 7.0 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Farrow Financial, Inc. CIK 0002010644 0.400 55 7.0 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
☆Haverford Trust Co CIK 0000842941 0.805 424 6.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Bulltick Wealth Management, LLC CIK 0001912448 0.237 134 6.8 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Galvin, Gaustad & Stein, LLC CIK 0001840945 0.403 261 6.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Summit Wealth Group, LLC CIK 0001802865 0.629 129 6.5 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Kintayl Capital LP CIK 0002032385 0.020 57 6.2 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆Ariadne Wealth Management, LP CIK 0002034793 0.109 254 6.2 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.521 555 6.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Constellation Investments, Inc. CIK 0001573575 0.971 19 6.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Agate Pass Investment Management, LLC CIK 0001900409 0.363 109 6.1 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆LongView Wealth Management CIK 0001990190 0.308 227 6.0 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC CIK 0001056549 0.697 205 5.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 5.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 5.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 5.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Rochester Wealth Strategies, LLC CIK 0001958456 0.614 27 5.8 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 5.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First International Bank & Trust CIK 0001910370 0.812 56 5.6 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆SHUFRO ROSE & CO LLC CIK 0000908195 0.609 311 5.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Advocacy Wealth Management, LLC CIK 0001569452 0.588 151 5.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Cerro Pacific Wealth Advisors LLC CIK 0001842669 0.427 165 5.3 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 2145782 0.511 544 5.2 1.7% 3 +0.8 pp +0.2 pp +1.7 pp +1.7 pp
☆FORTE ASSET MANAGEMENT LLC CIK 0001927129 0.278 77 5.2 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆SP Asset Management LLC CIK 0001962086 0.688 137 5.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 5.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 5.0 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 4.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 4.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealth Architects, LLC CIK 0001611518 0.695 248 4.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆WT Wealth Management CIK 0001780507 0.246 138 4.5 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Capital Advantage, Inc. CIK 0001628896 0.497 150 4.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 4.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆WealthBridge Capital Management, LLC CIK 0001767313 0.463 235 4.4 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆BOK Financial Private Wealth, Inc. CIK 0001317348 0.876 792 4.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆RFP Financial Group LLC CIK 0001956564 0.251 64 4.3 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Family Manage LLC CIK 0001539947 0.278 323 4.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Mullaney, Keating & Wright, Inc. CIK 0002135840 0.681 74 4.2 2.7% 3 +0.1 pp +1.2 pp +2.7 pp +2.7 pp
☆PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 4.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 4.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆OFC FINANCIAL PLANNING, LLC CIK 0002052590 0.467 56 4.1 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
☆Tempus Wealth Planning, LLC CIK 0001806428 0.234 281 4.1 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 4.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PANORAMIC INVESTMENT ADVISORS, LLC CIK 0001967332 0.317 141 4.0 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 4.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 4.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 3.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Virtue Capital Management, LLC CIK 0001729985 0.148 343 3.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Plum Street Advisors, LLC CIK 0002068236 0.454 107 3.8 1.7% 3 -0.0 pp +0.2 pp +1.7 pp +1.7 pp
☆Princeton Global Asset Management LLC CIK 0001767349 0.425 831 3.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 3.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Zhang Financial LLC CIK 0001776290 0.816 392 3.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆BCR Wealth Strategies, LLC CIK 0001908380 0.905 32 3.7 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 3.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOWLAND CAPITAL MANAGEMENT LLC CIK 0001079112 0.673 278 3.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 3.5 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Slow Capital, Inc. CIK 0001716984 0.459 111 3.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 3.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Realta Investment Advisors CIK 0001776792 0.189 378 3.1 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆INTEGRAL INVESTMENT ADVISORS, INC. CIK 0001902826 0.489 181 3.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆SVB WEALTH LLC CIK 0001626116 0.541 384 3.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MSH Capital Advisors LLC CIK 0002056306 0.286 320 2.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 2.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 2.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 2.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BAILARD, INC. CIK 0000750641 0.578 763 2.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RHS Financial, LLC CIK 0001766514 0.159 165 2.7 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 2.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Comprehensive Money Management Services LLC CIK 0002058921 0.127 200 2.6 2.0% 2 +0.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 2.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 2.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 2.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RETIREMENT CAPITAL STRATEGIES CIK 0001672681 0.421 68 2.5 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Peterson Wealth Advisors, LLC CIK 0001713558 0.865 120 2.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆BEACON INVESTMENT ADVISORY SERVICES, INC. CIK 0001654599 0.590 811 2.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Michels Family Financial, LLC CIK 0002053733 0.197 148 2.4 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆VISTA INVESTMENT MANAGEMENT CIK 0001740140 0.280 174 2.4 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆StoneCrest Wealth Management, Inc. CIK 0002008409 0.141 73 2.4 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Vertex Planning Partners, LLC CIK 0001942341 0.551 158 2.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 2.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 2.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ZACKS INVESTMENT MANAGEMENT CIK 0001086483 0.745 724 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆BlueChip Wealth Advisors LLC CIK 0002015578 0.220 172 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Alley Investment Management Company, LLC CIK 0001917618 0.425 89 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Courage Miller Partners, LLC CIK 0001482106 0.690 87 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Charter Oak Capital Management, LLC CIK 0001810720 0.902 208 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CONDOR CAPITAL MANAGEMENT CIK 0001082491 0.682 173 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆White Lighthouse Investment Management Inc. CIK 0001727593 0.732 151 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BridgePort Financial Solutions, LLC CIK 0002031775 0.236 240 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Guardian Partners Inc. CIK 0001884799 0.412 391 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Klingman & Associates, LLC CIK 0001662449 0.829 350 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hopwood Financial Services, Inc. CIK 0002023166 0.539 92 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Legacy Capital Group California, Inc. CIK 0001977092 0.087 297 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Quadrant Private Wealth Management, LLC CIK 0001727454 0.058 177 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Accurate Wealth Management, LLC CIK 0001877728 0.228 576 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NICOLET ADVISORY SERVICES, LLC CIK 0001775863 0.000 0 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OLD SECOND NATIONAL BANK OF AURORA CIK 0000903783 0.413 275 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆YHB Investment Advisors, Inc. CIK 0001469219 0.510 314 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPITAL INSIGHT PARTNERS, LLC CIK 0001664385 0.000 0 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTHSPAN PARTNERS, LLC CIK 0001909805 0.455 129 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.299 493 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SAGE RHINO CAPITAL LLC CIK 0001771605 0.279 380 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LIFELONG WEALTH ADVISORS, INC. CIK 0002051717 0.662 97 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENCOMPASS WEALTH ADVISORS, LLC CIK 0001849614 0.646 109 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Aviance Capital Partners, LLC CIK 0001542383 0.490 388 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORDEN GROUP LLC CIK 0001990699 0.246 701 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Spinnaker Investment Group, LLC CIK 0001911067 0.699 179 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Alpha Financial Partners LLC CIK 0001966219 0.488 118 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Probity Advisors, Inc. CIK 0001676603 0.563 232 0.2 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aspen Wealth Strategies, LLC CIK 0001972517 0.579 89 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆M1 Capital Management LLC CIK 0001976157 0.144 113 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Turning Point Benefit Group, Inc. CIK 0002008513 0.068 109 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Investor's Fiduciary Advisor Network, LLC CIK 0002044901 0.141 219 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FLYNN ZITO CAPITAL MANAGEMENT, LLC CIK 0001857144 0.428 166 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆B & T Capital Management DBA Alpha Capital Management CIK 0001450935 0.455 128 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McGlone Suttner Wealth Management, Inc. CIK 0001964819 0.811 196 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kraft, Davis & Associates, LLC CIK 0001919438 0.453 155 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WETZEL INVESTMENT ADVISORS, INC. CIK 0002009211 0.378 139 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HF Advisory Group, LLC CIK 0001963169 0.209 168 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Empower Advisory Group, LLC CIK 0001978885 0.959 532 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clarius Group, LLC CIK 0001664214 0.831 384 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NWAM LLC CIK 0001655006 0.392 684 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Eagle Bay Advisors LLC CIK 0001862864 0.188 141 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Avalon Trust Co CIK 0001798150 0.724 462 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crabel Capital Management, LLC CIK 0001536557 0.000 51 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SeaCrest Wealth Management, LLC CIK 0001728121 0.280 550 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Galilei Investment Office LLP CIK 0002043729 0.821 28 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BLB&B Advisors, LLC CIK 0001389059 0.814 286 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Perspectives, Inc CIK 0002003287 0.412 728 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Siligmueller & Norvid Wealth Advisors LLC CIK 0002052591 0.000 156 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Knights of Columbus Asset Advisors LLC CIK 0001688666 0.386 386 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PROFFITT & GOODSON INC CIK 0001123812 0.781 294 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NFSG Corp CIK 0001879757 0.275 1245 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisors Asset Management, Inc. CIK 0001297376 0.502 1408 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MPWM ADVISORY SOLUTIONS, LLC CIK 0002056693 0.441 571 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 0.1 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 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creekmur Asset Management LLC CIK 0002013091 0.963 6 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ATWOOD & PALMER INC CIK 0001044929 0.598 495 0.1 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 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CKW FINANCIAL GROUP CIK 0001600403 0.952 317 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LOWE BROCKENBROUGH & CO INC CIK 0000022657 0.658 341 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SOA Wealth Advisors, LLC. CIK 0001849444 0.542 892 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wells Financial Advisors INC CIK 0001844454 0.000 42 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 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
☆Ridgewood Investments LLC CIK 0001703556 0.183 208 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Costello Asset Management, INC CIK 0001760145 0.423 710 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crews Bank & Trust CIK 0002052279 0.645 662 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bell Investment Advisors, Inc CIK 0001890149 0.716 1820 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Roehl & Yi Investment Advisors, LLC CIK 0002097566 0.285 194 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rosenberg Matthew Hamilton CIK 0001812103 0.648 792 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearstead Trust, LLC CIK 0001708001 0.631 970 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Center for Financial Planning, Inc. CIK 0001803557 0.897 666 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LRI Investments, LLC CIK 0002023325 0.727 1954 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆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
☆HORIZON FINANCIAL SERVICES, LLC CIK 0001674020 0.474 646 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Future Financial Wealth Managment LLC CIK 0001801892 0.366 132 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bernard Wealth Management Corp. CIK 0002056313 0.585 325 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pandora Wealth, Inc. CIK 0002045414 0.520 224 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MV CAPITAL MANAGEMENT, INC. CIK 0001633366 0.606 1278 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BELLEVUE ASSET MANAGEMENT, LLC CIK 0001801619 0.502 578 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Colonial Trust Advisors CIK 0001567993 0.560 807 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆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
☆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
☆MB, LEVIS & ASSOCIATES, LLC CIK 0002065807 0.440 254 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Flavin Financial Services, Inc. CIK 0002052798 0.265 81 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆WINNACLE WEALTH LLC CIK 0002079687 0.197 137 0.0 0.0% 0 -0.2 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 (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