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 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Kevin Hern · $100K–$250K

Sale · 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
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-09-01Kevin Hern R–OK-1Sale · partial · JT (partial sale, jointly owned)Traded 08-14 +18d$15K–$50K
2026-04-03Kevin Hern R–OK-1Sale · JT (jointly owned)Traded 03-05 +29d$100K–$250K
2026-03-12Julia Letlow R–LA-5SaleTraded 02-12 +28d$1K–$15K
2024-09-06John James R–MI-10SaleTraded 09-04 +2d$1K–$15K
2024-09-02John James R–MI-10PurchaseTraded 06-12 LATE·82d$1K–$15K
Traded → filed dates on every rowEach 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 2026-09-14
Members disclosing ICLR in the trailing 12 months
MemberRowsNetNet 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.CommitteesNumber 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 2026-06-16 → 2026-09-14 · 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 CongressSale$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 · Congress rows date by filing, 13F rows by quarter end · 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
#FilerValue ▾SecuritiesFlagsSrc
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$01
316JENNISON ASSOCIATES LLC$01
317VANGUARD GROUP INC$01
318GLENMEDE TRUST CO NA$01
319FIL Ltd$01
320AMERICAN CENTURY COMPANIES INC$01
321Brandywine Global Investment Management, LLC$01
322Clearstead Advisors, LLC$01
323TOTH FINANCIAL ADVISORY CORP$01
324HSBC HOLDINGS PLC$01
325TRILLIUM ASSET MANAGEMENT, LLC$01
326DAVENPORT & Co LLC$01
327HM PAYSON & CO$01
328POLEN CAPITAL MANAGEMENT LLC$01
329CLIFFORD SWAN INVESTMENT COUNSEL LLC$01
330FEDERATED HERMES, INC.$01
331WCM INVESTMENT MANAGEMENT, LLC$01
332VOYA INVESTMENT MANAGEMENT LLC$01
333D.A. DAVIDSON & CO.$01
334SCHRODER INVESTMENT MANAGEMENT GROUP$01
335MARIETTA INVESTMENT PARTNERS LLC$01
336TEALWOOD ASSET MANAGEMENT INC$01
337ALTRINSIC GLOBAL ADVISORS LLC$01
338AQR CAPITAL MANAGEMENT LLC$01
339WESTFIELD CAPITAL MANAGEMENT CO LP$01
340COUNTRY TRUST BANK$01
341Hilltop Holdings Inc.$01
342BRANT POINT INVESTMENT MANAGEMENT LLC$01
343GUGGENHEIM CAPITAL LLC$01
344CIBC Private Wealth Group LLC$01
345Cadence Bank$01
346Calamos Advisors LLC$01
347Clearbridge Investments, LLC$01
348Hound Partners, LLC$01
349Orion Porfolio Solutions, LLC$01
350NORGES BANK$01
351HBK Sorce Advisory LLC$01
352Walleye Trading LLC$01
353Penobscot Investment Management Company, Inc.$01
354Employees Retirement System of Texas$01
355MidWestOne Financial Group, Inc.$01
356MACQUARIE GROUP LTD$01
357Robeco Schweiz AG$01
358SAMLYN CAPITAL, LLC$01
359Dana Investment Advisors, Inc.$01
360TWO SIGMA SECURITIES, LLC$01
361BENJAMIN EDWARDS INC$01
362Hollow Brook Wealth Management LLC$01
363DekaBank Deutsche Girozentrale$01
364Diversified Trust Co$01
365Huber Capital Management LLC$01
366J.Safra Asset Management Corp$01
367Leonteq Securities AG$01
368FineMark National Bank & Trust$01
369Utah Retirement Systems$01
370VOLORIDGE INVESTMENT MANAGEMENT, LLC$01
371Private Advisor Group, LLC$01
372Redmond Asset Management, LLC$01
373Waverly Advisors, LLC$01
374EXENCIAL WEALTH ADVISORS, LLC$01
375Strategic Global Advisors, LLC$01
376ARMOR ADVISORS, L.L.C.$01
377Prosight Management, LP$01
378EDMOND DE ROTHSCHILD HOLDING S.A.$01
379Orbis Allan Gray Ltd$01
380Bellevue Group AG$01
381Verdence Capital Advisors LLC$01
382Qube Research & Technologies Ltd$01
383Crewe Advisors LLC$01
384Independence Bank of Kentucky$01
385ExodusPoint Capital Management, LP$01
386Vestmark Advisory Solutions, Inc.$01
387ELEVATION POINT WEALTH PARTNERS, LLC$01
388Global Retirement Partners, LLC$01
389Quantinno Capital Management LP$01
390Hardy Reed LLC$01
391Geneos Wealth Management Inc.$01
392Qsemble Capital Management, LP$01
393DAGCO, INC.$01
394Foster Victor Wealth Advisors, LLC$01
395NICOLET ADVISORY SERVICES, LLC$01
396Brooklyn Investment Group$01
397HighMark Wealth Management LLC$01
398Resonant Capital Advisors, LLC$01
399Hunter Perkins Capital Management, LLC$01
400Annandale Capital, LLC$01
401INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$01
402Militia Capital Partners, LP$01
403Simplify Asset Management Inc.$01
404TECTONIC ADVISORS LLC$01
405TUCKER ASSET MANAGEMENT LLC$01
406MARYLAND CAPITAL ADVISORS INC.$01
407NorthCrest Asset Manangement, LLC$01
408Alliance Wealth Advisors, LLC /UT$01
409White Knight Strategic Wealth Advisors, LLC$01
410Manhattan West Asset Management, LLC$01
411Forum Financial Management, LP$01
412BRAIDWELL LP$01
413KEYSTONE INVESTORS PTE LTD$01
414Irenic Capital Management LP$01
415TRANSATLANTIQUE PRIVATE WEALTH LLC$01
416Callan Family Office, LLC$01
417Acumen Wealth Advisors, LLC$01
418Cape Investment Advisory, Inc.$01
419Arvin Capital Management LP$01
420Frank, Rimerman Advisors LLC$01
421Portside Wealth Group, LLC$01
422Ilex Capital Partners (UK) LLP$01
423Financiere des Professionnels - Fonds d'investissement inc.$01
424Concurrent Investment Advisors, LLC$01
425NEOS Investment Management LLC$01
426QSV Equity Investors LLC$01
427ABOUND FINANCIAL, LLC$01
428Seneschal Advisors, LLC$01
429Rialto Wealth Management, LLC$01
430Maridea Wealth Management LLC$01
431Kilter Group LLC$01
432WGI DM, LLC$01
433HFM Investment Advisors, LLC$01
434OPTIMA CAPITAL LLC$01
435MASECO LLP$01
436Gibbs Wealth Management$01
437Keating Financial Advisory Services, Inc.$01
438EFG International AG$01
Truncated by Public Filings. The published aggregate ranks the top 438 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — 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