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Institutional Ownership · SEC Form 13F

Who owns ICF


Which tracked institutional funds hold ICF, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See ICF company fundamentals →

Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-19). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

354
Institutional holders
20M
Shares held (tracked funds)

How the tape is positioned

61 tracked funds added or opened ICF while 29 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.

A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.

Conviction spread

ICF’s largest tracked holder by dollar value, NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in ICF divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.

Institutional & insider positioning

Between 2026-Q1 and 2026-Q2, across 354 tracked filers holding ICF, 130 increased or opened the position and 154 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.

This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.

New buyers & exits

Funds opening or closing a position in ICF between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.

New buyers 7

  • Bleakley Financial Group, LLC$2M
  • NewEdge Advisors, LLC$1M
  • Evanson Financial, LLC$981K
  • J.W. COLE ADVISORS, INC.$833K
  • MCF Advisors LLC$582K
  • AXXCESS WEALTH MANAGEMENT, LLC$574K

Full exits 15

  • TWO SIGMA INVESTMENTS, LP$14M
  • HighTower Advisors, LLC$8M
  • CWM, LLC$8M
  • PRINCIPAL SECURITIES, INC.$2M
  • Parkside Financial Bank & Trust$2M
  • Capital Analysts, LLC$2M

Largest adds

  • JPMORGAN CHASE & CO$20M
  • MORGAN STANLEY$14M
  • OSAIC HOLDINGS, INC.$12M
  • NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$10M
  • Foundations Investment Advisors, LLC$8M
  • ROYAL BANK OF CANADA$7M

Largest trims

  • RAYMOND JAMES FINANCIAL INC$13M
  • Koss-Olinger Consulting, LLC$4M
  • IHT Wealth Management, LLC$1M
  • Mosley Wealth Management$1M
  • AWM CAPITAL, LLC$1M
  • Mariner, LLC$1M

Institutional holders

One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.

FundSharesReported value% of valueQuarter
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed2,137,543$145M11.7%2026-Q2
JPMORGAN CHASE & CO added1,635,981$113M9.1%2026-Q2
MORGAN STANLEY added1,461,529$99M8.0%2026-Q2
BANK OF AMERICA CORP /DE/ added780,062$53M4.3%2026-Q2
Foundations Investment Advisors, LLC added763,220$52M4.2%2026-Q2
Cetera Investment Advisers added689,531$47M3.8%2026-Q2
ROYAL BANK OF CANADA added606,966$41M3.3%2026-Q2
OSAIC HOLDINGS, INC. added580,359$39M3.2%2026-Q2
M&T Bank Corp added483,292$33M2.6%2026-Q2
RAYMOND JAMES FINANCIAL INC trimmed476,297$32M2.6%2026-Q2
National Philanthropic Trust trimmed447,284$30M2.4%2026-Q2
LPL Financial LLC trimmed430,799$29M2.3%2026-Q2
Bank of New York Mellon Corp added371,340$25M2.0%2026-Q2
AMG National Trust Bank added359,980$24M2.0%2026-Q2
Kestra Advisory Services, LLC trimmed345,990$23M1.9%2026-Q2
KEYBANK NATIONAL ASSOCIATION/OH added324,314$22M1.8%2026-Q2
Creative Planning trimmed285,621$19M1.6%2026-Q2
Connecticut Wealth Management, LLC trimmed270,820$18M1.5%2026-Q2
WELLS FARGO & COMPANY/MN added244,827$17M1.3%2026-Q2
LBMC INVESTMENT ADVISORS, LLC trimmed238,394$16M1.3%2026-Q2
IFG Advisors, LLC trimmed231,471$16M1.3%2026-Q2
ENVESTNET ASSET MANAGEMENT INC trimmed223,256$15M1.2%2026-Q2
FIFTH THIRD BANCORP trimmed221,203$15M1.2%2026-Q2
Pathstone Holdings, LLC trimmed207,546$14M1.1%2026-Q2
Brewster Financial Planning LLC added181,727$12M1.0%2026-Q2
COMMONWEALTH EQUITY SERVICES, LLC added176,144$12M1.0%2026-Q2
Focus Partners Wealth added169,852$11M0.9%2026-Q2
Mariner, LLC trimmed167,866$11M0.9%2026-Q2
William Howard & Co Financial Advisors Inc added160,922$11M0.9%2026-Q2
Cresset Asset Management, LLC added134,878$9M0.7%2026-Q2
Corient Private Wealth LP trimmed131,757$9M0.7%2026-Q2
UBS Group AG trimmed123,804$8M0.7%2026-Q2
Ballentine Partners, LLC trimmed115,440$8M0.6%2026-Q2
Innova Wealth Partners added111,813$8M0.6%2026-Q2
MONETA GROUP INVESTMENT ADVISORS LLC trimmed110,832$7M0.6%2026-Q2
AWM CAPITAL, LLC trimmed110,638$7M0.6%2026-Q2
US BANCORP \DE\ trimmed106,920$7M0.6%2026-Q2
Cullen/Frost Bankers, Inc. trimmed106,208$7M0.6%2026-Q2
PNC Financial Services Group, Inc. trimmed98,879$7M0.5%2026-Q2
Equitable Holdings, Inc. added94,676$6M0.5%2026-Q2
Garde Capital, Inc. added88,739$6M0.5%2026-Q2
Ifrah Financial Services, Inc. trimmed88,702$6M0.5%2026-Q2
NORTHERN TRUST CORP trimmed86,383$6M0.5%2026-Q2
Asset Management Group, Inc. trimmed85,137$6M0.5%2026-Q2
AMERIPRISE FINANCIAL INC trimmed83,418$6M0.5%2026-Q2
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC trimmed81,347$6M0.4%2026-Q2
Wealthspire Retirement, LLC trimmed76,904$5M0.4%2026-Q2
Baird Financial Group, Inc. trimmed69,443$5M0.4%2026-Q2
SOA Wealth Advisors, LLC. added68,979$5M0.4%2026-Q2
ARBOR TRUST WEALTH ADVISORS, LLC added63,332$4M0.3%2026-Q2
Per Stirling Capital Management, LLC. added62,055$4M0.3%2026-Q2
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC trimmed59,419$4M0.3%2026-Q2
CAPTRUST FINANCIAL ADVISORS added58,089$4M0.3%2026-Q2
Belpointe Asset Management LLC trimmed58,033$4M0.3%2026-Q2
Modern Wealth Management, LLC trimmed55,402$4M0.3%2026-Q2
Fiduciary Trust Co trimmed49,300$3M0.3%2026-Q2
Beacon Pointe Advisors, LLC trimmed48,087$3M0.3%2026-Q2
GOLDMAN SACHS GROUP INC added46,797$3M0.3%2026-Q2
MERCER GLOBAL ADVISORS INC /ADV trimmed44,591$3M0.2%2026-Q2
SUSQUEHANNA INTERNATIONAL GROUP, LLP added40,467$3M0.2%2026-Q2
D.A. DAVIDSON & CO. added40,251$3M0.2%2026-Q2
Mine & Arao Wealth Creation & Management, LLC. added40,250$3M0.2%2026-Q2
Koss-Olinger Consulting, LLC trimmed38,831$3M0.2%2026-Q2
Cassaday & Co Wealth Management LLC trimmed37,831$3M0.2%2026-Q2
HARBOR INVESTMENT ADVISORY, LLC trimmed37,495$3M0.2%2026-Q2
Cornerstone Wealth Group, LLC trimmed35,844$2M0.2%2026-Q2
PW Nova Financial Services LLC added35,134$2M0.2%2026-Q2
Bleakley Financial Group, LLC new34,632$2M0.2%2026-Q2
CITADEL ADVISORS LLC added32,630$2M0.2%2026-Q2
Frank, Rimerman Advisors LLC trimmed32,368$2M0.2%2026-Q2
Steward Partners Investment Advisory, LLC added31,948$2M0.2%2026-Q2
Westside Investment Management, Inc. added31,352$2M0.2%2026-Q2
CIBC Bancorp USA Inc. trimmed30,827$2M0.2%2026-Q2
KINGSWOOD WEALTH ADVISORS, LLC trimmed27,900$2M0.2%2026-Q2
Mutual Advisors, LLC added27,859$2M0.2%2026-Q2
TRUSTMARK BANK TRUST DEPARTMENT27,700$2M0.2%2026-Q2
Chicago Partners Investment Group LLC added27,278$2M0.2%2026-Q2
Greykasell Wealth Strategies, Inc. added26,838$2M0.1%2026-Q2
MML INVESTORS SERVICES, LLC added26,339$2M0.1%2026-Q2
D. E. Shaw & Co., Inc. added25,499$2M0.1%2026-Q2
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC trimmed24,166$2M0.1%2026-Q2
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added24,047$2M0.1%2026-Q2
SFAM, LLC added23,852$2M0.1%2026-Q2
Avior Wealth Management, LLC trimmed23,344$2M0.1%2026-Q2
Private Advisor Group, LLC trimmed22,586$2M0.1%2026-Q2
Capital Investment Advisors, LLC trimmed22,417$2M0.1%2026-Q2
jvl associates llc21,796$1M0.1%2026-Q2
BAILARD, INC.21,590$1M0.1%2026-Q2
Savant Capital, LLC21,346$1M0.1%2026-Q2
CITIGROUP INC trimmed21,093$1M0.1%2026-Q2
McNaughton Wealth Management, LLC trimmed20,925$1M0.1%2026-Q2
Wealthspire Advisors, LLC added20,634$1M0.1%2026-Q2
Arkadios Wealth Advisors added20,324$1M0.1%2026-Q2
Cerity Partners LLC trimmed19,750$1M0.1%2026-Q2
Financial Futures Ltd Liability Co. trimmed19,709$1M0.1%2026-Q2
Avidian Wealth Enterprises, LLC trimmed19,068$1M0.1%2026-Q2
Rockefeller Capital Management L.P. trimmed18,475$1M0.1%2026-Q2
JONES FINANCIAL COMPANIES LLLP added18,265$1M0.1%2026-Q2
Tower Research Capital LLC (TRC) added17,139$1M0.1%2026-Q2
PCA Investment Advisory Services Inc. added17,018$1M0.1%2026-Q2

Ownership over time

Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.

HoldersTotal shares

Reading this table

Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.

About 13F filings

A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.

Learn how to read institutional ownership