Filing Research | ICL GROUP LTD Institutional Holdings

Snapshot holdings

35 / 35 loaded

#		Instrument	quantity
1	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	150.0KSH	$747.1K
2	Investors Research Corp	Shares	134.3KSH	$668.6K
3	Sequoia Financial Advisors, LLC	Shares	109.1KSH	$543.2K
4	Ignite Planners, LLC	Shares	100.2KSH	$499.4K
5	SIGNATUREFD, LLC	Shares	79.3KSH	$395.0K
6	Fideuram Asset Management (Ireland) dac	Shares	25.7KSH	$385.3K
7	Aaron Wealth Advisors LLC	Shares	54.4KSH	$270.9K
8	Plan A Wealth LLC	Shares	46.1KSH	$229.8K
9	Ballentine Partners, LLC	Shares	43.9KSH	$218.5K
10	Venturi Wealth Management, LLC	Shares	39.5KSH	$196.9K
11	MOODY NATIONAL BANK TRUST DIVISION	Shares	36.1KSH	$179.9K
12	Optas, LLC	Shares	29.7KSH	$147.9K
13	Versant Capital Management, Inc	Shares	26.4KSH	$132.1K
14	Blue Trust, Inc.	Shares	24.9KSH	$123.9K
15	Composition Wealth, LLC	Shares	15.5KSH	$77.3K
16	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	12.9KSH	$62.6K
17	Farther Finance Advisors, LLC	Shares	8.7KSH	$43.1K
18	MassMutual Private Wealth & Trust, FSB	Shares	6.7KSH	$33.4K
19	EverSource Wealth Advisors, LLC	Shares	5.4KSH	$26.8K
20	Cromwell Holdings LLC	Shares	5.2KSH	$26.0K
21	Owl Creek Wealth Partners LLC	Shares	2.2KSH	$10.9K
22	SBI Securities Co., Ltd.	Shares	1.6KSH	$7.8K
23	Physician Wealth Advisors, Inc.	Shares	1.3KSH	$6.5K
24	ARMSTRONG ADVISORY GROUP, INC	Shares	500SH	$2.5K
25	GAMMA Investing LLC	Shares	363SH	$1.8K
26	Golden State Wealth Management, LLC	Shares	350SH	$1.7K
27	IFP Advisors, Inc	Shares	147SH	$732
28	GHP Investment Advisors, Inc.	Shares	90SH	$449
29	Arlington Trust Co LLC	Shares	84SH	$418
30	Abound Wealth Management	Shares	75SH	$374
31	True Wealth Design, LLC	Shares	44SH	$220
32	FINANCIAL CONSULATE, INC	Shares	34SH	$170
33	Monetary Solutions, Ltd	Shares	21SH	$105
34	Triumph Capital Management	Shares	15SH	$75
35	Kozak & Associates, Inc.	Shares	2SH	$9

Manager changes2026-06-30 vs 2026-03-31

44 / 44 loaded

#		Instrument
1	Fideuram Asset Management (Ireland) dac new	Shares	+25.7K	+$385.3K	$385.3K
2	EVERGREEN CAPITAL MANAGEMENT LLC added	Shares	+62.9K	+$298.2K	$747.1K
3	Sequoia Financial Advisors, LLC added	Shares	+37.9K	+$176.4K	$543.2K
4	Composition Wealth, LLC new	Shares	+15.5K	+$77.3K	$77.3K
5	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new	Shares	+12.9K	+$62.6K	$62.6K
6	Venturi Wealth Management, LLC added	Shares	+9.3K	+$40.4K	$196.9K
7	Ballentine Partners, LLC added	Shares	+8.5K	+$35.5K	$218.5K
8	Plan A Wealth LLC added	Shares	+8.0K	+$33.2K	$229.8K
9	SIGNATUREFD, LLC added	Shares	+6.9K	+$21.4K	$395.0K
10	Farther Finance Advisors, LLC added	Shares	+3.9K	+$18.0K	$43.1K
11	Aaron Wealth Advisors LLC added	Shares	+3.6K	+$9.2K	$270.9K
12	Owl Creek Wealth Partners LLC added	Shares	+248	+$896	$10.9K
13	GAMMA Investing LLC added	Shares	+186	+$891	$1.8K
14	Physician Wealth Advisors, Inc. added	Shares	+185	+$697	$6.5K
15	Monetary Solutions, Ltd new	Shares	+21	+$105	$105
16	Kozak & Associates, Inc. unchanged	Shares	0	$0	$9
17	Triumph Capital Management unchanged	Shares	0	-$2	$75
18	Sound Income Strategies, LLC exited	Shares	-1	-$5	$0
19	Arlington Trust Co LLC unchanged	Shares	0	-$17	$418
20	GHP Investment Advisors, Inc. unchanged	Shares	0	-$18	$449
21	IFP Advisors, Inc unchanged	Shares	0	-$29	$732
22	Abound Wealth Management trimmed	Shares	-4	-$36	$374
23	Golden State Wealth Management, LLC unchanged	Shares	0	-$70	$1.7K
24	ARMSTRONG ADVISORY GROUP, INC unchanged	Shares	0	-$88	$2.5K
25	Cromwell Holdings LLC added	Shares	+159	-$221	$26.0K
26	SBI Securities Co., Ltd. added	Shares	+3	-$298	$7.8K
27	MassMutual Private Wealth & Trust, FSB trimmed	Shares	-26	-$1.5K	$33.4K
28	True Wealth Design, LLC trimmed	Shares	-339	-$1.8K	$220
29	FINANCIAL CONSULATE, INC trimmed	Shares	-346	-$1.8K	$170
30	EverSource Wealth Advisors, LLC trimmed	Shares	-505	-$3.6K	$26.8K
31	Optas, LLC added	Shares	+402	-$3.9K	$147.9K
32	Blue Trust, Inc. trimmed	Shares	-156	-$5.8K	$123.9K
33	Ignite Planners, LLC added	Shares	+989	-$10.4K	$499.4K
34	MOODY NATIONAL BANK TRUST DIVISION trimmed	Shares	-5.4K	-$35.2K	$179.9K
35	Investors Research Corp trimmed	Shares	-3.0K	-$38.7K	$668.6K
36	a16z Perennial Management, L.P. exited	Shares	-12.9K	-$66.8K	$0
37	Versant Capital Management, Inc trimmed	Shares	-13.1K	-$70.6K	$132.1K
38	YOUSIF CAPITAL MANAGEMENT, LLC exited	Shares	-20.0K	-$103.6K	$0
39	CWA Asset Management Group, LLC exited	Shares	-27.1K	-$139.6K	$0
40	Fractal Investments LLC exited	Shares	-36.5K	-$189.1K	$0
41	Counterpoint Mutual Funds LLC exited	Shares	-64.1K	-$332.1K	$0
42	Harbour Capital Advisors, LLC exited	Shares	-83.3K	-$431.8K	$0
43	Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. exited	Shares	-327.6K	-$1.7M	$0
44	MEITAV INVESTMENT HOUSE LTD exited	Shares	-29.8M	-$152.3M	$0