Who Owns ICSH
Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in ICSH.
Who crossed 5% of ICSH →Positions as of 2026-09-30
Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.
| Manager | Value |
|---|---|
| Farther Finance Advisors, LLCETF398.5K shadded | $20.1M |
| Galvin, Gaustad & Stein, LLCULTRA SHORT DUR315.7K shadded | $15.9M |
| ALKEME WEALTH, LLCULTRA SHORT DUR295.6K shadded | $14.9M |
| Sherry Group, Inc.ULTRA SHORT DUR224.8K shheld | $11.3M |
| MJT & Associates Financial Advisory Group, Inc.ETF209.7K shadded | $10.6M |
| General Partner, Inc.CL205.9K shadded | $10.4M |
| ELEVATION WEALTH PARTNERS, LLCULTRA SHORT DUR119K sh— | $6M |
| Wealth Enhancement Trust Services, Inc.ULTRA SHORT DUR112.6K shtrimmed | $5.7M |
| Vilga Financial Planning LLCULTRA SHORT DUR111.6K shadded | $5.6M |
| Go Invest LLCETF36.5K shadded | $1.8M |
| YHB Investment Advisors, Inc.ULTRA SHORT DUR24.5K shadded | $1.2M |
| Avidian Wealth Enterprises, LLCULTRA SHORT DUR21.3K shtrimmed | $1.1M |
| Factor Wealth Management LTDULTRA SHORT DUR15K shtrimmed | $754.8K |
| CoreCap Advisors, LLCETF14.4K shadded | $723.8K |
| Gerald Baker Financial Group LLCULTRA SHORT DUR13.9K shadded | $698.9K |
| Matrix Trust CoBLACKROCK ULTRA12.4K shtrimmed | $626K |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLCULTRA SHORT DUR11.8K shadded | $592.6K |
| SEARCY FINANCIAL SERVICES INC /ADVULTRA SHORT DUR11.1K shtrimmed | $559.1K |
| CANANDAIGUA NATIONAL BANK & TRUST COCom10.9K shtrimmed | $548.5K |
| Elm3 Financial Group, LLCULTRA SHORT DUR9.7K shadded | $487.8K |
| FIG FINANCIAL ADVISORY SERVICES INC /ADVULTRA SHORT DUR9.2K sh— | $465.4K |
| Peterson Wealth Advisors, LLCULTRA SHORT DUR9K shtrimmed | $454.1K |
| First Heartland Consultants, Inc.ULTRA SHORT DUR8.9K shadded | $450.6K |
| AVAII WEALTH MANAGEMENT, LLCULTRA SHORT DUR8.7K shtrimmed | $435.4K |
| Castleview Partners, LLCULTRA SHORT DUR4.6K shtrimmed | $232.9K |
| Echo45 Advisors LLCULTRA SHORT DUR4.4K sh— | $221.6K |
| HF Advisory Group, LLCULTRA SHORT DUR4.1K shadded | $207.5K |
| TOMPKINS FINANCIAL CORPULTRA SHORT DUR3.7K shadded | $185.1K |
| Byrne Asset Management LLCCOM1.9K shtrimmed | $93K |
| ATWOOD & PALMER INCCOM1.5K shheld | $76.9K |
| Rosenberg Matthew HamiltonETF670 shheld | $33.8K |
| AMERICAN NATIONAL BANK & TRUSTULTRA SHORT DUR265 shtrimmed | $13.4K |
Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.
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