Public record / Tickers / ICLR

ICLR — ICON PLC†

Both disclosure regimes on one name: who in Congress filed about ICLR, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
12
all PTR rows naming ICLR
Members · 12m
2
0 buys · 3 sells · by trade date
Latest PTR
09-01
filed 2026-09-01
13F holders
438
top-438 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-10-01 13:54 UTCno price data — a disclosure record, not a chart

Kevin Hern · $100K–$250K

SELL · traded 2026-03-05 → filed 2026-04-03. Ranked over every ICLR row by the provable lower bound, never a point estimate.

2 members · 0 buys / 3 sells

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

1 row filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

3 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 3 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING ICLR · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning ICLR
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-09-01Kevin Hern R–OK-1SELL partial · JT (partial sale, jointly owned)Traded 08-14 +18d$15K–$50K
2026-04-03Kevin Hern R–OK-1SELL JT (jointly owned)Traded 03-05 +29d$100K–$250K
2026-03-12Julia Letlow R–LA-5SELLTraded 02-12 +28d$1K–$15K
2024-09-06John James R–MI-10SELLTraded 09-04 +2d$1K–$15K
2024-09-02John James R–MI-10BUYTraded 06-12 LATE·82d$1K–$15K
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 12 ↗

Members active in ICLR

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-10-01
Members disclosing ICLR in the trailing 12 months
MemberRowsNet disclosed flow for this ticker: purchases minus sales, computed as a net range on the disclosed amounts. A lower bound is provable, never a point.Number of committees the member sat on as of their latest trade date in the window, from the cc0-legislators roster snapshot. Context, never an allegation; jurisdiction overlap needs the sector join.
Kevin Hern R–OK-12−$300K to −$115K1
Julia Letlow R–LA-51−$15.0K to −$1.0K2

2 members in the window · counts of disclosures, not dollars.

Congress ↔ notable managers · ICLR

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
0 — —
Sellers
1 Kevin Hern R–OK-1 $15K–$50K

filed 2026-07-03 → 2026-10-01 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Trimming
1 Ruane Cunniff & Goldfarb $181M held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · ICON PLC

Merged timeline of congressional filings and notable-manager moves on ICLR
DateWhoChangeSize
2026-09-01Kevin Hern CongressSELL$15K–$50K
2026-05-15Sachem Head Capital 13FNEW+2,105,000 sh
2026-05-15Moore Capital Management 13FADD+90,018 sh
2026-05-15Ruane Cunniff & Goldfarb 13FTRIM−44,979 sh

4 newest rows · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

Top institutional holders of ICLR for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1Artisan Partners Limited Partnership$916M1
2WELLINGTON MANAGEMENT GROUP LLP$654M1
3HARRIS ASSOCIATES L P$482M1
4FMR LLC$462M1
5Invesco Ltd.$429M1
6PRINCIPAL FINANCIAL GROUP INC$366M1
7Brave Warrior Advisors, LLC$332M1
8MASSACHUSETTS FINANCIAL SERVICES CO /MA/$305M1
9ALLIANCEBERNSTEIN L.P.$245M1
10Sachem Head Capital Management LP$233M1
11Ruane, Cunniff & Goldfarb L.P.$181M1
12BRANDES INVESTMENT PARTNERS, LP$159M1
13Madison Avenue Partners, LP$142M1
14Trinity Street Asset Management LLP$134M1
15D. E. Shaw & Co., Inc.$133M1
161832 Asset Management L.P.$132M1
17Capital World Investors$122M1
18EQUITY INVESTMENT CORP$121M1
19First Pacific Advisors, LP$110M1
20EARNEST PARTNERS LLC$98.0M1
21Holocene Advisors, LP$93.0M1
22Boston Partners$92.4M1
23DIMENSIONAL FUND ADVISORS LP$87.3M1
24FRANKLIN RESOURCES INC$86.5M1
25SEI INVESTMENTS CO$83.8M1
26LAKEWOOD CAPITAL MANAGEMENT, LP$82.7M1
27UBS Group AG$67.8M1
28Stephens Investment Management Group LLC$66.3M1
29BANK OF AMERICA CORP /DE/$60.1M1
30STATE STREET CORP$50.6M1
31Impactive Capital LP$49.9M1
32BAMCO INC /NY/$47.2M1
33BlackRock, Inc.$45.8M1
34Aberdeen Group plc$44.2M1
35Eagle Health Investments LP$39.7M1
36NEW YORK STATE COMMON RETIREMENT FUND$38.3M1
37Maple Rock Capital Partners Inc.$37.1M1
38HUDSON EDGE INVESTMENT PARTNERS INC.$35.3M1
39Sio Capital Management, LLC$33.9M1
40MORGAN STANLEY$32.4M1
41Zuckerman Investment Group, LLC$31.1M1
42RAYMOND JAMES FINANCIAL INC$28.9M1
43CITADEL ADVISORS LLC$27.8M1
44PERRY CREEK CAPITAL LP$27.1M1
45CIBC Bancorp USA Inc.$25.4M1
46Walleye Capital LLC$21.8M1
47Soleus Capital Management, L.P.$21.2M1
48Legal & General Group Plc$19.4M1
49Fisher Funds Management LTD$19.3M1
50BROWN ADVISORY INC$19.2M1
51BROWN CAPITAL MANAGEMENT LLC$17.5M1
52Distillate Capital Partners LLC$17.0M1
53ROYAL BANK OF CANADA$17.0M1
54MANUFACTURERS LIFE INSURANCE COMPANY, THE$16.7M1
55MOORE CAPITAL MANAGEMENT, LP$16.3M1
56ENVESTNET ASSET MANAGEMENT INC$16.1M1
57Hyperion Capital Advisors LP$15.8M1
58BALYASNY ASSET MANAGEMENT L.P.$15.1M1
59Eldred Rock Partners, LLC$14.9M1
60CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$13.3M1
61Corient Private Wealth LLC$12.8M1
62Philosophy Capital Management LLC$12.3M1
63Zurich Insurance Group Ltd/FI$12.2M1
64Vident Advisory, LLC$12.1M1
65Running Oak Capital LLC$12.0M1
66FRONTIER CAPITAL MANAGEMENT CO LLC$12.0M1
67AVIVA PLC$11.8M1
68KINGDON CAPITAL MANAGEMENT, L.L.C.$11.7M1
69CANADA PENSION PLAN INVESTMENT BOARD$11.4M1
70Polar Capital Holdings Plc$11.1M1
71Stanley Capital Management, LLC$11.1M1
72BANK OF MONTREAL /CAN/$10.7M1
73GEODE CAPITAL MANAGEMENT, LLC$10.6M1
74Meridiem Capital Partners LP$10.4M1
75CHARLES SCHWAB INVESTMENT MANAGEMENT INC$9.7M1
76CAMBIAR INVESTORS LLC$9.6M1
77STATE OF MICHIGAN RETIREMENT SYSTEM$9.4M1
78FARMERS & MERCHANTS INVESTMENTS INC$9.2M1
79Allspring Global Investments Holdings, LLC$9.2M1
80Janus Henderson Group Ltd.$9.1M1
81Leith Wheeler Investment Counsel Ltd.$9.0M1
82Foresight Group Ltd Liability Partnership$8.9M1
83PARTHENON LLC$8.8M1
84WELLS FARGO & COMPANY/MN$8.1M1
85Eversept Partners, LP$7.6M1
86MUHLENKAMP & CO INC$7.3M1
87Trexquant Investment LP$6.9M1
88683 Capital Management, LLC$6.9M1
89DnB Asset Management AS$6.7M1
90ARMISTICE CAPITAL, LLC$6.7M1
91VANGUARD CAPITAL MANAGEMENT LLC$6.5M1
92PALISADE CAPITAL MANAGEMENT, LP$6.4M1
93GATEWAY INVESTMENT ADVISERS LLC$6.4M1
94PFM Health Sciences, LP$6.4M1
95BNP Paribas Asset Management Holding S.A.$5.7M1
96MILLENNIUM MANAGEMENT LLC$5.6M1
97Marks Group Wealth Management, Inc$5.6M1
98DKRT Investments Corp.$5.5M1
99OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC$5.5M1
100Schonfeld Strategic Advisors LLC$5.5M1
101Militia Capital Management LLC$5.0M1
102Capital International Sarl$4.9M1
103Verition Fund Management LLC$4.7M1
104NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$4.6M1
105Sendero Wealth Management, LLC$4.5M1
106HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$4.3M1
107Tidal Investments LLC$4.0M1
108Timber Creek Capital Management LLC$4.0M1
109Hudson Bay Capital Management LP$4.0M1
110Quinn Opportunity Partners LLC$3.9M1
111Amundi$3.7M1
112Avidity Partners Management LP$3.7M1
113PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.$3.6M1
114Swedbank AB$3.6M1
115Bank of New York Mellon Corp$3.5M1
116WINTON GROUP Ltd$3.4M1
117RICE HALL JAMES & ASSOCIATES, LLC$3.3M1
118Circumference Group LLC$3.2M1
119TWO SIGMA INVESTMENTS, LP$3.2M1
120FIRST NATIONAL BANK OF OMAHA$3.1M1
121LONDON CO OF VIRGINIA$3.1M1
122Quartz Partners, LLC$2.9M1
123Pathstone Holdings, LLC$2.9M1
124SeaBridge Investment Advisors LLC$2.9M1
125Inspire Investing, LLC$2.8M1
126CAPITAL INTERNATIONAL LTD /CA/$2.7M1
127DEUTSCHE BANK AG\$2.7M1
128Truffle Hound Capital, LLC$2.7M1
129LAZARD ASSET MANAGEMENT LLC$2.6M1
130Heights Point Management, LP$2.4M1
131National Philanthropic Trust$2.4M1
132STIFEL FINANCIAL CORP$2.4M1
133BUCKHEAD CAPITAL MANAGEMENT LLC$2.4M1
134Live Oak Private Wealth LLC$2.3M1
135CITIGROUP INC$2.3M1
136AMERICAN FINANCIAL GROUP INC$2.2M1
137LPL Financial LLC$2.2M1
138ROMANO BROTHERS AND COMPANY$2.2M1
139Fund 1 Investments, LLC$2.2M1
140Skylands Capital, LLC$2.1M1
141Bank Julius Baer & Co. Ltd, Zurich$2.0M1
142Rangeley Capital, LLC$2.0M1
143VANGUARD ASSET MANAGEMENT, Ltd$1.9M1
144VANGUARD PORTFOLIO MANAGEMENT LLC$1.9M1
145UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$1.8M1
146HEARTLAND ADVISORS INC$1.8M1
147Kerrisdale Advisers, LLC$1.7M1
148Cetera Investment Advisers$1.6M1
149USS Investment Management Ltd$1.6M1
150Grandeur Peak Global Advisors, LLC$1.5M1
151MAVERICK CAPITAL LTD$1.5M1
152Capital International, Inc./CA/$1.5M1
153TD ASSET MANAGEMENT INC$1.5M1
154BANQUE PICTET & CIE SA$1.5M1
155&PARTNERS$1.5M1
156Banque de Luxembourg S.A.$1.5M1
157HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$1.5M1
158NORTHERN TRUST CORP$1.4M1
159TRUIST FINANCIAL CORP$1.4M1
160Daiwa Securities Group Inc.$1.3M1
161MACKENZIE FINANCIAL CORP$1.3M1
162Numerai GP LLC$1.2M1
163STEPHENS INC /AR/$1.2M1
164FIRST MANHATTAN CO. LLC.$1.1M1
165Point72 Asset Management, L.P.$1.1M1
166Sanctuary Advisors, LLC$1.0M1
167US BANCORP \DE\$991K1
168ASSETMARK, INC$978K1
169BLAIR WILLIAM & CO/IL$973K1
170WELCH & FORBES LLC$952K1
171OPPENHEIMER ASSET MANAGEMENT INC.$949K1
172OSSIAM$899K1
173NewEdge Wealth, LLC$889K1
174SUSQUEHANNA INTERNATIONAL GROUP, LLP$889K1
175Atria Investments, Inc$824K1
176FORMULA GROWTH LTD$775K1
177Westover Capital Advisors, LLC$734K1
178Legacy Capital Wealth Partners, LLC$704K1
179THORNBURG INVESTMENT MANAGEMENT INC$665K1
180Vise Technologies, Inc.$662K1
181First National Advisers, LLC$657K1
1821900 WEALTH MANAGEMENT LLC$636K1
183Malaga Cove Capital, LLC$613K1
184Federation des caisses Desjardins du Quebec$598K1
185CenterBook Partners LP$597K1
186Capital Group Investment Management Pte. Ltd.$590K1
187Henshaw Capital LLC$524K1
188Focus Partners Wealth$520K1
189OneDigital Investment Advisors LLC$517K1
190Sierra Legacy Group$517K1
191HighTower Advisors, LLC$473K1
192NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$432K1
193HUNTINGTON NATIONAL BANK$427K1
194NWAM LLC$422K1
195ADVISORTRUST PARTNERS, LLC$416K1
196Kestra Advisory Services, LLC$415K1
197Diametric Capital, LP$415K1
198Cerity Partners LLC$409K1
199Annis Gardner Whiting Capital Advisors, LLC$399K1
200Creative Planning$387K1
201Rockefeller Capital Management L.P.$384K1
202Persistent Asset Partners Ltd$378K1
203CHOREO, LLC$369K1
204Storgate, LLC$355K1
205NEW WAVE WEALTH ADVISORS LLC$354K1
206COMMONWEALTH EQUITY SERVICES, LLC$354K1
207Mariner, LLC$351K1
208State of Wyoming$341K1
209PORTLAND INVESTMENT COUNSEL INC.$332K1
210GFS Advisors, LLC$323K1
211Legacy Wealth Asset Management, LLC$317K1
212Texas Capital Bank Wealth Management Services Inc$315K1
213Snowden Capital Advisors LLC$314K1
214O'SHAUGHNESSY ASSET MANAGEMENT, LLC$307K1
215FIRST TRUST ADVISORS LP$305K1
216NewEdge Advisors, LLC$303K1
217Merit Financial Group, LLC$297K1
218NATIONAL BANK OF CANADA /FI/$295K1
219Mutual Advisors, LLC$291K1
220Empowered Funds, LLC$289K1
221Net Worth Advisory Group$288K1
222WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$285K1
223JANE STREET GROUP, LLC$271K1
224Transamerica Financial Advisors, LLC$258K1
225BayBridge Capital Group, LLC$257K1
226Investment Insight Wealth Management, LLC$256K1
227WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$255K1
228CIBC Asset Management Inc$254K1
229OSAIC HOLDINGS, INC.$254K1
230PINNACLE ASSOCIATES LTD$251K1
231Legacy Advisors, LLC$243K1
232Virtus Family Office LLC$240K1
233T3 Companies, LLC$221K1
234Vanguard Personalized Indexing Management, LLC$212K1
235Ground Swell Capital, LLC$209K1
236L. Roy Papp & Associates, LLP$206K1
237ABS Direct Equity Fund LLC$202K1
238MML INVESTORS SERVICES, LLC$201K1
239Headlands Technologies LLC$200K1
240UMB Bank, n.a.$196K1
241NOMURA ASSET MANAGEMENT CO LTD$181K1
242GROUP ONE TRADING LLC$172K1
243WESTPAC BANKING CORP$171K1
244Allworth Financial LP$165K1
245Steward Partners Investment Advisory, LLC$157K1
246MAI Capital Management$150K1
247Groupe la Francaise$137K1
248AlphaCentric Advisors LLC$108K1
249FIFTH THIRD BANCORP$102K1
250Spire Wealth Management$78.9K1
251Grove Bank & Trust$73.7K1
252Blue Trust, Inc.$72.8K1
253THRIVENT FINANCIAL FOR LUTHERANS$68.9K1
254Zurcher Kantonalbank (Zurich Cantonalbank)$68.1K1
255STANCE CAPITAL LLC$66.4K1
256Bangor Savings Bank$66.2K1
257Wilmington Savings Fund Society, FSB$52.6K1
258Vanguard Global Advisers, LLC$48.4K1
259QUADRANT CAPITAL GROUP LLC$47.8K1
260Advisors Asset Management, Inc.$46.9K1
261Tower Research Capital LLC (TRC)$41.8K1
262Ritter Daniher Financial Advisory LLC / DE$41.1K1
263Parkside Financial Bank & Trust$31.0K1
264Arax Advisory Partners$28.8K1
265Security National Bank$22.1K1
266SIGNATUREFD, LLC$21.9K1
267Mirae Asset Global Investments Co., Ltd.$21.1K1
268Banque Transatlantique SA$20.8K1
269Asset Dedication, LLC$17.8K1
270Larson Financial Group LLC$16.9K1
271Glass Jacobson Investment Advisors llc$16.6K1
272MBM WEALTH CONSULTANTS, LLC$13.3K1
273Compagnie Lombard Odier SCmA$12.2K1
274MATHER GROUP, LLC.$11.8K1
275TD Waterhouse Canada Inc.$11.4K1
276Evelyn Partners Investment Management (Europe) Ltd$11.1K1
277CWM, LLC$9.2K1
278ELEVATION WEALTH PARTNERS, LLC$6.6K1
279Citizens National Bank Trust Department$5.5K1
280ALERUS FINANCIAL NA$5.3K1
281VAN ECK ASSOCIATES CORP$4.7K1
282CVA Family Office, LLC$4.5K1
283Financial Network Wealth Advisors LLC$3.0K1
284Medallion Wealth Advisors, LLC$2.5K1
285Purpose Unlimited Inc.$2.2K1
286Smartleaf Asset Management LLC$1.4K1
287CALDWELL SUTTER CAPITAL, INC.$1.3K1
288WEBSTER BANK, N. A.$1.3K1
289Prestige Wealth Management Group LLC$1.2K1
290Key FInancial Inc$1.1K1
291Pinnacle Wealth Planning Services, Inc.$8851
292Physician Wealth Advisors, Inc.$7751
293Cambridge Investment Research Advisors, Inc.$7391
294Bell Investment Advisors, Inc$6641
295WPG Advisers, LLC$6641
296ASO GROUP Ltd$6071
297MV CAPITAL MANAGEMENT, INC.$4431
298Pacifica Partners Inc.$4431
299Vermillion Wealth Management, Inc.$3321
300GSA CAPITAL PARTNERS LLP$2751
301CENTRAL TRUST Co$2221
302SJS Investment Consulting Inc.$2221
303TD Capital Management LLC$2211
304TopTier Wealth Management, LLC$2211
305NATURAL INVESTMENTS, LLC$2021
306PROSPERITY BANCSHARES INC$1111
307JFS WEALTH ADVISORS, LLC$1111
308True Wealth Design, LLC$1111
309DiNuzzo Private Wealth, Inc.$1111
310Rakuten Securities, Inc.$1111
311Godfrey Financial Associates, Inc.$1111
312Smithfield Trust Co$621
313Capital Advisors, Ltd. LLC$171
314Merrithew & Thorsten Inc$11
315M&T BANK CORP— value not disclosed1
316JENNISON ASSOCIATES LLC— value not disclosed1
317VANGUARD GROUP INC— value not disclosed1
318GLENMEDE TRUST CO NA— value not disclosed1
319FIL Ltd— value not disclosed1
320AMERICAN CENTURY COMPANIES INC— value not disclosed1
321Brandywine Global Investment Management, LLC— value not disclosed1
322Clearstead Advisors, LLC— value not disclosed1
323TOTH FINANCIAL ADVISORY CORP— value not disclosed1
324HSBC HOLDINGS PLC— value not disclosed1
325TRILLIUM ASSET MANAGEMENT, LLC— value not disclosed1
326DAVENPORT & Co LLC— value not disclosed1
327HM PAYSON & CO— value not disclosed1
328POLEN CAPITAL MANAGEMENT LLC— value not disclosed1
329CLIFFORD SWAN INVESTMENT COUNSEL LLC— value not disclosed1
330FEDERATED HERMES, INC.— value not disclosed1
331WCM INVESTMENT MANAGEMENT, LLC— value not disclosed1
332VOYA INVESTMENT MANAGEMENT LLC— value not disclosed1
333D.A. DAVIDSON & CO.— value not disclosed1
334SCHRODER INVESTMENT MANAGEMENT GROUP— value not disclosed1
335MARIETTA INVESTMENT PARTNERS LLC— value not disclosed1
336TEALWOOD ASSET MANAGEMENT INC— value not disclosed1
337ALTRINSIC GLOBAL ADVISORS LLC— value not disclosed1
338AQR CAPITAL MANAGEMENT LLC— value not disclosed1
339WESTFIELD CAPITAL MANAGEMENT CO LP— value not disclosed1
340COUNTRY TRUST BANK— value not disclosed1
341Hilltop Holdings Inc.— value not disclosed1
342BRANT POINT INVESTMENT MANAGEMENT LLC— value not disclosed1
343GUGGENHEIM CAPITAL LLC— value not disclosed1
344CIBC Private Wealth Group LLC— value not disclosed1
345Cadence Bank— value not disclosed1
346Calamos Advisors LLC— value not disclosed1
347Clearbridge Investments, LLC— value not disclosed1
348Hound Partners, LLC— value not disclosed1
349Orion Porfolio Solutions, LLC— value not disclosed1
350NORGES BANK— value not disclosed1
351HBK Sorce Advisory LLC— value not disclosed1
352Walleye Trading LLC— value not disclosed1
353Penobscot Investment Management Company, Inc.— value not disclosed1
354Employees Retirement System of Texas— value not disclosed1
355MidWestOne Financial Group, Inc.— value not disclosed1
356MACQUARIE GROUP LTD— value not disclosed1
357Robeco Schweiz AG— value not disclosed1
358SAMLYN CAPITAL, LLC— value not disclosed1
359Dana Investment Advisors, Inc.— value not disclosed1
360TWO SIGMA SECURITIES, LLC— value not disclosed1
361BENJAMIN EDWARDS INC— value not disclosed1
362Hollow Brook Wealth Management LLC— value not disclosed1
363DekaBank Deutsche Girozentrale— value not disclosed1
364Diversified Trust Co— value not disclosed1
365Huber Capital Management LLC— value not disclosed1
366J.Safra Asset Management Corp— value not disclosed1
367Leonteq Securities AG— value not disclosed1
368FineMark National Bank & Trust— value not disclosed1
369Utah Retirement Systems— value not disclosed1
370VOLORIDGE INVESTMENT MANAGEMENT, LLC— value not disclosed1
371Private Advisor Group, LLC— value not disclosed1
372Redmond Asset Management, LLC— value not disclosed1
373Waverly Advisors, LLC— value not disclosed1
374EXENCIAL WEALTH ADVISORS, LLC— value not disclosed1
375Strategic Global Advisors, LLC— value not disclosed1
376ARMOR ADVISORS, L.L.C.— value not disclosed1
377Prosight Management, LP— value not disclosed1
378EDMOND DE ROTHSCHILD HOLDING S.A.— value not disclosed1
379Orbis Allan Gray Ltd— value not disclosed1
380Bellevue Group AG— value not disclosed1
381Verdence Capital Advisors LLC— value not disclosed1
382Qube Research & Technologies Ltd— value not disclosed1
383Crewe Advisors LLC— value not disclosed1
384Independence Bank of Kentucky— value not disclosed1
385ExodusPoint Capital Management, LP— value not disclosed1
386Vestmark Advisory Solutions, Inc.— value not disclosed1
387ELEVATION POINT WEALTH PARTNERS, LLC— value not disclosed1
388Global Retirement Partners, LLC— value not disclosed1
389Quantinno Capital Management LP— value not disclosed1
390Hardy Reed LLC— value not disclosed1
391Geneos Wealth Management Inc.— value not disclosed1
392Qsemble Capital Management, LP— value not disclosed1
393DAGCO, INC.— value not disclosed1
394Foster Victor Wealth Advisors, LLC— value not disclosed1
395NICOLET ADVISORY SERVICES, LLC— value not disclosed1
396Brooklyn Investment Group— value not disclosed1
397HighMark Wealth Management LLC— value not disclosed1
398Resonant Capital Advisors, LLC— value not disclosed1
399Hunter Perkins Capital Management, LLC— value not disclosed1
400Annandale Capital, LLC— value not disclosed1
401INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC— value not disclosed1
402Militia Capital Partners, LP— value not disclosed1
403Simplify Asset Management Inc.— value not disclosed1
404TECTONIC ADVISORS LLC— value not disclosed1
405TUCKER ASSET MANAGEMENT LLC— value not disclosed1
406MARYLAND CAPITAL ADVISORS INC.— value not disclosed1
407NorthCrest Asset Manangement, LLC— value not disclosed1
408Alliance Wealth Advisors, LLC /UT— value not disclosed1
409White Knight Strategic Wealth Advisors, LLC— value not disclosed1
410Manhattan West Asset Management, LLC— value not disclosed1
411Forum Financial Management, LP— value not disclosed1
412BRAIDWELL LP— value not disclosed1
413KEYSTONE INVESTORS PTE LTD— value not disclosed1
414Irenic Capital Management LP— value not disclosed1
415TRANSATLANTIQUE PRIVATE WEALTH LLC— value not disclosed1
416Callan Family Office, LLC— value not disclosed1
417Acumen Wealth Advisors, LLC— value not disclosed1
418Cape Investment Advisory, Inc.— value not disclosed1
419Arvin Capital Management LP— value not disclosed1
420Frank, Rimerman Advisors LLC— value not disclosed1
421Portside Wealth Group, LLC— value not disclosed1
422Ilex Capital Partners (UK) LLP— value not disclosed1
423Financiere des Professionnels - Fonds d'investissement inc.— value not disclosed1
424Concurrent Investment Advisors, LLC— value not disclosed1
425NEOS Investment Management LLC— value not disclosed1
426QSV Equity Investors LLC— value not disclosed1
427ABOUND FINANCIAL, LLC— value not disclosed1
428Seneschal Advisors, LLC— value not disclosed1
429Rialto Wealth Management, LLC— value not disclosed1
430Maridea Wealth Management LLC— value not disclosed1
431Kilter Group LLC— value not disclosed1
432WGI DM, LLC— value not disclosed1
433HFM Investment Advisors, LLC— value not disclosed1
434OPTIMA CAPITAL LLC— value not disclosed1
435MASECO LLP— value not disclosed1
436Gibbs Wealth Management— value not disclosed1
437Keating Financial Advisory Services, Inc.— value not disclosed1
438EFG International AG— value not disclosed1
Truncated by Public Filings. Every one of the 314 13F filers reporting this share class for the quarter is listed. methodology §13F ↗
§ derived by Public Filings from this build's reviewed ticker-mapping holders list for this share class; that list carries each holder's share count, share change and filed date, which this table does not show, but no document links — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)0 buy / 3 sell
Congress net ($ bound)−$315K to −$116K
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on ICLR

RETAINED WINDOW · ACTIVE HITS

Zero hits on ICLR in the retained window — a computed answer over every rule, not missing coverage.

Every rule, with its definition →

Planned modules for ICLR · financials and macro

Financials — as filed PLANNED

ICLR's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: ICLR on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

† issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing