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Institutional Ownership · SEC Form 13F

Who owns ICOP (ICOP)


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

Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

92
Institutional holders
2,571,411
Shares held (tracked funds)

How the tape is positioned

The tracked-fund tape on ICOP is one-sided between 2025-Q4 and 2026-Q1: 24 added or opened and 5 trimmed or exited — on balance accumulating.

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

ICOP’s largest tracked holder by dollar value, Municipal Employees' Retirement System of Michigan, sizes it at 0.3% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.3pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in ICOP 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 2025-Q4 and 2026-Q1, across 92 tracked filers holding ICOP, 79 increased or opened the position and 20 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 ICOP between the 2025-Q4 and 2026-Q1 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 16

  • Spider Management Company, LLC$18M
  • Fortis Group Advisors, LLC$3M
  • RAYMOND JAMES FINANCIAL INC$2M
  • OLD MISSION CAPITAL LLC$2M
  • Belvedere Trading LLC$1M
  • C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors$1M

Full exits 4

  • J. Safra Sarasin Holding AG$1M
  • MARSHALL WACE, LLP$1M
  • CITADEL ADVISORS LLC$1M
  • Purpose Unlimited Inc.$996K

Largest adds

  • LPL Financial LLC$15M
  • JANE STREET GROUP, LLC$9M
  • Steward Partners Investment Advisory, LLC$2M
  • SUSQUEHANNA INTERNATIONAL GROUP, LLP$2M
  • W.G. Shaheen & Associates DBA Whitney & Co$801K
  • Cambridge Investment Research Advisors, Inc.$798K

Largest trims

  • Municipal Employees' Retirement System of Michigan$11M

Institutional holders

One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).

FundSharesReported value% of valueQuarter
Municipal Employees' Retirement System of Michigan trimmed501,672$24M18.6%2026-Q1
LPL Financial LLC added405,030$19M15.0%2026-Q1
Spider Management Company, LLC new387,151$18M14.3%2026-Q1
JANE STREET GROUP, LLC added270,642$13M10.0%2026-Q1
W.G. Shaheen & Associates DBA Whitney & Co added167,003$8M6.2%2026-Q1
Fortis Group Advisors, LLC new65,304$3M2.5%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP added58,487$3M2.2%2026-Q1
Steward Partners Investment Advisory, LLC added52,787$3M2.0%2026-Q1
RAYMOND JAMES FINANCIAL INC added45,782$2M1.7%2026-Q1
OLD MISSION CAPITAL LLC trimmed45,080$2M1.7%2026-Q1
Kera Capital Partners, Inc. added37,840$2M1.4%2026-Q1
Belvedere Trading LLC new27,937$1M1.0%2026-Q1
Cambridge Investment Research Advisors, Inc. added24,741$1M0.9%2026-Q1
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors new24,616$1M0.9%2026-Q1
TITLEIST ASSET MANAGEMENT, LLC new22,397$1M0.8%2026-Q1
HighTower Advisors, LLC new22,094$1M0.8%2026-Q1
TD Waterhouse Canada Inc. trimmed19,154$938K0.7%2026-Q1
Quantinno Capital Management LP new19,103$909K0.7%2026-Q1
U.S. Capital Wealth Advisors, LLC added18,063$859K0.7%2026-Q1
Western Wealth Management, LLC added16,105$766K0.6%2026-Q1
Ancora Advisors LLC new16,057$764K0.6%2026-Q1
OSAIC HOLDINGS, INC. added15,681$746K0.6%2026-Q1
Independent Advisor Alliance new15,479$736K0.6%2026-Q1
Mariner, LLC new14,221$677K0.5%2026-Q1
ENVESTNET ASSET MANAGEMENT INC new14,146$673K0.5%2026-Q1
SeaCrest Wealth Management, LLC added13,715$653K0.5%2026-Q1
Moors & Cabot, Inc. new13,464$641K0.5%2026-Q1
Pinnacle Financial Partners, Inc. added12,959$617K0.5%2026-Q1
Cerity Partners LLC added12,604$600K0.5%2026-Q1
GREAT VALLEY ADVISOR GROUP, INC. new12,578$599K0.5%2026-Q1
Sigma Planning Corp added12,281$584K0.5%2026-Q1
Clare Market Investments LLC new10,950$521K0.4%2026-Q1
WHITTIER TRUST CO OF NEVADA INC new10,000$485K0.4%2026-Q1
Evanson Asset Management, LLC new10,000$476K0.4%2026-Q1
ROYAL BANK OF CANADA added9,642$459K0.4%2026-Q1
PFG Investments, LLC new7,976$379K0.3%2026-Q1
Cetera Investment Advisers new7,676$365K0.3%2026-Q1
SIMPLEX TRADING, LLC added7,574$360K0.3%2026-Q1
Bluesphere Advisors LLC new7,519$358K0.3%2026-Q1
AE Wealth Management LLC new6,730$320K0.2%2026-Q1
MML INVESTORS SERVICES, LLC new6,377$303K0.2%2026-Q1
BENJAMIN EDWARDS INC new6,284$299K0.2%2026-Q1
Creative Planning new5,684$270K0.2%2026-Q1
Allie Family Office LLC5,465$260K0.2%2026-Q1
TRUIST FINANCIAL CORP new5,220$248K0.2%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC new5,054$240K0.2%2026-Q1
Betterment LLC new5,036$240K0.2%2026-Q1
Financial Engines Advisors L.L.C.5,000$238K0.2%2026-Q1
Southeast Asset Advisors, LLC new4,870$232K0.2%2026-Q1
Rehmann Capital Advisory Group4,766$227K0.2%2026-Q1
OneDigital Investment Advisors LLC new4,498$214K0.2%2026-Q1
Dai-ichi Life International Holdings LLC new4,450$212K0.2%2026-Q1
Belpointe Asset Management LLC new4,394$209K0.2%2026-Q1
Sequoia Financial Advisors, LLC new4,347$207K0.2%2026-Q1
Sunbelt Securities, Inc. trimmed4,310$205K0.2%2026-Q1
US BANCORP \DE\ new4,133$197K0.2%2026-Q1
NATIONAL BANK OF CANADA /FI/ added3,860$183K0.1%2026-Q1
Legend Capital Advisors LLC new3,800$181K0.1%2026-Q1
JFS WEALTH ADVISORS, LLC added2,928$139K0.1%2026-Q1
Center for Financial Planning, Inc. new2,645$126K0.1%2026-Q1
Bradley & Co. Private Wealth Management, LLC new2,498$119K0.1%2026-Q1
Allworth Financial LP new2,275$108K0.1%2026-Q1
BANK OF MONTREAL /CAN/ trimmed1,210$58K0.0%2026-Q1
Farther Finance Advisors, LLC added1,136$56K0.0%2026-Q1
Crewe Advisors LLC new1,010$48K0.0%2026-Q1
CoreCap Advisors, LLC new998$47K0.0%2026-Q1
TRUST CO OF TOLEDO NA /OH/ new891$42K0.0%2026-Q1
FIFTH THIRD BANCORP new600$29K0.0%2026-Q1
EVOLUTION WEALTH MANAGEMENT INC. new516$25K0.0%2026-Q1
PRIVATE TRUST CO NA500$24K0.0%2026-Q1
Vermillion Wealth Management, Inc.480$23K0.0%2026-Q1
Capital Analysts, LLC added456$22K0.0%2026-Q1
Spire Wealth Management400$19K0.0%2026-Q1
Capital Investment Advisory Services, LLC new400$19K0.0%2026-Q1
CWM, LLC400$19K0.0%2026-Q1
MORGAN STANLEY trimmed346$16K0.0%2026-Q1
ROTHSCHILD INVESTMENT LLC new280$13K0.0%2026-Q1
MAI Capital Management new256$12K0.0%2026-Q1
TSFG, LLC228$11K0.0%2026-Q1
GROUP ONE TRADING LLC new223$11K0.0%2026-Q1
Innovative Asset Advisors Group, LLC new217$10K0.0%2026-Q1
TWIN PEAKS WEALTH ADVISORS, LLC new188$9K0.0%2026-Q1
Strategic Wealth Partners, Ltd. new181$9K0.0%2026-Q1
Rockefeller Capital Management L.P. new150$7K0.0%2026-Q1
J. Safra Sarasin Holding AG added30,010$1M1.0%2025-Q4 stale
MARSHALL WACE, LLP new27,995$1M1.0%2025-Q4 stale
CITADEL ADVISORS LLC trimmed24,980$1M0.9%2025-Q4 stale
Purpose Unlimited Inc. new22,477$996K0.8%2025-Q4 stale
GTS SECURITIES LLC trimmed7,346$326K0.3%2025-Q4 stale
SYNOVUS FINANCIAL CORP added8,093$305K0.2%2025-Q3 stale
IFG Advisory, LLC new5,526$245K0.2%2025-Q4 stale
SLT Holdings LLC new4,770$211K0.2%2025-Q4 stale
FOUNDATIONS INVESTMENT ADVISORS, LLC new4,770$211K0.2%2025-Q4 stale
HHM Wealth Advisors, LLC new653$29K0.0%2025-Q4 stale
COMERICA BANK600$27K0.0%2025-Q4 stale
Ameritas Advisory Services, LLC599$23K0.0%2025-Q3 stale
Kestra Advisory Services, LLC new507$22K0.0%2025-Q4 stale
Acumen Wealth Advisors, LLC new285$13K0.0%2025-Q4 stale
PRINCIPAL SECURITIES, INC. new330$12K0.0%2025-Q3 stale
OLIVER LAGORE VANVALIN INVESTMENT GROUP407$11K0.0%2025-Q2 stale

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