Signals

← Signals

☆ICVT

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

Flow ranking

Rank#18912
Score / z0.000 / -0.00
Consensus124.20 over 249 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 264.9 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 125.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 101.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 86.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMG National Trust Bank CIK 0001388829 0.744 439 49.7 1.2% 2 +0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 45.7 1.3% 2 +0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆1832 Asset Management L.P. CIK 0000944388 0.851 618 45.1 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GREENLEAF TRUST CIK 0001162170 0.956 867 44.8 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆NEW YORK LIFE INVESTMENT MANAGEMENT LLC CIK 0001133639 0.756 778 39.4 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 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 37.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 32.4 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Prestige Wealth Management Group LLC CIK 0001772715 0.370 1101 32.0 6.2% 4 +0.4 pp +0.5 pp +0.6 pp +6.2 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 30.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Howard Capital Management, LLC CIK 0001733173 0.273 423 30.5 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 27.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 25.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 24.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 22.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ocean Park Asset Management, LLC CIK 0001538052 0.493 81 22.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 21.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 21.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 20.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 18.1 2.9% 2 -0.4 pp +2.9 pp +2.9 pp +2.9 pp
☆Certified Advisory Corp CIK 0001731732 0.386 327 17.3 1.6% 2 +0.1 pp +1.6 pp +1.6 pp +1.6 pp
☆OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC CIK 0001005607 0.472 203 15.3 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆CacheTech Inc. CIK 0002013390 0.380 169 14.2 2.9% 2 +0.1 pp +2.9 pp +2.9 pp +2.9 pp
☆BlueStem Wealth Partners, LLC CIK 0001977465 0.459 127 13.7 1.6% 2 +0.2 pp +1.6 pp +1.6 pp +1.6 pp
☆Adams Wealth Management CIK 0001803084 0.408 147 13.5 2.9% 2 +0.1 pp +2.9 pp +2.9 pp +2.9 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 12.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆AIRE ADVISORS, LLC CIK 0001908177 0.575 179 12.3 2.2% 2 +0.1 pp +2.2 pp +2.2 pp +2.2 pp
☆GUGGENHEIM CAPITAL LLC CIK 0001283072 0.662 1702 12.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 12.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Independence Financial Advisors, LLC CIK 0002066080 0.242 55 11.8 3.6% 2 +2.4 pp +3.6 pp +3.6 pp +3.6 pp
☆Advance Capital Management, Inc. CIK 0001536029 0.941 197 11.7 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 11.3 0.0% 2 +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 9.6 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 9.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Hilltop Partners LLC CIK 0001957867 0.083 150 9.3 2.8% 2 +0.3 pp +2.8 pp +2.8 pp +2.8 pp
☆FIG FINANCIAL ADVISORY SERVICES INC /ADV CIK 753967 0.017 74 9.0 5.6% 3 +1.4 pp +2.8 pp +5.6 pp +5.6 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 8.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Gravity Asset Management, Inc. CIK 0001741736 0.393 973 8.4 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Systelligence, LLC CIK 0001882691 0.094 62 8.2 1.6% 2 -1.1 pp +1.6 pp +1.6 pp +1.6 pp
☆Onyx Bridge Wealth Group LLC CIK 0001819476 0.215 389 8.2 0.9% 2 +0.6 pp +0.9 pp +0.9 pp +0.9 pp
☆SSI INVESTMENT MANAGEMENT LLC CIK 0000938487 0.152 248 7.4 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Mascagni Wealth Management, Inc. CIK 0002063074 0.214 142 7.2 5.6% 3 +0.3 pp +0.2 pp +5.6 pp +5.6 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 7.2 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 7.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Florin Court Capital LLP CIK 0001696263 0.043 27 6.9 5.4% 2 -0.8 pp +5.4 pp +5.4 pp +5.4 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 6.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 6.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Centerline Wealth Advisors, LLC CIK 0001802059 0.492 79 6.4 2.8% 2 -0.1 pp +2.8 pp +2.8 pp +2.8 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 6.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 6.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 5.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Elevation Capital Advisory, LLC CIK 0001871112 0.011 63 5.6 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 5.5 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 5.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 5.3 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 5.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Baron Financial Group, LLC CIK 0001832093 0.538 56 5.0 2.7% 2 +0.1 pp +2.7 pp +2.7 pp +2.7 pp
☆Yorktown Management & Research Co Inc CIK 0001313559 0.023 249 5.0 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 5.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 4.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Plan Group Financial, LLC CIK 0001940033 0.209 243 4.7 1.2% 2 +0.4 pp +1.2 pp +1.2 pp +1.2 pp
☆WETZEL INVESTMENT ADVISORS, INC. CIK 0002009211 0.378 139 4.6 2.0% 2 +0.1 pp +2.0 pp +2.0 pp +2.0 pp
☆B. Riley Wealth Advisors, Inc. CIK 0001464811 0.380 831 4.5 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Hershey Financial Advisers, LLC CIK 0002034214 0.009 85 4.5 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 4.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tidal Investments LLC CIK 0001600064 0.635 2147 4.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 4.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HORIZON FINANCIAL SERVICES, LLC CIK 0001674020 0.474 646 4.2 2.0% 2 +0.0 pp +2.0 pp +2.0 pp +2.0 pp
☆PLANWISER FINANCIAL, LLC CIK 0002043741 0.233 50 4.1 3.3% 2 +1.3 pp +3.3 pp +3.3 pp +3.3 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 4.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 3.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆TME FINANCIAL, INC. CIK 0002056230 0.258 70 3.8 2.9% 2 -0.3 pp +2.9 pp +2.9 pp +2.9 pp
☆Central Pacific Bank - Trust Division CIK 0002020066 0.241 889 3.8 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆CAPITAL WEALTH MANAGEMENT, LLC CIK 0001730456 0.776 39 3.7 1.3% 2 +0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 3.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 3.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 3.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 3.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Spectrum Planning & Advisory Services Inc. CIK 0001725394 0.277 120 2.8 1.6% 2 -0.0 pp +1.6 pp +1.6 pp +1.6 pp
☆Cambria Investment Management, L.P. CIK 0001529389 0.166 731 2.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Allianz Asset Management GmbH CIK 0001535323 0.869 1564 2.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 2.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 2.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 2.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ascent Group, LLC CIK 0001913231 0.508 808 2.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆FFG RETIREMENT ADVISORS LLC CIK 0001966438 0.134 43 2.3 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Provident Wealth Management, LLC CIK 0001799797 0.729 161 2.2 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆PRELUDE CAPITAL MANAGEMENT, LLC CIK 0001387508 0.030 1171 2.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 2.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 2.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SteelPeak Wealth, LLC CIK 0001801868 0.452 596 2.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 1.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TSA Wealth Managment LLC CIK 0001963669 0.394 119 1.9 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 1.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quartz Partners, LLC CIK 0001659978 0.119 191 1.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 1.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 1.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 1.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Horst & Graben Wealth Management LLC CIK 0001818207 0.447 205 1.6 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Perissos Private Wealth Management, LLC CIK 0002023071 0.063 79 1.6 1.1% 2 +0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆HOHIMER WEALTH MANAGEMENT, LLC CIK 0001802533 0.312 377 1.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Tidemark, LLC CIK 0002009591 0.305 935 1.5 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆CROBAN CIK 0001694663 0.128 81 1.5 1.0% 4 +0.1 pp +0.2 pp +0.2 pp +1.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 1.5 0.0% 2 -0.0 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 1.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 1.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 1.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Midwest Capital Advisors, LLC CIK 0002026480 0.399 210 1.4 0.7% 2 +0.2 pp +0.7 pp +0.7 pp +0.7 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 1.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SWP FINANCIAL LLC CIK 0002014200 0.425 78 1.3 0.7% 2 +0.2 pp +0.7 pp +0.7 pp +0.7 pp
☆Keystone Wealth Services, LLC CIK 0001866189 0.294 326 1.3 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆PURSUE WEALTH PARTNERS LLC CIK 0001911091 0.114 91 1.3 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆Windsor Capital Management, LLC CIK 0001543100 0.486 127 1.3 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆GRIES FINANCIAL LLC CIK 0001049662 0.335 323 1.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 1.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Armor Investment Advisors, LLC CIK 0001694079 0.573 155 1.2 0.4% 2 -0.9 pp +0.4 pp +0.4 pp +0.4 pp
☆Quad-Cities Investment Group, LLC CIK 0001741426 0.265 209 1.2 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Key FInancial Inc CIK 0001801720 0.372 1356 1.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 1.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Archer Investment Corp CIK 0001803804 0.301 1254 1.2 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆KFG WEALTH MANAGEMENT, LLC CIK 0001919344 0.739 224 1.2 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 1.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆United Advisor Group, LLC CIK 0002004873 0.269 527 1.1 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Herold Advisors, Inc. CIK 0001891713 0.302 273 1.1 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 1.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Millington Financial Advisors, LLC CIK 0001924615 0.364 128 1.1 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Global Financial Private Client, LLC CIK 0002023568 0.218 246 1.1 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 1.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Greykasell Wealth Strategies, Inc. CIK 0002041220 0.272 483 1.1 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Pettinga Financial Advisors LLC CIK 0001694592 0.450 156 1.1 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Outlook Wealth Advisors, LLC CIK 0001767151 0.216 305 1.1 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 1.1 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 1.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PFG Advisors CIK 0001694435 0.248 791 1.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ridgewood Investments LLC CIK 0001703556 0.183 208 1.0 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Advisors Asset Management, Inc. CIK 0001297376 0.502 1408 1.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Synergy Asset Management, LLC CIK 0001699080 0.127 274 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advus Financial Partners, LLC CIK 2150676 0.419 261 0.9 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 0.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 0.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Pictet North America Advisors SA CIK 0001599576 0.451 154 0.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 0.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EWA, LLC CIK 0001835252 0.457 332 0.9 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
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☆Steigerwald, Gordon & Koch Inc. CIK 0001731876 0.455 765 0.0 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 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Advocates LLC CIK 0001991340 0.000 260 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% 2 +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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Retirement Wealth Solutions LLC CIK 0002044741 0.469 811 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 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
☆Fortis Group Advisors, LLC CIK 0001815183 0.142 619 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Park Place Capital Corp CIK 0001965810 0.369 1092 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WHITTIER TRUST CO CIK 0001137881 0.805 1354 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quest 10 Wealth Builders, Inc. CIK 0002035215 0.143 776 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRICE T ROWE ASSOCIATES INC /MD/ CIK 0000080255 0.316 3241 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bank of New Hampshire CIK 0001870761 0.280 537 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
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Richard W. Paul & Associates, LLC CIK 0001964203 0.312 320 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Raleigh Capital Management Inc. CIK 0001911726 0.166 610 0.0 0.0% 2 +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% 3 +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% 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
☆Creekmur Asset Management LLC CIK 0002013091 0.963 6 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
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆My Legacy Advisors, LLC CIK 0001767802 0.172 206 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Provenance Wealth Advisors, LLC CIK 0002081584 0.886 609 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Prentice Wealth Management LLC CIK 0001864229 0.708 122 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Insight Wealth Strategies, LLC CIK 0001749914 0.080 182 0.0 0.0% 0 -2.8 pp +0.0 pp +0.0 pp +0.0 pp
☆Kilter Group LLC CIK 0002058915 0.349 1580 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
☆Retireful, LLC CIK 0001919176 0.005 81 0.0 0.0% 0 -1.2 pp +0.0 pp +0.0 pp +0.0 pp
☆EHRLICH FINANCIAL GROUP CIK 0002010632 0.166 119 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthPlan Investment Management, LLC CIK 0001929986 0.471 473 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
☆FSC Wealth Advisors, LLC CIK 0001925685 0.000 1 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Darwin Wealth Management, LLC CIK 0001663224 0.207 777 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
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 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 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OneAscent Financial Services LLC CIK 0001780985 0.651 605 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewSquare Capital LLC CIK 0001546989 0.510 227 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Capital Management, LLC CIK 0001921487 0.451 175 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Friedenthal Financial CIK 0001598611 0.053 253 0.0 0.0% 0 -2.4 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
☆360 Financial, Inc. CIK 0001802324 0.654 85 0.0 0.0% 0 -4.3 pp +0.0 pp +0.0 pp +0.0 pp
☆OLIVER LAGORE VANVALIN INVESTMENT GROUP CIK 0001907568 0.031 656 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 0.0 0.0% 0 +0.0 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
☆Elequin Capital, LP CIK 0001810873 0.000 680 0.0 0.0% 0 +0.0 pp -1.2 pp +0.0 pp +0.0 pp
☆Clark Wealth Partners CIK 0002107657 0.535 571 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Overbrook Management Corp CIK 0001269786 0.459 68 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 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
☆Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FORM Wealth Advisors, LLC CIK 0002053294 0.863 61 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 ICVT). Qtrs Held counts distinct quarters this fund has actually held ICVT (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its ICVT position size. Δ columns are the percentage-point change in ICVT'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