Signals

← Signals

☆ILCG

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

Flow ranking

Rank#23682
Score / z-0.033 / -0.05
Consensus120.12 over 216 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 ▾
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 243.8 1.8% 2 -0.1 pp +1.8 pp +1.8 pp +1.8 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 143.2 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 135.0 0.0% 2 -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 70.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 62.6 4.2% 2 -0.1 pp +4.2 pp +4.2 pp +4.2 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 53.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 51.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Clearstead Trust, LLC CIK 0001708001 0.631 970 50.8 8.7% 2 -0.4 pp +8.7 pp +8.7 pp +8.7 pp
☆B&D White Capital Company, LLC CIK 0001752523 0.254 94 50.7 6.5% 2 +1.3 pp +6.5 pp +6.5 pp +6.5 pp
☆McKinley Carter Wealth Services, Inc. CIK 0001484265 0.685 317 46.4 2.4% 2 -0.0 pp +2.4 pp +2.4 pp +2.4 pp
☆AdvisorShares Investments LLC CIK 0001425930 0.032 269 41.9 6.8% 1 +6.8 pp +6.8 pp +6.8 pp +6.8 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 39.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 38.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 37.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 34.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GM Advisory Group, LLC CIK 0001598304 0.773 374 29.8 1.3% 2 +0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 28.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 28.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 28.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Goodman Advisory Group, LLC CIK 0001864123 0.171 69 19.3 4.8% 1 +4.8 pp +4.8 pp +4.8 pp +4.8 pp
☆LongView Wealth Management CIK 0001990190 0.308 227 16.1 4.4% 2 -0.0 pp +4.4 pp +4.4 pp +4.4 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 15.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KILEY JUERGENS WEALTH MANAGEMENT, LLC CIK 0001723223 0.549 241 15.3 3.4% 2 +0.1 pp +3.4 pp +3.4 pp +3.4 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 13.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 12.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 12.1 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 11.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 11.6 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 10.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 9.4 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 9.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 8.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Investors Research Corp CIK 0001730630 0.347 805 7.8 1.5% 2 +0.2 pp +1.5 pp +1.5 pp +1.5 pp
☆Marietta Wealth Management, LLC CIK 0001697847 0.448 133 7.5 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 7.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV CIK 0000771118 0.434 172 7.1 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆White Pine Investment CO CIK 0001318259 0.426 72 7.1 1.7% 2 +0.0 pp +1.7 pp +1.7 pp +1.7 pp
☆Ipsen Advisor Group LLC CIK 0001964922 0.238 107 7.1 5.1% 2 +0.0 pp +5.1 pp +5.1 pp +5.1 pp
☆Trinity Wealth Management, LLC CIK 0001685364 0.398 74 6.6 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 6.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 6.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 6.1 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Sunburst Financial Group, LLC CIK 0001800158 0.764 132 5.9 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆&PARTNERS CIK 0000107136 0.806 2509 5.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 5.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 5.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 5.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERICAN FINANCIAL & TAX STRATEGIES INC CIK 0000911927 0.335 102 5.2 2.6% 2 +0.1 pp +2.6 pp +2.6 pp +2.6 pp
☆Dentgroup LLC CIK 0001867570 0.289 93 5.2 3.4% 2 +0.8 pp +3.4 pp +3.4 pp +3.4 pp
☆MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 5.1 0.3% 2 -0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆Arcadia Wealth Management, LLC CIK 0001964226 0.641 66 5.0 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 4.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Retirement Planning Group, LLC CIK 0001508195 0.844 541 4.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Creative Planning CIK 0001540235 0.979 4196 4.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Madison Wealth Partners, Inc CIK 0001844424 0.603 292 4.2 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 4.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 4.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆TWIN FOCUS CAPITAL PARTNERS, LLC CIK 0001387761 0.654 170 3.7 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Brand Asset Management Group, Inc. CIK 0001748766 0.460 223 3.6 1.0% 2 -0.3 pp +1.0 pp +1.0 pp +1.0 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 3.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 3.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆JIM SAULNIER & ASSOCIATES, LLC CIK 0002044420 0.246 152 3.5 2.0% 2 -0.5 pp +2.0 pp +2.0 pp +2.0 pp
☆Bawa N Mallick Trust CIK 0002040013 0.643 78 3.4 1.3% 3 -0.0 pp +0.0 pp +1.3 pp +1.3 pp
☆GenWealth Group, Inc. CIK 0001713678 0.307 89 3.3 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 3.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 3.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ADELL HARRIMAN & CARPENTER INC CIK 0001134152 0.669 158 2.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 2.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 2.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 2.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆One Capital Management, LLC CIK 0001606588 0.779 522 2.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 2.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASHTON THOMAS SECURITIES, LLC CIK 0000771572 0.064 377 2.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 2.6 0.1% 3 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 2.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆North Star Investment Management Corp. CIK 0001342857 0.537 1733 2.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 2.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Pinnacle Financial Group, LLC / IL CIK 0001905962 0.601 117 2.4 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Shira Ridge Wealth Management CIK 0001961210 0.592 83 2.4 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 2.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆B. Riley Wealth Advisors, Inc. CIK 0001464811 0.381 831 2.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 2.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Greykasell Wealth Strategies, Inc. CIK 0002041220 0.272 483 2.1 0.9% 2 -0.5 pp +0.9 pp +0.9 pp +0.9 pp
☆DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 2.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 2.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Del-Sette Capital Management, LLC CIK 0001610580 0.101 50 2.0 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Beacon Financial Advisory LLC CIK 0001800502 0.266 417 2.0 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Horst & Graben Wealth Management LLC CIK 0001818207 0.447 205 2.0 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Lloyd Advisory Services, LLC. CIK 0001802474 0.000 628 1.9 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 1.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KANE INVESTMENT MANAGEMENT, INC. CIK 0002056671 0.407 100 1.9 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆XML Financial, LLC CIK 0001800465 0.420 447 1.9 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 1.9 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 1.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Essex Financial Services, Inc. CIK 0001315785 0.468 836 1.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Rodgers & Associates, LTD CIK 0001846515 0.786 108 1.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 1.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 1.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 1.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Towerpoint Wealth, LLC CIK 0001731445 0.518 113 1.7 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ABSOLUTE CAPITAL MANAGEMENT, LLC CIK 0001817648 0.146 162 1.6 0.7% 2 -1.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 1.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 1.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 1.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 1.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 1.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 1.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthstream Advisors, Inc. CIK 0001833780 0.848 204 1.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 1.4 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 1.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 1.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROMAN BUTLER FULLERTON & CO CIK 0000733444 0.236 280 1.4 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Full Sail Capital, LLC CIK 0001757617 0.696 308 1.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆GWN SECURITIES INC. CIK 0001265905 0.178 486 1.4 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 1.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 1.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Financial Concepts, LLC CIK 0001870686 0.074 239 1.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Paragon Private Wealth Management, LLC CIK 0001922684 0.230 226 1.2 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 1.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hershey Financial Advisers, LLC CIK 0002034214 0.009 85 1.2 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 1.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 1.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Triad Wealth Partners, LLC CIK 0002012717 0.205 553 1.1 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 1.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthquest Corp CIK 0001632968 0.872 177 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cooper Financial Group CIK 0001751581 0.393 448 1.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Proactive Wealth Strategies LLC CIK 0002043129 0.351 222 1.0 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Goldstein Advisors, LLC CIK 0001963807 0.653 261 1.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆JGP Wealth Management, LLC CIK 0001748278 0.652 231 1.0 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ANB BANK CIK 0002067126 0.446 127 1.0 0.4% 3 -0.2 pp -0.1 pp +0.4 pp +0.4 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 1.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC CIK 0001056549 0.697 205 0.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Milestones Private Investment Advisors LLC CIK 0001726041 0.083 77 0.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Edge Financial Advisors LLC CIK 0002011402 0.000 0 0.9 0.4% 2 +0.3 pp +0.4 pp +0.4 pp +0.4 pp
☆Blue Barn Wealth, LLC CIK 0001879206 0.070 46 0.9 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brio Consultants, LLC CIK 0001747799 0.768 164 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cedar Point Capital Partners, LLC CIK 0001954337 0.505 76 0.9 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Summit Asset Management, LLC CIK 0001509974 0.696 183 0.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Nvest Financial, LLC CIK 0001915315 0.259 150 0.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Financial Freedom, LLC CIK 0001965484 0.294 107 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WFA Asset Management Corp CIK 0001994434 0.679 196 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Holos Integrated Wealth LLC CIK 0002080096 0.464 378 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Addison Advisors LLC CIK 0001843745 0.131 707 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.0 0.0% 2 -0.8 pp +0.0 pp +0.0 pp +0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MARSHALL WACE, LLP CIK 0001318757 0.756 2719 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PERSONAL CFO SOLUTIONS, LLC CIK 0001677501 0.176 529 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Kozak & Associates, Inc. CIK 0001764970 0.408 451 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ethos Financial Group, LLC CIK 0001954242 0.258 648 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Tyler-Stone Wealth Management CIK 0001912584 0.409 330 0.0 0.0% 0 -0.1 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
☆Legacy Advisory Services, LLC CIK 0002068847 0.633 54 0.0 0.0% 0 +0.0 pp +0.0 pp -6.2 pp +0.0 pp
☆ATTICUS WEALTH MANAGEMENT, LLC CIK 0001800234 0.477 177 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 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Brooklyn Investment Group CIK 0001795705 0.343 1827 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit X, LLC CIK 0001697729 0.000 0 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Good Life Advisors, LLC CIK 0001696260 0.528 500 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Elevation Capital Advisory, LLC CIK 0001871112 0.011 63 0.0 0.0% 0 -0.7 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
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 ILCG). Qtrs Held counts distinct quarters this fund has actually held ILCG (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its ILCG position size. Δ columns are the percentage-point change in ILCG'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