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-Q2 13F filings (latest filed 2026-08-18). 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
31 tracked funds added or opened ICOW while 26 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
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 0.0pp 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 2026-Q1 and 2026-Q2, across 178 tracked filers holding ICOW, 99 increased or opened the position and 75 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 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 4
- NewEdge Advisors, LLC$4M
- CITADEL ADVISORS LLC$3M
- Colonial River Investments, LLC$1M
- Planning Strategies Inc.$574K
Full exits 7
- Pacer Advisors, Inc.$19M
- HighTower Advisors, LLC$17M
- Cambridge Investment Research Advisors, Inc.$14M
- Investor's Fiduciary Advisor Network, LLC$4M
- Janney Montgomery Scott LLC$909K
- BAROMETER CAPITAL MANAGEMENT INC.$598K
Largest adds
- LPL Financial LLC$24M
- RAYMOND JAMES FINANCIAL INC$7M
- JONES FINANCIAL COMPANIES LLLP$6M
- UBS Group AG$6M
- WELLS FARGO & COMPANY/MN$5M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$4M
Largest trims
- Commonwealth Financial Services, LLC$10M
- EverSource Wealth Advisors, LLC$9M
- MORGAN STANLEY$7M
- Sequoia Financial Advisors, LLC$4M
- ONE PLUS ONE WEALTH MANAGEMENT, LLC$2M
- Mariner, LLC$2M
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.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ added | 4,016,848 | $167M | 14.1% | 2026-Q2 |
| LPL Financial LLC added | 2,598,990 | $108M | 9.1% | 2026-Q2 |
| MORGAN STANLEY trimmed | 2,433,273 | $101M | 8.5% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 2,425,050 | $101M | 8.5% | 2026-Q2 |
| UBS Group AG added | 1,555,129 | $65M | 5.4% | 2026-Q2 |
| Sequoia Financial Advisors, LLC trimmed | 1,431,215 | $60M | 5.0% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 1,161,593 | $48M | 4.1% | 2026-Q2 |
| Baird Financial Group, Inc. added | 996,881 | $42M | 3.5% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 920,926 | $38M | 3.2% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 906,661 | $38M | 3.2% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 671,654 | $28M | 2.4% | 2026-Q2 |
| Sepio Capital, LP added | 664,973 | $28M | 2.3% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 614,248 | $26M | 2.2% | 2026-Q2 |
| AlphaCore Capital LLC added | 511,327 | $21M | 1.8% | 2026-Q2 |
| Teamwork Financial Advisors, LLC added | 498,555 | $21M | 1.7% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 399,525 | $17M | 1.4% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 373,113 | $16M | 1.3% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 342,880 | $14M | 1.2% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 342,638 | $15M | 1.2% | 2026-Q2 |
| Longview Financial Advisors, Inc. added | 329,969 | $14M | 1.2% | 2026-Q2 |
| Modern Wealth Management, LLC trimmed | 244,790 | $10M | 0.9% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC added | 235,207 | $10M | 0.8% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 225,529 | $9M | 0.8% | 2026-Q2 |
| Fortis Advisors, LLC trimmed | 198,295 | $8M | 0.7% | 2026-Q2 |
| Stratos Wealth Advisors, LLC added | 164,357 | $7M | 0.6% | 2026-Q2 |
| Orion Porfolio Solutions, LLC added | 155,136 | $6M | 0.5% | 2026-Q2 |
| Anson Capital, Inc. trimmed | 151,961 | $6M | 0.5% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 151,577 | $6M | 0.5% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 143,979 | $6M | 0.5% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 140,573 | $6M | 0.5% | 2026-Q2 |
| American Alpha Advisors, LLC added | 139,003 | $6M | 0.5% | 2026-Q2 |
| CHANNEL WEALTH LLC added | 137,295 | $6M | 0.5% | 2026-Q2 |
| TRUSTMARK BANK TRUST DEPARTMENT added | 127,395 | $5M | 0.4% | 2026-Q2 |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC trimmed | 120,910 | $5M | 0.4% | 2026-Q2 |
| Wealth Group Ltd trimmed | 116,961 | $5M | 0.4% | 2026-Q2 |
| CIBC WORLD MARKET INC. added | 113,697 | $5M | 0.4% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 104,728 | $4M | 0.4% | 2026-Q2 |
| Bleakley Financial Group, LLC added | 100,401 | $4M | 0.4% | 2026-Q2 |
| Summit Wealth Partners, LLC added | 99,541 | $4M | 0.3% | 2026-Q2 |
| Equitable Holdings, Inc. added | 99,508 | $4M | 0.3% | 2026-Q2 |
| NewEdge Advisors, LLC trimmed | 97,694 | $4M | 0.3% | 2026-Q2 |
| Amplius Wealth Advisors, LLC trimmed | 97,471 | $4M | 0.3% | 2026-Q2 |
| Belpointe Asset Management LLC added | 94,267 | $4M | 0.3% | 2026-Q2 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC trimmed | 93,616 | $4M | 0.3% | 2026-Q2 |
| Beacon Pointe Advisors, LLC added | 92,886 | $4M | 0.3% | 2026-Q2 |
| Pacific Wealth Strategies Group, Inc. added | 88,373 | $4M | 0.3% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 86,310 | $4M | 0.3% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS | 82,422 | $3M | 0.3% | 2026-Q2 |
| WealthPlan Investment Management, LLC trimmed | 75,319 | $3M | 0.3% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 74,298 | $3M | 0.3% | 2026-Q2 |
| Empowered Funds, LLC added | 73,892 | $3M | 0.3% | 2026-Q2 |
| BigSur Wealth Management LLC | 66,078 | $3M | 0.2% | 2026-Q2 |
| COZAD ASSET MANAGEMENT INC added | 65,877 | $3M | 0.2% | 2026-Q2 |
| Ausdal Financial Partners, Inc. added | 58,973 | $2M | 0.2% | 2026-Q2 |
| Moors & Cabot, Inc. added | 55,178 | $2M | 0.2% | 2026-Q2 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV added | 53,876 | $2M | 0.2% | 2026-Q2 |
| PRIVATE CLIENT SERVICES, LLC trimmed | 49,193 | $2M | 0.2% | 2026-Q2 |
| ZEGA Investments, LLC added | 46,116 | $2M | 0.2% | 2026-Q2 |
| CITIGROUP INC added | 43,290 | $2M | 0.2% | 2026-Q2 |
| WNY Asset Management, LLC trimmed | 43,028 | $2M | 0.2% | 2026-Q2 |
| TRUE Private Wealth Advisors added | 41,212 | $2M | 0.1% | 2026-Q2 |
| WealthPLAN Partners, LLC trimmed | 40,784 | $2M | 0.1% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 36,312 | $2M | 0.1% | 2026-Q2 |
| Colonial River Investments, LLC new | 35,430 | $1M | 0.1% | 2026-Q2 |
| FIFTH THIRD BANCORP added | 35,371 | $1M | 0.1% | 2026-Q2 |
| Syntegra Private Wealth Group, LLC trimmed | 33,909 | $1M | 0.1% | 2026-Q2 |
| Wealthcare Advisory Partners LLC trimmed | 31,688 | $1M | 0.1% | 2026-Q2 |
| World Investment Advisors | 31,139 | $1M | 0.1% | 2026-Q2 |
| Commonwealth Financial Services, LLC trimmed | 28,133 | $1M | 0.1% | 2026-Q2 |
| LAKE STREET PRIVATE WEALTH, LLC added | 27,873 | $1M | 0.1% | 2026-Q2 |
| Investment Partners Asset Management, Inc. | 27,252 | $1M | 0.1% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 27,082 | $1M | 0.1% | 2026-Q2 |
| Corient Private Wealth LP added | 25,540 | $1M | 0.1% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 25,228 | $1M | 0.1% | 2026-Q2 |
| Miller Global Investments, LLC | 25,204 | $1M | 0.1% | 2026-Q2 |
| FIDUCIARY FINANCIAL GROUP, LLC added | 24,439 | $1M | 0.1% | 2026-Q2 |
| Advisory Services Network, LLC trimmed | 24,211 | $1M | 0.1% | 2026-Q2 |
| Key Financial Inc | 23,905 | $995K | 0.1% | 2026-Q2 |
| Mariner, LLC trimmed | 22,227 | $925K | 0.1% | 2026-Q2 |
| Unified Investment Management added | 21,321 | $888K | 0.1% | 2026-Q2 |
| Avantax Planning Partners, Inc. | 21,306 | $887K | 0.1% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 21,235 | $884K | 0.1% | 2026-Q2 |
| Merit Financial Group, LLC trimmed | 20,709 | $862K | 0.1% | 2026-Q2 |
| Tripletail Wealth Management, LLC added | 20,305 | $857K | 0.1% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC trimmed | 20,289 | $845K | 0.1% | 2026-Q2 |
| Brookwood Investment Group LLC added | 19,852 | $826K | 0.1% | 2026-Q2 |
| 5T Wealth, LLC trimmed | 18,908 | $787K | 0.1% | 2026-Q2 |
| OxenFree Capital LLC added | 18,475 | $783K | 0.1% | 2026-Q2 |
| Sigma Planning Corp added | 17,111 | $712K | 0.1% | 2026-Q2 |
| BARRETT & COMPANY, INC. trimmed | 17,076 | $711K | 0.1% | 2026-Q2 |
| Lewis Asset Management, LLC added | 16,481 | $686K | 0.1% | 2026-Q2 |
| Sankala Group LLC added | 16,176 | $723K | 0.1% | 2026-Q2 |
| Krilogy Financial LLC added | 14,406 | $600K | 0.1% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 14,293 | $595K | 0.1% | 2026-Q2 |
| Planning Strategies Inc. new | 13,784 | $574K | 0.0% | 2026-Q2 |
| Gaddis Premier Wealth Advisors LLC trimmed | 13,401 | $558K | 0.0% | 2026-Q2 |
| AE Wealth Management LLC added | 12,957 | $539K | 0.0% | 2026-Q2 |
| Arax Advisory Partners added | 12,638 | $526K | 0.0% | 2026-Q2 |
| Sanctuary Advisors, LLC trimmed | 12,432 | $518K | 0.0% | 2026-Q2 |
| NewEdge Wealth, LLC | 12,102 | $504K | 0.0% | 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.
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.