Who owns ICOW
Which tracked institutional funds hold ICOW, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See ICOW company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-28). 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
The tracked-fund tape on ICOW is one-sided between 2025-Q4 and 2026-Q1: 57 added or opened and 16 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
ICOW’s largest tracked holder by dollar value, BANK OF AMERICA CORP /DE/, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.1pp gap the other way — the median holder sizes ICOW more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in ICOW 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 188 tracked filers holding ICOW, 117 increased or opened the position and 63 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 ICOW 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 11
- Teamwork Financial Advisors, LLC$19M
- Bank of New York Mellon Corp$10M
- JANE STREET GROUP, LLC$5M
- WNY Asset Management, LLC$2M
- FIFTH THIRD BANCORP$1M
- ZEGA Investments, LLC$1M
Full exits 3
- NewEdge Advisors, LLC$5M
- Insight Advisors, LLC/ PA$3M
- COMERICA BANK$2M
Largest adds
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$45M
- ROYAL BANK OF CANADA$24M
- BANK OF AMERICA CORP /DE/$21M
- LPL Financial LLC$14M
- Baird Financial Group, Inc.$14M
- EverSource Wealth Advisors, LLC$9M
Largest trims
- Stratos Investment Management, LLC$12M
- Sepio Capital, LP$8M
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$4M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$3M
- WealthPlan Investment Management, LLC$3M
- MORGAN STANLEY$3M
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 |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ added | 3,908,863 | $166M | 13.4% | 2026-Q1 |
| MORGAN STANLEY trimmed | 2,554,644 | $108M | 8.7% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 2,255,922 | $96M | 7.7% | 2026-Q1 |
| LPL Financial LLC added | 1,985,415 | $84M | 6.8% | 2026-Q1 |
| Sequoia Financial Advisors, LLC trimmed | 1,509,097 | $64M | 5.2% | 2026-Q1 |
| UBS Group AG added | 1,390,500 | $59M | 4.8% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 1,054,049 | $45M | 3.6% | 2026-Q1 |
| Baird Financial Group, Inc. added | 988,530 | $42M | 3.4% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 930,664 | $39M | 3.2% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 728,384 | $31M | 2.5% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 643,112 | $27M | 2.2% | 2026-Q1 |
| Sepio Capital, LP trimmed | 614,567 | $26M | 2.1% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 526,506 | $22M | 1.8% | 2026-Q1 |
| AlphaCore Capital LLC trimmed | 460,564 | $20M | 1.6% | 2026-Q1 |
| Teamwork Financial Advisors, LLC new | 457,093 | $19M | 1.6% | 2026-Q1 |
| Pacer Advisors, Inc. trimmed | 440,250 | $19M | 1.5% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 394,670 | $17M | 1.3% | 2026-Q1 |
| HighTower Advisors, LLC added | 393,164 | $17M | 1.3% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 349,727 | $15M | 1.2% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 329,652 | $14M | 1.1% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 324,407 | $14M | 1.1% | 2026-Q1 |
| Longview Financial Advisors, Inc. added | 323,105 | $14M | 1.1% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 309,967 | $13M | 1.1% | 2026-Q1 |
| Commonwealth Financial Services, LLC added | 270,129 | $11M | 0.9% | 2026-Q1 |
| Modern Wealth Management, LLC trimmed | 256,817 | $11M | 0.9% | 2026-Q1 |
| Bank of New York Mellon Corp added | 231,855 | $10M | 0.8% | 2026-Q1 |
| EverSource Wealth Advisors, LLC added | 49,596 | $9M | 0.8% | 2026-Q1 |
| INDEPENDENT FINANCIAL GROUP, LLC trimmed | 212,943 | $9M | 0.7% | 2026-Q1 |
| Fortis Advisors, LLC added | 198,733 | $8M | 0.7% | 2026-Q1 |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC added | 162,888 | $7M | 0.6% | 2026-Q1 |
| Anson Capital, Inc. added | 160,089 | $7M | 0.5% | 2026-Q1 |
| Stratos Wealth Advisors, LLC added | 159,809 | $7M | 0.5% | 2026-Q1 |
| Orion Porfolio Solutions, LLC trimmed | 143,442 | $6M | 0.5% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 135,205 | $6M | 0.5% | 2026-Q1 |
| CHANNEL WEALTH LLC added | 135,148 | $6M | 0.5% | 2026-Q1 |
| American Alpha Advisors, LLC added | 128,338 | $5M | 0.4% | 2026-Q1 |
| TRUSTMARK BANK TRUST DEPARTMENT trimmed | 126,003 | $5M | 0.4% | 2026-Q1 |
| Wealth Group Ltd trimmed | 124,851 | $5M | 0.4% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 122,392 | $5M | 0.4% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 111,525 | $5M | 0.4% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 104,150 | $4M | 0.4% | 2026-Q1 |
| Investor's Fiduciary Advisor Network, LLC added | 103,195 | $4M | 0.4% | 2026-Q1 |
| Amplius Wealth Advisors, LLC trimmed | 99,617 | $4M | 0.3% | 2026-Q1 |
| Bleakley Financial Group, LLC added | 99,050 | $4M | 0.3% | 2026-Q1 |
| Summit Wealth Partners, LLC added | 97,024 | $4M | 0.3% | 2026-Q1 |
| WealthPlan Investment Management, LLC trimmed | 95,846 | $4M | 0.3% | 2026-Q1 |
| CIBC WORLD MARKET INC. added | 95,541 | $4M | 0.3% | 2026-Q1 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC trimmed | 94,770 | $4M | 0.3% | 2026-Q1 |
| Beacon Pointe Advisors, LLC added | 90,273 | $4M | 0.3% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 86,843 | $4M | 0.3% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS | 82,422 | $3M | 0.3% | 2026-Q1 |
| Equitable Holdings, Inc. added | 90,216 | $3M | 0.3% | 2026-Q1 |
| Belpointe Asset Management LLC added | 74,119 | $3M | 0.3% | 2026-Q1 |
| Empowered Funds, LLC added | 73,412 | $3M | 0.3% | 2026-Q1 |
| PRIVATE CLIENT SERVICES, LLC added | 72,416 | $3M | 0.2% | 2026-Q1 |
| BigSur Wealth Management LLC added | 66,078 | $3M | 0.2% | 2026-Q1 |
| COZAD ASSET MANAGEMENT INC added | 64,989 | $3M | 0.2% | 2026-Q1 |
| Mariner, LLC added | 63,370 | $3M | 0.2% | 2026-Q1 |
| WealthPLAN Partners, LLC trimmed | 62,488 | $3M | 0.2% | 2026-Q1 |
| Moors & Cabot, Inc. added | 53,753 | $2M | 0.2% | 2026-Q1 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV added | 53,015 | $2M | 0.2% | 2026-Q1 |
| WNY Asset Management, LLC trimmed | 45,103 | $2M | 0.2% | 2026-Q1 |
| CITIGROUP INC added | 41,146 | $2M | 0.1% | 2026-Q1 |
| TRUE Private Wealth Advisors added | 39,401 | $2M | 0.1% | 2026-Q1 |
| Ausdal Financial Partners, Inc. added | 39,276 | $2M | 0.1% | 2026-Q1 |
| Syntegra Private Wealth Group, LLC trimmed | 38,281 | $2M | 0.1% | 2026-Q1 |
| Wealthcare Advisory Partners LLC added | 36,357 | $2M | 0.1% | 2026-Q1 |
| FIFTH THIRD BANCORP added | 35,265 | $1M | 0.1% | 2026-Q1 |
| ZEGA Investments, LLC new | 35,262 | $1M | 0.1% | 2026-Q1 |
| World Investment Advisors added | 31,139 | $1M | 0.1% | 2026-Q1 |
| Merit Financial Group, LLC trimmed | 28,629 | $1M | 0.1% | 2026-Q1 |
| Investment Partners Asset Management, Inc. trimmed | 27,252 | $1M | 0.1% | 2026-Q1 |
| LAKE STREET PRIVATE WEALTH, LLC added | 26,666 | $1M | 0.1% | 2026-Q1 |
| Advisory Services Network, LLC added | 25,910 | $1M | 0.1% | 2026-Q1 |
| TRUIST FINANCIAL CORP trimmed | 25,719 | $1M | 0.1% | 2026-Q1 |
| Miller Global Investments, LLC trimmed | 25,204 | $1M | 0.1% | 2026-Q1 |
| Key Financial Inc added | 23,905 | $1M | 0.1% | 2026-Q1 |
| FIDUCIARY FINANCIAL GROUP, LLC added | 23,124 | $981K | 0.1% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC trimmed | 21,861 | $928K | 0.1% | 2026-Q1 |
| Janney Montgomery Scott LLC trimmed | 21,423 | $909K | 0.1% | 2026-Q1 |
| Unified Investment Management added | 21,314 | $905K | 0.1% | 2026-Q1 |
| Avantax Planning Partners, Inc. | 21,306 | $904K | 0.1% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 20,730 | $860K | 0.1% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 19,644 | $834K | 0.1% | 2026-Q1 |
| 5T Wealth, LLC added | 18,999 | $806K | 0.1% | 2026-Q1 |
| Brookwood Investment Group LLC added | 18,193 | $772K | 0.1% | 2026-Q1 |
| Tripletail Wealth Management, LLC trimmed | 17,989 | $770K | 0.1% | 2026-Q1 |
| BARRETT & COMPANY, INC. added | 17,773 | $754K | 0.1% | 2026-Q1 |
| OxenFree Capital LLC new | 16,868 | $739K | 0.1% | 2026-Q1 |
| Stratos Investment Management, LLC trimmed | 17,286 | $734K | 0.1% | 2026-Q1 |
| Graham Capital Management, L.P. new | 495,435 | $16M | 1.3% | 2025-Q1 stale |
| Foundations Investment Advisors, LLC added | 215,111 | $7M | 0.6% | 2025-Q2 stale |
| NewEdge Advisors, LLC added | 125,205 | $5M | 0.4% | 2025-Q4 stale |
| Fermata Advisors, LLC trimmed | 102,719 | $3M | 0.3% | 2025-Q1 stale |
| Insight Advisors, LLC/ PA added | 79,058 | $3M | 0.2% | 2025-Q4 stale |
| AVANTAX ADVISORY SERVICES, INC. added | 83,953 | $3M | 0.2% | 2025-Q2 stale |
| Trilogy Capital Inc. trimmed | 69,198 | $2M | 0.2% | 2025-Q1 stale |
| COMERICA BANK added | 41,230 | $2M | 0.1% | 2025-Q4 stale |
| Brookstone Capital Management trimmed | 30,385 | $954K | 0.1% | 2025-Q1 stale |
| Madrona Financial Services, LLC trimmed | 26,111 | $820K | 0.1% | 2025-Q1 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.
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.