Signals

← Signals

☆ICVT

528 in-universe funds with a nonzero position in ICVT within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#1128
Score / z0.059 / 0.05
Consensus93.35 over 198 funds
Momentumnot computed

Price & positioning

225 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 288.9 0.0% 6 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 100.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆1832 Asset Management L.P. CIK 0000944388 0.851 618 89.5 0.1% 5 -0.0 pp +0.1 pp +0.0 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 86.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AMG National Trust Bank CIK 0001388829 0.744 439 70.0 1.4% 5 +0.2 pp +0.2 pp +0.2 pp +0.3 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 59.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆GREENLEAF TRUST CIK 0001162170 0.957 867 54.1 0.5% 5 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 49.1 1.2% 5 +0.0 pp +0.0 pp -0.1 pp -0.0 pp
☆NEW YORK LIFE INVESTMENT MANAGEMENT LLC CIK 0001133639 0.756 778 46.7 0.3% 5 +0.1 pp +0.1 pp -0.0 pp -0.1 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 44.1 0.0% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 40.7 0.8% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 39.6 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 34.4 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Howard Capital Management, LLC CIK 0001733173 0.273 423 34.2 0.4% 1 +0.4 pp +0.0 pp +0.0 pp -0.0 pp
☆Tradewinds Capital Management, LLC CIK 0001616026 0.095 715 24.3 4.3% 5 +0.1 pp +0.4 pp +4.3 pp +1.6 pp
☆Certified Advisory Corp CIK 0001731732 0.386 327 23.4 1.9% 5 +0.2 pp +0.3 pp +0.2 pp +0.3 pp
☆Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 21.0 2.6% 5 -0.1 pp -0.2 pp -0.3 pp -0.6 pp
☆TME FINANCIAL, INC. CIK 0002056230 0.258 70 20.2 12.5% 5 +1.1 pp +4.7 pp +9.6 pp +9.3 pp
☆Systelligence, LLC CIK 0001882691 0.094 62 20.2 3.4% 5 +0.4 pp -0.8 pp +1.8 pp +0.7 pp
☆OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC CIK 0001005607 0.472 203 18.3 1.0% 5 +0.2 pp +0.3 pp +0.2 pp +0.3 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 18.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Independence Financial Advisors, LLC CIK 0002066080 0.242 55 17.2 4.5% 5 +0.7 pp +1.1 pp +0.9 pp +3.3 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 16.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 16.4 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GUGGENHEIM CAPITAL LLC CIK 0001283072 0.662 1702 16.1 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AIRE ADVISORS, LLC CIK 0001908177 0.575 179 16.1 2.6% 5 +0.3 pp +0.4 pp +0.4 pp +0.5 pp
☆CacheTech Inc. CIK 0002013390 0.380 169 16.1 2.6% 5 -0.2 pp +0.1 pp -0.3 pp -0.2 pp
☆BlueStem Wealth Partners, LLC CIK 0001977465 0.459 127 15.4 1.5% 5 -0.3 pp +0.2 pp -0.0 pp +0.2 pp
☆Adams Wealth Management CIK 0001803084 0.408 147 14.8 2.8% 5 -0.1 pp +0.1 pp -0.1 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 14.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 14.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Onyx Bridge Wealth Group LLC CIK 0001819476 0.215 389 13.7 1.2% 5 -0.1 pp +0.4 pp +0.3 pp +1.0 pp
☆MCMORGAN & CO LLC CIK 0001162695 0.818 37 13.4 2.0% 2 +0.7 pp +2.0 pp +2.0 pp +2.0 pp
☆Hilltop Partners LLC CIK 0001957867 0.083 150 13.3 3.2% 5 +0.8 pp +0.9 pp +0.4 pp +0.7 pp
☆Advance Capital Management, Inc. CIK 0001536029 0.941 197 12.5 0.4% 5 -0.0 pp -0.1 pp -0.1 pp -0.0 pp
☆McAdam, LLC CIK 0001695490 0.802 516 11.1 0.4% 5 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 11.0 0.0% 6 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 10.8 0.0% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Financial Gravity Companies, Inc. (FGCO) CIK 0001377167 0.307 1040 10.7 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 10.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Mascagni Wealth Management, Inc. CIK 0002063074 0.214 142 10.0 6.2% 6 +0.3 pp +0.7 pp +0.6 pp +0.8 pp
☆B. Riley Wealth Advisors, Inc. CIK 0001464811 0.380 831 9.9 0.5% 5 +0.1 pp +0.3 pp +0.3 pp +0.4 pp
☆360 Financial, Inc. CIK 0001802324 0.654 85 9.7 2.5% 2 -0.1 pp +2.5 pp +2.5 pp -1.8 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 9.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 9.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 9.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SSI INVESTMENT MANAGEMENT LLC CIK 0000938487 0.152 248 8.6 0.5% 5 -0.3 pp +0.0 pp -0.0 pp +0.0 pp
☆TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 7.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Plan Group Financial, LLC CIK 0001940033 0.209 243 7.6 1.6% 5 +0.1 pp +0.1 pp +0.3 pp +0.7 pp
☆Cambria Investment Management, L.P. CIK 0001529389 0.166 731 7.6 0.4% 5 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 7.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 7.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp -0.1 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 7.3 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 7.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 7.0 0.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 6.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allianz Asset Management GmbH CIK 0001535323 0.869 1564 6.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 6.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OpenArc Corporate Advisory, LLC CIK 0002111345 0.753 789 6.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CAPITAL WEALTH MANAGEMENT, LLC CIK 0001730456 0.776 39 6.4 1.5% 5 +0.1 pp -0.0 pp +0.2 pp +0.3 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 6.3 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Baron Financial Group, LLC CIK 0001832093 0.538 56 6.0 2.9% 5 +0.1 pp +0.2 pp +0.1 pp +0.3 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 5.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HORIZON FINANCIAL SERVICES, LLC CIK 0001674020 0.474 646 5.1 2.0% 5 +0.1 pp +0.1 pp -0.0 pp -0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 5.1 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 5.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Central Pacific Bank - Trust Division CIK 0002020066 0.241 889 5.1 0.5% 5 -0.3 pp +0.0 pp +0.1 pp +0.1 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 5.0 0.0% 3 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
☆PLANWISER FINANCIAL, LLC CIK 0002043741 0.234 50 5.0 3.5% 1 +3.5 pp +1.4 pp +0.2 pp +1.5 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 4.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Friedenthal Financial CIK 0001598611 0.053 253 4.4 2.0% 1 +2.0 pp -0.1 pp +2.0 pp -0.3 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 4.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 4.3 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 4.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 4.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Florin Court Capital LLP CIK 0001696263 0.043 27 4.0 6.5% 1 +6.5 pp +0.8 pp +1.1 pp +0.3 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 4.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆First Heartland Consultants, Inc. CIK 0001428793 0.402 589 3.9 0.3% 1 +0.3 pp +0.3 pp +0.2 pp +0.2 pp
☆MILESTONE ASSET MANAGEMENT, LLC CIK 0001964722 0.087 259 3.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 3.8 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Compagnie Lombard Odier SCmA CIK 0001615423 0.849 485 3.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 3.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 3.7 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 3.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Spectrum Planning & Advisory Services Inc. CIK 0001725394 0.277 120 3.1 1.4% 5 -0.0 pp -0.1 pp -0.2 pp -0.2 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 2.8 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cordoba Advisory Partners LLC CIK 0002067133 0.186 144 2.7 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 2.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 2.6 0.1% 5 +0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Quartz Partners, LLC CIK 0001659978 0.119 191 2.6 0.9% 4 +0.1 pp +0.1 pp +0.2 pp +0.9 pp
☆Provident Wealth Management, LLC CIK 0001799797 0.729 161 2.5 0.6% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Elevation Capital Advisory, LLC CIK 0001871112 0.011 63 2.5 1.0% 2 +0.4 pp +1.0 pp -1.3 pp +1.0 pp
☆Yorktown Management & Research Co Inc CIK 0001313559 0.023 249 2.4 1.5% 4 -0.5 pp -0.6 pp -2.5 pp +1.5 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 2.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tidemark, LLC CIK 0002009591 0.305 935 2.3 0.5% 5 +0.2 pp +0.1 pp +0.1 pp +0.2 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 2.3 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 2.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Synergy Asset Management, LLC CIK 0001699080 0.127 274 2.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.1 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 1.9 0.0% 5 -0.1 pp -0.1 pp -0.1 pp -0.0 pp
☆Revisor Wealth Management LLC CIK 0001887409 0.198 371 1.8 0.4% 5 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆HOHIMER WEALTH MANAGEMENT, LLC CIK 0001802533 0.312 377 1.8 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Verition Fund Management LLC CIK 0001454027 0.193 1442 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Scissortail Wealth Management, LLC CIK 0001906793 0.396 106 1.8 0.3% 5 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆SOFI WEALTH, LLC CIK 0001925582 0.940 52 1.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 1.8 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 1.8 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Outlook Wealth Advisors, LLC CIK 0001767151 0.216 305 1.7 0.4% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Keystone Wealth Services, LLC CIK 0001866189 0.294 326 1.7 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 1.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 1.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 1.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cadent Capital Advisors, LLC CIK 0001803536 0.232 200 1.6 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Global Financial Private Client, LLC CIK 0002023568 0.218 246 1.6 0.4% 5 -0.0 pp +0.1 pp +0.0 pp +0.0 pp
☆FIG FINANCIAL ADVISORY SERVICES INC /ADV CIK 753967 0.017 74 1.6 0.9% 6 -0.4 pp -3.1 pp -4.7 pp -3.3 pp
☆Windsor Capital Management, LLC CIK 0001543100 0.486 127 1.6 0.4% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FFG RETIREMENT ADVISORS LLC CIK 0001966438 0.134 43 1.5 0.8% 4 +0.1 pp -0.6 pp -0.6 pp +0.8 pp
☆Comprehensive Wealth Management, LLC CIK 0001535202 0.648 43 1.5 0.7% 4 +0.2 pp +0.0 pp +0.1 pp +0.7 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 1.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WEBSTER BANK, N. A. CIK 0001105837 0.616 698 1.4 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Archer Investment Corp CIK 0001803804 0.301 1254 1.4 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quad-Cities Investment Group, LLC CIK 0001741426 0.265 209 1.4 0.5% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AlTi Global, Inc. (ALTI) CIK 0001838615 0.793 505 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ascent Group, LLC CIK 0001913231 0.508 808 1.4 0.0% 5 -0.0 pp -0.1 pp -0.0 pp -0.0 pp
☆Tidal Investments LLC CIK 0001600064 0.635 2147 1.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Key FInancial Inc CIK 0001801720 0.372 1356 1.4 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Greykasell Wealth Strategies, Inc. CIK 0002041220 0.272 483 1.4 0.5% 5 +0.1 pp +0.1 pp +0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 1.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 1.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 1.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 1.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Centerline Wealth Advisors, LLC CIK 0001802059 0.492 79 1.3 0.4% 5 +0.0 pp -0.3 pp -2.4 pp -2.4 pp
☆Armor Investment Advisors, LLC CIK 0001694079 0.573 155 1.3 0.4% 5 +0.0 pp +0.0 pp +0.0 pp -0.8 pp
☆WETZEL INVESTMENT ADVISORS, INC. CIK 0002009211 0.378 139 1.3 0.4% 5 -1.3 pp -1.4 pp -1.5 pp -1.5 pp
☆Herold Advisors, Inc. CIK 0001891713 0.302 273 1.2 0.2% 5 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Advisors Preferred, LLC CIK 0001598841 0.037 220 1.2 0.2% 5 +0.1 pp +0.2 pp +0.1 pp +0.2 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Van Hulzen Asset Management, LLC CIK 0001600145 0.406 387 1.2 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆TSA Wealth Managment LLC CIK 0001963669 0.394 119 1.2 0.3% 5 -0.2 pp -0.3 pp -0.3 pp -0.2 pp
☆United Advisor Group, LLC CIK 0002004873 0.269 527 1.2 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kovack Advisors, Inc. CIK 0001728321 0.312 1070 1.1 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 1.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Purpose Unlimited Inc. CIK 0002115120 0.732 601 1.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisors Asset Management, Inc. CIK 0001297376 0.502 1408 1.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FINANCIAL LIFE ADVISORS CIK 0001730813 0.661 60 1.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Dedeker Financial LLC CIK 0002113408 0.173 55 1.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Police & Firemen's Retirement System of New Jersey CIK 0002040686 0.739 3202 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Millington Financial Advisors, LLC CIK 0001924615 0.364 128 1.1 0.4% 5 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 1.0 0.1% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Entelevest, LLC CIK 0002109595 0.254 112 1.0 0.9% 2 +0.1 pp +0.9 pp +0.9 pp +0.9 pp
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☆XTX Topco Ltd CIK 0001828301 0.023 4087 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆One Wealth Advisors, LLC CIK 0001725297 0.425 326 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 pp -0.0 pp
☆Hilton Head Capital Partners, LLC CIK 0002109913 0.082 912 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BCGM Wealth Management, LLC CIK 0001830467 0.218 182 0.0 0.0% 0 -0.2 pp -0.2 pp -0.1 pp -0.1 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
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Ocean Park Asset Management, LLC CIK 0001538052 0.493 81 0.0 0.0% 0 +0.0 pp +0.0 pp -0.9 pp +0.0 pp
☆CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASHTON THOMAS SECURITIES, LLC CIK 0000771572 0.064 377 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆True Vision MN LLC CIK 0002013460 0.163 98 0.0 0.0% 0 -0.1 pp -0.2 pp -0.2 pp -0.1 pp
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 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
☆Keystone Financial Services CIK 0001865158 0.422 131 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 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
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.0 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 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
☆PFG Advisors CIK 0001694435 0.248 791 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Operose Advisors LLC CIK 0001909750 0.647 522 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Insight Wealth Strategies, LLC CIK 0001749914 0.080 182 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -2.8 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
☆PANORAMIC INVESTMENT ADVISORS, LLC CIK 0001967332 0.317 141 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆Manchester Capital Management LLC CIK 0001393389 0.560 1313 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆CROBAN CIK 0001694663 0.128 81 0.0 0.0% 0 +0.0 pp -1.1 pp -1.0 pp -0.9 pp
☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Provenance Wealth Advisors, LLC CIK 0002081584 0.887 609 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 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Wells Financial Advisors INC CIK 0001844454 0.000 42 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SigFig Wealth Management, LLC CIK 0001696957 0.938 142 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WEALTH ALLIANCE, LLC CIK 0001793904 0.335 573 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Strategic Advocates LLC CIK 0001991340 0.000 260 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Calamos Wealth Management LLC CIK 0001455258 0.686 456 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 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
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ARCADIA INVESTMENT MANAGEMENT CORP/MI CIK 0001016972 0.462 366 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Financial Freedom, LLC CIK 0001965484 0.294 107 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRELUDE CAPITAL MANAGEMENT, LLC CIK 0001387508 0.030 1171 0.0 0.0% 0 -0.1 pp +0.0 pp -0.2 pp +0.0 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 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
☆ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 +0.0 pp -0.2 pp -0.1 pp +0.0 pp
☆Brooklyn Investment Group CIK 0001795705 0.342 1827 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Vermillion & White Wealth Management Group, LLC CIK 0001862443 0.688 69 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Integrity Advisory Solutions, LLC CIK 0002057931 0.588 336 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Barnes Wealth Management Group, Inc CIK 0002066194 0.212 195 0.0 0.0% 0 -0.1 pp -0.2 pp -0.1 pp -0.2 pp
☆EHRLICH FINANCIAL GROUP CIK 0002010632 0.166 119 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆WELLINGTON-ALTUS USA INC. CIK 1760398 0.103 661 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Austin Private Wealth, LLC CIK 0001800328 0.622 265 0.0 0.0% 0 +0.0 pp -0.1 pp -0.0 pp -0.0 pp
☆MLG Wealth Management DBA Pine Grove Financial Group CIK 2149956 0.496 218 0.0 0.0% 0 -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% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Apeiron RIA LLC CIK 0001801846 0.178 162 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 0.0 0.0% 0 +0.0 pp -0.1 pp -0.0 pp -0.0 pp
☆CALTON & ASSOCIATES, INC. CIK 0000822648 0.227 419 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Northwest Capital Management Inc CIK 0001730404 0.000 92 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 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
☆Tempus Wealth Planning, LLC CIK 0001806428 0.234 281 0.0 0.0% 0 -0.1 pp +0.0 pp -0.1 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 (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — 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