Signals

← Signals

☆ICSH

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

Flow ranking

Rank#703
Score / z0.217 / 0.18
Consensus170.65 over 323 funds
Momentumno 12m return

Price & positioning

227 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 ▾
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 238.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOSTER DYKEMA CABOT & PARTNERS, LLC CIK 0002011882 0.875 324 210.3 13.4% 4 +0.9 pp +6.1 pp +5.5 pp +13.4 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 188.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 174.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 170.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Temasek Holdings (Private) Ltd CIK 0001021944 0.910 176 99.9 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆DONALDSON CAPITAL MANAGEMENT, LLC CIK 0001487438 0.564 309 97.5 3.2% 4 -0.3 pp -0.2 pp -0.9 pp +3.2 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 87.7 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 84.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 77.4 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 74.8 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 67.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Winthrop Advisory Group LLC CIK 0001739043 0.835 226 62.0 5.1% 4 +0.0 pp -0.3 pp -0.8 pp +5.1 pp
☆Iron Gate Global Advisors LLC CIK 0001131181 0.823 109 59.6 6.3% 4 +1.0 pp +1.9 pp +1.7 pp +6.3 pp
☆Foster Group, Inc. CIK 0001841544 0.874 318 56.7 1.7% 4 +0.1 pp +0.1 pp +0.1 pp +1.7 pp
☆Diversified Portfolios, Inc. CIK 0001634212 0.715 201 55.8 4.6% 4 +0.0 pp -0.5 pp -0.8 pp +4.6 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 49.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 45.2 2.0% 3 +0.2 pp +0.4 pp +2.0 pp +2.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 43.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Valtinson Bruner Financial Planning LLC CIK 0001761450 0.557 189 38.7 10.6% 4 -0.0 pp +0.5 pp -1.6 pp +10.6 pp
☆Capital Advantage, Inc. CIK 0001628896 0.496 150 37.0 4.8% 4 -0.1 pp +4.2 pp +4.1 pp +4.8 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 36.0 0.3% 4 -0.0 pp -0.1 pp -0.2 pp +0.3 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 34.6 0.9% 4 +0.1 pp +0.1 pp +0.2 pp +0.9 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 31.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC CIK 0001005607 0.472 203 30.6 1.6% 4 +0.1 pp +0.2 pp +0.1 pp +1.6 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 25.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 25.0 0.3% 4 -0.0 pp +0.1 pp +0.1 pp +0.3 pp
☆Steele Capital Management, Inc. CIK 0001646695 0.876 85 24.9 1.0% 4 +0.1 pp +0.1 pp +0.4 pp +1.0 pp
☆Avestar Capital, LLC CIK 0001704404 0.627 490 23.9 1.6% 4 +0.4 pp +0.4 pp +0.1 pp +1.6 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 23.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆CWM, LLC CIK 0001535847 0.788 5645 21.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cynosure Group, LLC CIK 0001763409 0.331 180 20.8 2.6% 4 +0.5 pp +0.2 pp +0.0 pp +2.6 pp
☆Elwood & Goetz Wealth Advisory Group, LLC CIK 0001752758 0.746 148 20.6 3.5% 3 -0.4 pp +3.4 pp +3.5 pp +3.5 pp
☆Roble, Belko & Company, Inc CIK 0001642305 0.792 486 20.5 2.6% 4 -0.1 pp -0.1 pp -0.2 pp +2.6 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 20.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 19.3 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 19.1 0.3% 4 -0.0 pp +0.0 pp +0.1 pp +0.3 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 18.2 0.6% 4 +0.3 pp +0.3 pp +0.3 pp +0.6 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 16.9 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BOKF, NA CIK 0000009634 0.752 1160 16.6 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆Sand Hill Global Advisors, LLC CIK 0001009209 0.857 214 16.5 0.6% 4 -0.0 pp -0.0 pp -1.3 pp +0.6 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 16.3 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 16.1 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 15.9 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 15.4 0.4% 4 +0.1 pp +0.2 pp +0.1 pp +0.4 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 15.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Landing Point Financial Group, LLC CIK 0002025964 0.029 99 15.1 7.3% 4 -0.2 pp -0.4 pp -1.3 pp +7.3 pp
☆SIMON QUICK ADVISORS, LLC CIK 0001692038 0.785 421 14.9 0.7% 4 +0.0 pp +0.0 pp +0.1 pp +0.7 pp
☆Bison Wealth, LLC CIK 0001845251 0.528 477 14.4 1.4% 4 -0.9 pp +0.5 pp +0.7 pp +1.4 pp
☆Edgemoor Investment Advisors, Inc. CIK 0001313792 0.662 188 14.2 1.1% 4 +0.0 pp -0.0 pp +0.1 pp +1.1 pp
☆Wellington Grp LLC CIK 0002134013 0.401 144 14.0 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 13.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆MAINSAIL ASSET MANAGEMENT, LLC CIK 0002016972 0.356 197 13.7 6.2% 3 -2.7 pp -2.3 pp +6.2 pp +6.2 pp
☆Congress Park Capital LLC CIK 0001730945 0.380 134 13.7 4.2% 4 -0.2 pp +0.4 pp +0.4 pp +4.2 pp
☆FORTE ASSET MANAGEMENT LLC CIK 0001927129 0.278 77 13.6 6.0% 4 +4.3 pp +4.0 pp +3.4 pp +6.0 pp
☆Morningstar Investment Management LLC CIK 0001673385 0.738 317 13.1 0.8% 3 -0.0 pp +0.3 pp +0.8 pp +0.8 pp
☆Resonant Capital Advisors, LLC CIK 0001803236 0.643 538 12.8 0.7% 4 -0.6 pp +0.1 pp +0.1 pp +0.7 pp
☆ALKEME WEALTH, LLC CIK 0001752045 0.319 101 12.8 5.2% 4 -0.3 pp +0.5 pp +1.1 pp +5.2 pp
☆Global Strategic Investment Solutions, LLC CIK 0001760076 0.752 150 12.3 1.2% 4 -0.1 pp -0.8 pp -0.7 pp +1.2 pp
☆Galvin, Gaustad & Stein, LLC CIK 0001840945 0.403 261 12.2 1.0% 4 -0.0 pp +0.1 pp +0.4 pp +1.0 pp
☆Bay Capital Advisors, LLC CIK 0002055414 0.502 108 12.2 7.5% 3 +1.1 pp +0.9 pp +7.5 pp +7.5 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 12.0 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Sherry Group, Inc. CIK 0002107738 0.369 52 12.0 13.1% 1 +13.1 pp +13.1 pp +13.1 pp +13.1 pp
☆Cannon Financial Strategists, Inc. CIK 0002031123 0.857 133 11.5 1.5% 4 +0.0 pp +0.3 pp +1.2 pp +1.5 pp
☆GUIDANCE CAPITAL, INC CIK 0001958743 0.490 233 11.4 2.5% 4 -0.0 pp +0.1 pp -0.0 pp +2.5 pp
☆Glassy Mountain Advisors, Inc. CIK 0001914617 0.454 76 11.3 3.5% 4 +1.0 pp +0.5 pp +0.1 pp +3.5 pp
☆Boulder Wealth Advisors, LLC CIK 0001874080 0.708 35 11.2 4.5% 1 +4.5 pp +3.5 pp +4.5 pp +4.5 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 10.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Pinnacle Financial Partners, Inc. (PNFP, PNFP-PA, PNFP-PB, PNFP-PC) CIK 0002082866 0.843 1128 10.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HENGEHOLD CAPITAL MANAGEMENT LLC CIK 0001536430 0.703 229 9.8 0.9% 4 +0.1 pp +0.0 pp -0.0 pp +0.9 pp
☆Summit Wealth Group, LLC CIK 0001802865 0.629 129 9.4 2.2% 4 -0.1 pp -0.0 pp +0.5 pp +2.2 pp
☆RPg Family Wealth Advisory, LLC CIK 0001569884 0.262 139 9.3 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Snider Financial Group CIK 0001820681 0.424 103 8.9 2.7% 4 -0.1 pp +0.5 pp +0.4 pp +2.7 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 8.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 8.4 0.2% 4 -0.1 pp -0.2 pp -0.6 pp +0.2 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 8.2 0.4% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WT Wealth Management CIK 0001780507 0.246 138 8.2 2.4% 4 +1.2 pp +1.2 pp +1.1 pp +2.4 pp
☆Advisor OS, LLC CIK 0001767580 0.509 586 8.2 0.6% 4 -0.1 pp -0.1 pp -0.1 pp +0.6 pp
☆Rochester Wealth Strategies, LLC CIK 0001958456 0.614 27 7.8 4.7% 4 +0.3 pp +0.3 pp +0.6 pp +4.7 pp
☆Plum Street Advisors, LLC CIK 0002068236 0.454 107 7.8 2.7% 6 -0.0 pp +0.4 pp +1.0 pp +1.0 pp
☆Farrow Financial, Inc. CIK 0002010644 0.400 55 7.6 4.3% 4 -0.1 pp +0.1 pp +0.1 pp +4.3 pp
☆Creative Planning CIK 0001540235 0.979 4196 7.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 7.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆GWN SECURITIES INC. CIK 0001265905 0.178 486 7.2 1.4% 4 -0.3 pp -0.6 pp -0.5 pp +1.4 pp
☆HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.079 1191 7.2 0.3% 3 +0.0 pp -0.6 pp +0.3 pp +0.3 pp
☆BEACON FINANCIAL GROUP CIK 0001591379 0.409 377 7.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Cerro Pacific Wealth Advisors LLC CIK 0001842669 0.427 165 7.0 1.8% 4 +0.2 pp +0.3 pp +0.4 pp +1.8 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 6.9 0.1% 4 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Able Wealth Management LLC CIK 0002011908 0.307 182 6.7 1.8% 4 -0.2 pp -1.0 pp +0.8 pp +1.8 pp
☆MJT & Associates Financial Advisory Group, Inc. CIK 0002065777 0.744 465 6.6 4.8% 2 +0.9 pp +4.8 pp +4.8 pp +4.8 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 6.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SHUFRO ROSE & CO LLC CIK 0000908195 0.609 311 6.1 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC CIK 0001056549 0.697 205 5.9 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 5.9 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 5.7 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Powerhouse Assets LLC CIK 0001564396 0.627 57 5.6 4.8% 1 +4.8 pp +4.8 pp +4.8 pp +4.8 pp
☆J HAGAN CAPITAL, INC. CIK 0002059107 0.565 92 5.6 3.0% 2 +0.5 pp +3.0 pp +3.0 pp +3.0 pp
☆PEAK FINANCIAL ADVISORS LLC CIK 0001843309 0.106 78 5.4 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Wealth Architects, LLC CIK 0001611518 0.694 248 5.4 0.5% 4 +0.0 pp +0.0 pp +0.0 pp +0.5 pp
☆Wealth Enhancement Trust Services, Inc. CIK 0002067696 0.385 1529 5.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 5.2 2.6% 4 -2.0 pp +0.2 pp -0.1 pp +2.6 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 5.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 5.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆IRON Financial LLC CIK 0001595509 0.376 151 5.0 2.2% 3 -0.0 pp +1.8 pp +2.2 pp +2.2 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 5.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 5.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆WealthBridge Capital Management, LLC CIK 0001767313 0.463 235 5.0 1.2% 4 +0.0 pp +0.1 pp +0.0 pp +1.2 pp
☆Advocacy Wealth Management, LLC CIK 0001569452 0.588 151 5.0 0.2% 4 +0.0 pp +0.0 pp -0.1 pp +0.2 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 5.0 0.0% 2 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Haverford Trust Co CIK 0000842941 0.805 424 4.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Financial Gravity Asset Management, Inc. CIK 0001741736 0.393 973 4.9 0.9% 3 -0.1 pp -0.1 pp +0.9 pp +0.9 pp
☆Mullaney, Keating & Wright, Inc. CIK 0002135840 0.681 74 4.7 2.6% 6 +0.3 pp +0.1 pp -0.2 pp -0.0 pp
☆SEMITAM BONAM LLC CIK 0001922963 0.549 50 4.7 3.9% 3 +0.2 pp +0.2 pp +3.9 pp +3.9 pp
☆SP Asset Management LLC CIK 0001962086 0.687 137 4.7 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 4.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CASTLE WEALTH MANAGEMENT LLC CIK 0001936420 0.389 143 4.6 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Jacobi Capital Management LLC CIK 0001689646 0.613 644 4.6 0.3% 4 -0.0 pp +0.1 pp +0.1 pp +0.3 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 4.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAIMON WEALTH MANAGEMENT LTD. CIK 0001760401 0.303 80 4.5 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 4.4 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆Agate Pass Investment Management, LLC CIK 0001900409 0.363 109 4.3 1.7% 4 +0.2 pp -0.1 pp -0.8 pp +1.7 pp
☆Realta Investment Advisors CIK 0001776792 0.189 378 4.3 1.5% 4 +0.1 pp +0.1 pp +0.3 pp +1.5 pp
☆LongView Wealth Management CIK 0001990190 0.308 227 4.2 1.0% 4 -0.5 pp -0.7 pp -0.8 pp +1.0 pp
☆BCR Wealth Strategies, LLC CIK 0001908380 0.905 32 4.2 1.3% 4 -0.0 pp -0.3 pp -0.1 pp +1.3 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 4.1 0.1% 3 -0.1 pp -0.0 pp +0.1 pp +0.1 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 4.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Princeton Global Asset Management LLC CIK 0001767349 0.425 831 4.0 0.7% 4 +0.0 pp +0.0 pp -0.0 pp +0.7 pp
☆Vilga Financial Planning LLC CIK 2083456 0.364 93 4.0 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆BARINGS LLC CIK 0000009015 0.845 191 4.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆INTEGRAL INVESTMENT ADVISORS, INC. CIK 0001902826 0.489 181 4.0 1.0% 4 -0.0 pp +0.2 pp +0.1 pp +1.0 pp
☆BOK Financial Private Wealth, Inc. CIK 0001317348 0.876 792 3.8 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆Hudson Oak Wealth Advisory LLC CIK 0002088700 0.413 52 3.8 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 3.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 3.8 0.1% 4 +0.0 pp +0.1 pp -0.1 pp +0.1 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 3.7 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆HOWLAND CAPITAL MANAGEMENT LLC CIK 0001079112 0.673 278 3.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 3.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 3.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆GUYASUTA INVESTMENT ADVISORS INC CIK 0000928568 0.641 276 3.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CAHABA WEALTH MANAGEMENT, INC. CIK 0001716399 0.931 158 3.6 0.2% 4 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Tidal Investments LLC CIK 0001600064 0.635 2147 3.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 3.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RETIREMENT CAPITAL STRATEGIES CIK 0001672681 0.421 68 3.4 1.3% 1 +1.3 pp +0.4 pp +0.3 pp +1.3 pp
☆PHILLIPS FINANCIAL MANAGEMENT, LLC CIK 0001350660 0.751 291 3.4 0.2% 4 -0.0 pp +0.0 pp -0.1 pp +0.2 pp
☆David Kennon Inc CIK 0001954126 0.575 45 3.4 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Oakmont Advisory Group, LLC CIK 0002115370 0.132 526 3.3 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆Chesley Taft & Associates LLC CIK 0001164632 0.609 369 3.3 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 3.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆URS Advisory LLC CIK 0002111352 0.461 61 3.3 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Tempus Wealth Planning, LLC CIK 0001806428 0.234 281 3.2 0.7% 4 -0.1 pp -0.2 pp -0.3 pp +0.7 pp
☆OFC FINANCIAL PLANNING, LLC CIK 0002052590 0.467 56 3.1 3.1% 4 +0.1 pp -0.4 pp -1.3 pp +3.1 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 3.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆Harbor Asset Planning, Inc. CIK 0002077050 0.237 416 0.0 0.0% 3 -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% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Networth Advisors, LLC CIK 0002099019 0.225 383 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% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Ankerstar Wealth, LLC CIK 0002053917 0.179 989 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% 4 +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% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Essential Partners LLC CIK 0002136442 0.019 2853 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RED REEF ADVISORS LLC CIK 0002122970 0.098 183 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Clearstead Trust, LLC CIK 0001708001 0.631 970 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆LRI Investments, LLC CIK 0002023325 0.727 1954 0.0 0.0% 2 -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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 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% 4 -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% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sunrise Financial Services, LLC CIK 0002110891 0.491 587 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% 4 +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% 5 -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% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Navigoe, LLC CIK 0002056100 0.632 1224 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% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EVOLUTION WEALTH MANAGEMENT INC. CIK 0002010029 0.185 935 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Colonial Trust Advisors CIK 0001567993 0.559 807 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆TUCKER ASSET MANAGEMENT LLC CIK 0001870012 0.432 430 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Synergy Investment Management, LLC CIK 0002053786 0.265 1086 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Betterment LLC CIK 0001633901 0.437 675 0.0 0.0% 3 +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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MB, LEVIS & ASSOCIATES, LLC CIK 0002065807 0.439 254 0.0 0.0% 6 +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% 1 +0.0 pp +0.0 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
☆WNY Asset Management, LLC CIK 0001803296 0.575 260 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BAILARD, INC. CIK 0000750641 0.578 763 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Pinnacle Financial Partners Inc CIK 0001115055 0.553 459 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
☆RPS ADVISORY SOLUTIONS LLC CIK 0002031671 0.159 104 0.0 0.0% 0 -0.9 pp -1.2 pp -1.2 pp +0.0 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.520 555 0.0 0.0% 0 -0.2 pp -0.4 pp -0.5 pp +0.0 pp
☆Coppell Advisory Solutions LLC CIK 0001848433 0.000 553 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 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
☆Virtue Capital Management, LLC CIK 0001729985 0.148 343 0.0 0.0% 0 +0.0 pp -0.7 pp -0.7 pp +0.0 pp
☆CAPITAL INSIGHT PARTNERS, LLC CIK 0001664385 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 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 +0.0 pp -0.4 pp -0.3 pp +0.0 pp
☆Siligmueller & Norvid Wealth Advisors LLC CIK 0002052591 0.000 156 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Probity Advisors, Inc. CIK 0001676603 0.563 232 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.1 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
☆Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆MBE Wealth Management, LLC CIK 0001775850 0.493 170 0.0 0.0% 0 -0.1 pp -0.1 pp -0.2 pp +0.0 pp
☆Lloyd Advisory Services, LLC. CIK 0001802474 0.000 628 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆NICOLET ADVISORY SERVICES, LLC CIK 0001775863 0.000 0 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
☆Madison Park Capital Advisors, LLC CIK 0001993022 0.435 65 0.0 0.0% 0 +0.0 pp +0.0 pp -0.7 pp +0.0 pp
☆EWG Elevate Inc. CIK 0001765278 0.059 119 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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
☆SevenBridge Financial Group, LLC CIK 0001673954 0.435 212 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp +0.0 pp -6.9 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
☆Alpha Financial Partners LLC CIK 0001966219 0.488 118 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
☆Roger Wittlin Investment Advisory, LLC CIK 0001911328 0.568 43 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp +0.0 pp
☆Premier Financial Group CIK 0001989061 0.565 44 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Burt Wealth Advisors CIK 0001612041 0.539 115 0.0 0.0% 0 +0.0 pp -1.2 pp -0.2 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
☆Legacy Capital Group California, Inc. CIK 0001977092 0.087 297 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆GRIES FINANCIAL LLC CIK 0001049662 0.335 323 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WINNACLE WEALTH LLC CIK 0002079687 0.197 137 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp -0.2 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.0 0.0% 0 +0.0 pp -0.0 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
☆Constellation Investments, Inc. CIK 0001573575 0.971 19 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
☆WJ Wealth Management, LLC CIK 0001801674 0.219 80 0.0 0.0% 0 +0.0 pp +0.0 pp -3.5 pp +0.0 pp
☆CANANDAIGUA NATIONAL BANK & TRUST CO CIK 0001074266 0.512 305 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MARYLAND CAPITAL ADVISORS INC. CIK 0001891201 0.681 1043 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
☆Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 0.0 0.0% 0 +0.0 pp -0.0 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
☆Creekmur Asset Management LLC CIK 0002013091 0.963 6 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CEERA INVESTMENTS, LLC CIK 0001860698 0.172 101 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Ridgeline Wealth, LLC CIK 0001934226 0.571 60 0.0 0.0% 0 -0.1 pp +0.0 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
☆Jackson Creek Investment Advisors LLC CIK 0001831003 0.004 312 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 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
☆McGlone Suttner Wealth Management, Inc. CIK 0001964819 0.811 196 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Prossimo Advisors, LLC CIK 0001965307 0.000 24 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 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
☆Crabel Capital Management, LLC CIK 0001536557 0.000 51 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MY Wealth Management Inc. CIK 0001827845 0.000 46 0.0 0.0% 0 -8.1 pp -8.2 pp -8.9 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆EVERETT HARRIS & CO /CA/ CIK 0001009254 0.943 292 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Talon Private Wealth, LLC CIK 0001990467 0.144 231 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.1 pp
☆Wells Financial Advisors INC CIK 0001844454 0.000 42 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 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 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 0.0 0.0% 0 +0.0 pp +0.0 pp -2.5 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.451 2954 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 +0.0 pp -0.3 pp -0.4 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
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Client First Capital LLC CIK 0001822065 0.803 26 0.0 0.0% 0 -1.3 pp -1.3 pp +0.0 pp +0.0 pp
☆Kraft, Davis & Associates, LLC CIK 0001919438 0.453 155 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆True Link Financial Advisors, LLC CIK 0001846236 0.000 104 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 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
☆AMERICAN NATIONAL BANK & TRUST CIK 0001272164 0.539 631 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆INTREPID FAMILY OFFICE LLC CIK 0001596197 0.186 34 0.0 0.0% 0 -1.7 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 +0.0 pp -0.1 pp +0.0 pp
☆FIRST COMMUNITY TRUST NA CIK 0001130344 0.118 333 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.0 0.0% 0 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
☆MV CAPITAL MANAGEMENT, INC. CIK 0001633366 0.606 1278 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.0 0.0% 0 -0.0 pp -0.0 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
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Facet Wealth, Inc. CIK 0001748271 0.950 411 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arista Wealth Management, LLC CIK 0001964758 0.707 266 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆Eagle Bay Advisors LLC CIK 0001862864 0.188 141 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
☆Long Run Wealth Advisors, LLC CIK 0001903296 0.675 106 0.0 0.0% 0 -0.2 pp -0.2 pp -0.3 pp +0.0 pp
☆FLYNN ZITO CAPITAL MANAGEMENT, LLC CIK 0001857144 0.428 166 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 0 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
☆COUNTRY CLUB BANK CIK 0000824325 0.578 325 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Quartz Partners, LLC CIK 0001659978 0.119 191 0.0 0.0% 0 -0.1 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
☆Flavin Financial Services, Inc. CIK 0002052798 0.265 81 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆Costello Asset Management, INC CIK 0001760145 0.422 710 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PANORAMIC INVESTMENT ADVISORS, LLC CIK 0001967332 0.317 141 0.0 0.0% 0 -2.6 pp -2.4 pp -2.5 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
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Aviance Capital Partners, LLC CIK 0001542383 0.490 388 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 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆First International Bank & Trust CIK 0001910370 0.812 56 0.0 0.0% 0 +0.0 pp -2.0 pp -2.0 pp +0.0 pp
☆Pandora Wealth, Inc. CIK 0002045414 0.520 224 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 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 +0.0 pp -0.4 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
☆Future Financial Wealth Managment LLC CIK 0001801892 0.366 132 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Kintayl Capital LP CIK 0002032385 0.020 57 0.0 0.0% 0 +0.0 pp -1.6 pp -3.9 pp +0.0 pp
☆Avion Wealth CIK 0001792704 0.773 1750 0.0 0.0% 0 -0.0 pp -0.0 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
☆RFP Financial Group LLC CIK 0001956564 0.251 64 0.0 0.0% 0 +0.0 pp -1.9 pp -1.8 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 (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