Who owns 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-Q2 13F filings (latest filed 2026-09-02). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
13 tracked funds added or opened ICOP while 14 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
ICOP’s largest tracked holder by dollar value, Spider Management Company, LLC, sizes it at 6.8% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 6.8pp 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 2026-Q1 and 2026-Q2, across 90 tracked filers holding ICOP, 48 increased or opened the position and 43 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 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
- CITADEL ADVISORS LLC$4M
- BANK OF AMERICA CORP /DE/$3M
- AMERIPRISE FINANCIAL INC$1M
- Arax Advisory Partners$909K
- GTS SECURITIES LLC$809K
- OneAscent Financial Services LLC$759K
Full exits 9
- Municipal Employees' Retirement System of Michigan$24M
- Fortis Group Advisors, LLC$3M
- Kera Capital Partners, Inc.$2M
- Cambridge Investment Research Advisors, Inc.$1M
- HighTower Advisors, LLC$1M
- Quantinno Capital Management LP$909K
Largest adds
- Spider Management Company, LLC$9M
- C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors$2M
- OSAIC HOLDINGS, INC.$1M
- MML INVESTORS SERVICES, LLC$1M
- Allie Family Office LLC$846K
- W.G. Shaheen & Associates DBA Whitney & Co$601K
Largest trims
- JANE STREET GROUP, LLC$7M
- LPL Financial LLC$2M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$1M
- Belvedere Trading LLC$562K
- TD Waterhouse Canada Inc.$527K
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Spider Management Company, LLC added | 547,788 | $27M | 19.2% | 2026-Q2 |
| LPL Financial LLC trimmed | 359,135 | $18M | 12.6% | 2026-Q2 |
| W.G. Shaheen & Associates DBA Whitney & Co added | 173,598 | $9M | 6.1% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 109,871 | $5M | 3.9% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 90,076 | $4M | 3.2% | 2026-Q2 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors added | 67,251 | $3M | 2.4% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC trimmed | 51,976 | $3M | 1.8% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 50,865 | $3M | 1.8% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 45,011 | $2M | 1.6% | 2026-Q2 |
| OLD MISSION CAPITAL LLC trimmed | 40,445 | $2M | 1.4% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 39,961 | $2M | 1.4% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 34,845 | $2M | 1.2% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 30,905 | $2M | 1.1% | 2026-Q2 |
| TITLEIST ASSET MANAGEMENT, LLC added | 23,477 | $1M | 0.8% | 2026-Q2 |
| Allie Family Office LLC added | 22,465 | $1M | 0.8% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC new | 22,113 | $1M | 0.8% | 2026-Q2 |
| Western Wealth Management, LLC added | 19,645 | $967K | 0.7% | 2026-Q2 |
| Arax Advisory Partners new | 18,468 | $909K | 0.6% | 2026-Q2 |
| GTS SECURITIES LLC added | 16,441 | $809K | 0.6% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 16,435 | $809K | 0.6% | 2026-Q2 |
| Moors & Cabot, Inc. added | 15,613 | $769K | 0.5% | 2026-Q2 |
| Belvedere Trading LLC trimmed | 15,587 | $767K | 0.5% | 2026-Q2 |
| Pinnacle Financial Partners, Inc. added | 15,583 | $767K | 0.5% | 2026-Q2 |
| OneAscent Financial Services LLC new | 15,421 | $759K | 0.5% | 2026-Q2 |
| Ancora Advisors LLC trimmed | 15,008 | $739K | 0.5% | 2026-Q2 |
| Mariner, LLC added | 14,706 | $724K | 0.5% | 2026-Q2 |
| GREAT VALLEY ADVISOR GROUP, INC. | 12,578 | $619K | 0.4% | 2026-Q2 |
| Sigma Planning Corp added | 12,530 | $617K | 0.4% | 2026-Q2 |
| Cerity Partners LLC trimmed | 12,000 | $591K | 0.4% | 2026-Q2 |
| Clare Market Investments LLC added | 11,001 | $542K | 0.4% | 2026-Q2 |
| PFG Investments, LLC added | 10,287 | $506K | 0.4% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new | 10,341 | $504K | 0.4% | 2026-Q2 |
| Evanson Financial, LLC new | 10,000 | $492K | 0.4% | 2026-Q2 |
| WHITTIER TRUST CO OF NEVADA INC | 10,000 | $477K | 0.3% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 8,595 | $423K | 0.3% | 2026-Q2 |
| TD Waterhouse Canada Inc. trimmed | 8,476 | $411K | 0.3% | 2026-Q2 |
| NIXON PEABODY TRUST CO new | 8,041 | $396K | 0.3% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 7,225 | $356K | 0.3% | 2026-Q2 |
| BENJAMIN EDWARDS INC trimmed | 6,182 | $304K | 0.2% | 2026-Q2 |
| AE Wealth Management LLC trimmed | 6,045 | $298K | 0.2% | 2026-Q2 |
| Bluesphere Advisors LLC trimmed | 5,591 | $275K | 0.2% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 5,427 | $267K | 0.2% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 5,421 | $267K | 0.2% | 2026-Q2 |
| Rehmann Capital Advisory Group added | 5,338 | $263K | 0.2% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 5,201 | $256K | 0.2% | 2026-Q2 |
| Financial Engines Advisors L.L.C. | 5,000 | $246K | 0.2% | 2026-Q2 |
| Creative Planning trimmed | 4,892 | $241K | 0.2% | 2026-Q2 |
| Southeast Asset Advisors, LLC | 4,870 | $240K | 0.2% | 2026-Q2 |
| TOWLE & CO new | 4,694 | $231K | 0.2% | 2026-Q2 |
| Private Advisor Group, LLC new | 4,663 | $230K | 0.2% | 2026-Q2 |
| FMR LLC new | 4,610 | $227K | 0.2% | 2026-Q2 |
| OneDigital Investment Advisors LLC | 4,498 | $221K | 0.2% | 2026-Q2 |
| Belpointe Asset Management LLC added | 4,472 | $220K | 0.2% | 2026-Q2 |
| Sequoia Financial Advisors, LLC added | 4,440 | $219K | 0.2% | 2026-Q2 |
| TWO SIGMA SECURITIES, LLC new | 4,069 | $200K | 0.1% | 2026-Q2 |
| IFG Advisory, LLC trimmed | 2,953 | $145K | 0.1% | 2026-Q2 |
| SIMPLEX TRADING, LLC trimmed | 2,838 | $140K | 0.1% | 2026-Q2 |
| Center for Financial Planning, Inc. | 2,645 | $130K | 0.1% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 2,623 | $129K | 0.1% | 2026-Q2 |
| Bradley & Co. Private Wealth Management, LLC | 2,498 | $123K | 0.1% | 2026-Q2 |
| JFS WEALTH ADVISORS, LLC trimmed | 1,914 | $94K | 0.1% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ added | 1,214 | $60K | 0.0% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 1,072 | $53K | 0.0% | 2026-Q2 |
| Crewe Advisors LLC | 1,010 | $50K | 0.0% | 2026-Q2 |
| CoreCap Advisors, LLC | 998 | $49K | 0.0% | 2026-Q2 |
| UBS Group AG trimmed | 912 | $45K | 0.0% | 2026-Q2 |
| TRUST CO OF TOLEDO NA /OH/ | 891 | $44K | 0.0% | 2026-Q2 |
| Markowski Investments new | 758 | $37K | 0.0% | 2026-Q2 |
| PRIVATE TRUST CO NA added | 700 | $34K | 0.0% | 2026-Q2 |
| FIFTH THIRD BANCORP | 600 | $30K | 0.0% | 2026-Q2 |
| NATIONAL BANK OF CANADA /FI/ trimmed | 535 | $26K | 0.0% | 2026-Q2 |
| EVOLUTION WEALTH MANAGEMENT INC. | 516 | $25K | 0.0% | 2026-Q2 |
| Vermillion Wealth Management, Inc. added | 483 | $24K | 0.0% | 2026-Q2 |
| GROUP ONE TRADING LLC added | 423 | $21K | 0.0% | 2026-Q2 |
| Acumen Wealth Advisors, LLC added | 405 | $20K | 0.0% | 2026-Q2 |
| Spire Wealth Management | 400 | $20K | 0.0% | 2026-Q2 |
| Capital Investment Advisory Services, LLC | 400 | $20K | 0.0% | 2026-Q2 |
| MORGAN STANLEY added | 387 | $19K | 0.0% | 2026-Q2 |
| NewEdge Advisors, LLC new | 303 | $15K | 0.0% | 2026-Q2 |
| ROTHSCHILD INVESTMENT LLC | 280 | $14K | 0.0% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 231 | $11K | 0.0% | 2026-Q2 |
| Strategic Wealth Partners, Ltd. | 181 | $9K | 0.0% | 2026-Q2 |
| Pinnacle Bancorp, Inc. new | 110 | $5K | 0.0% | 2026-Q2 |
| PINNEY & SCOFIELD, INC. | 58 | $3K | 0.0% | 2026-Q2 |
| JDM Financial Group LLC | 46 | $2K | 0.0% | 2026-Q2 |
| Federation des caisses Desjardins du Quebec | 42 | $2K | 0.0% | 2026-Q2 |
| Aspect Partners, LLC added | 20 | $985 | 0.0% | 2026-Q2 |
| Prestige Wealth Management Group LLC | 20 | $985 | 0.0% | 2026-Q2 |
| Tradewinds Capital Management, LLC | 15 | $739 | 0.0% | 2026-Q2 |
| LANARK FINANCIAL, INC. | 10 | $492 | 0.0% | 2026-Q2 |
| Municipal Employees' Retirement System of Michigan trimmed | 501,672 | $24M | 17.0% | 2026-Q1 stale (1 quarter behind) |
| Fortis Group Advisors, LLC new | 65,304 | $3M | 2.3% | 2026-Q1 stale (1 quarter behind) |
| Kera Capital Partners, Inc. added | 37,840 | $2M | 1.3% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. added | 24,741 | $1M | 0.8% | 2026-Q1 stale (1 quarter behind) |
| HighTower Advisors, LLC new | 22,094 | $1M | 0.7% | 2026-Q1 stale (1 quarter behind) |
| Quantinno Capital Management LP new | 19,103 | $909K | 0.6% | 2026-Q1 stale (1 quarter behind) |
| U.S. Capital Wealth Advisors, LLC added | 18,063 | $859K | 0.6% | 2026-Q1 stale (1 quarter behind) |
| J. Safra Sarasin Holding AG added | 30,010 | $1M | 0.9% | 2025-Q4 stale (2 quarters behind) |
| MARSHALL WACE, LLP new | 27,995 | $1M | 0.9% | 2025-Q4 stale (2 quarters behind) |
| Purpose Unlimited Inc. new | 22,477 | $996K | 0.7% | 2025-Q4 stale (2 quarters behind) |
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.
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.