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ICCT

iCoreConnect

Delisted

ICCT was delisted on the 21st of May, 2025.

20 hedge funds and large institutions have $378K invested in iCoreConnect in 2024 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 2 increasing their positions, 0 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

18% more funds holding

Funds holding: 1720 (+3)

0.03% more ownership

Funds ownership: 0.17%0.2% (+0.03%)

10% less capital invested

Capital invested by funds: $419K → $378K (-$40.9K)

Holders
20
Holders Change
+3
Holders Change %
+17.65%
% of All Funds
0.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
2
Reduced
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DWP
1
Destiny Wealth Partners
Florida
$94.4K
Vanguard Group
2
Vanguard Group
Pennsylvania
$62.1K
Geode Capital Management
3
Geode Capital Management
Massachusetts
$55.9K
SEM
4
Suncoast Equity Management
Florida
$32K +$37.3K +1,724 New
SC
5
Sapient Capital
Indiana
$29K
Mariner
6
Mariner
Kansas
$22.1K
Morgan Stanley
7
Morgan Stanley
New York
$14.8K
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$14K
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$11.1K +$12.9K +598 New
Citadel Advisors
10
Citadel Advisors
Florida
$10K +$11.7K +539 New
CL
11
Choreo LLC
Illinois
$9.46K +$11.9K +549 New
CAC
12
Certified Advisory Corp
Florida
$9.28K +$10.8K +500 New
TRCT
13
Tower Research Capital (TRC)
New York
$7.15K +$2.72K +126 +49%
UBS Group
14
UBS Group
Switzerland
$3.55K +$3.74K +173 +961%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$1.94K +$2.27K +105 New
Osaic Holdings
16
Osaic Holdings
Arizona
$1.14K
NA
17
NewEdge Advisors
Louisiana
$186
Bank of America
18
Bank of America
North Carolina
$68 +$86 +4 New
AAP
19
Arax Advisory Partners
Colorado
$15
IA
20
IFP Advisors
Florida
$15
VF
21
Virtu Financial
New York
-$23K -936 Closed
Qube Research & Technologies (QRT)
22
Qube Research & Technologies (QRT)
United Kingdom
-$1.95K -80 Closed
Fidelity Investments
23
Fidelity Investments
Massachusetts
-$622 -26 Closed
Wells Fargo
24
Wells Fargo
California
-$74 -3 Closed
CA
25
CoreCap Advisors
Michigan
-$1