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Institutional Ownership · SEC Form 13F

Who owns ICSH (ICSH)


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

521
Institutional holders
72,530,068
Shares held (tracked funds)

How the tape is positioned

132 tracked funds added or opened ICSH while 96 trimmed or exited it between 2025-Q4 and 2026-Q1 — 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

ICSH’s largest tracked holder by dollar value, UBS Group AG, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.6% of theirs — a 0.6pp gap the other way — the median holder sizes ICSH more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in ICSH 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 521 tracked filers holding ICSH, 276 increased or opened the position and 222 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 ICSH 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 38

  • Macro Advisors, Inc.$32M
  • FLOW TRADERS U.S. LLC$13M
  • HANSEATIC MANAGEMENT SERVICES INC$12M
  • Boulder Wealth Advisors, LLC$11M
  • RPg Family Wealth Advisory, LLC$9M
  • Philadelphia Investment Partners, LLC$7M

Full exits 18

  • Global Retirement Partners, LLC$11M
  • MY Wealth Management Inc.$9M
  • HRT FINANCIAL LP$4M
  • Tower Research Capital LLC (TRC)$3M
  • FOUNDERS FINANCIAL SECURITIES LLC$3M
  • Client First Capital LLC$3M

Largest adds

  • UBS Group AG$35M
  • LPL Financial LLC$25M
  • RAYMOND JAMES FINANCIAL INC$12M
  • FORTE ASSET MANAGEMENT LLC$10M
  • Pinnacle Financial Partners, Inc.$8M
  • Iron Gate Global Advisors LLC$8M

Largest trims

  • WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$59M
  • BlackRock, Inc.$44M
  • Focus Partners Wealth$34M
  • BANK OF AMERICA CORP /DE/$16M
  • Mariner, LLC$15M
  • Atria Investments, Inc$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
UBS Group AG added4,701,226$238M7.1%2026-Q1
FOSTER DYKEMA CABOT & PARTNERS, LLC added4,154,724$210M6.3%2026-Q1
BANK OF AMERICA CORP /DE/ trimmed3,721,523$188M5.7%2026-Q1
FMR LLC trimmed3,440,510$174M5.2%2026-Q1
LPL Financial LLC added3,374,429$171M5.1%2026-Q1
Temasek Holdings (Private) Ltd1,973,943$100M3.0%2026-Q1
DONALDSON CAPITAL MANAGEMENT, LLC trimmed1,925,899$97M2.9%2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed1,737,458$88M2.6%2026-Q1
ROYAL BANK OF CANADA added1,670,830$85M2.5%2026-Q1
Focus Partners Wealth trimmed235,445$77M2.3%2026-Q1
BlackRock, Inc. trimmed1,478,476$75M2.2%2026-Q1
RAYMOND JAMES FINANCIAL INC added1,330,297$67M2.0%2026-Q1
Winthrop Advisory Group LLC added1,224,629$62M1.9%2026-Q1
Iron Gate Global Advisors LLC added1,178,093$60M1.8%2026-Q1
Foster Group, Inc. added1,119,419$57M1.7%2026-Q1
Diversified Portfolios, Inc. added1,102,918$56M1.7%2026-Q1
Acorns Advisers, LLC added1,062,906$54M1.6%2026-Q1
Mariner, LLC trimmed970,635$49M1.5%2026-Q1
Prosperity Consulting Group, LLC added893,574$45M1.4%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added864,203$44M1.3%2026-Q1
Valtinson Bruner Financial Planning LLC added764,380$39M1.2%2026-Q1
Capital Advantage, Inc. added731,853$37M1.1%2026-Q1
EXCHANGE TRADED CONCEPTS, LLC added710,454$36M1.1%2026-Q1
CARY STREET PARTNERS FINANCIAL LLC added684,435$35M1.0%2026-Q1
Macro Advisors, Inc. new628,366$32M1.0%2026-Q1
STIFEL FINANCIAL CORP added614,679$31M0.9%2026-Q1
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC added604,726$31M0.9%2026-Q1
Cetera Investment Advisers added494,588$25M0.8%2026-Q1
Advisory Services Network, LLC added493,163$25M0.7%2026-Q1
Steele Capital Management, Inc. added492,482$25M0.7%2026-Q1
Avestar Capital, LLC added471,838$24M0.7%2026-Q1
Private Advisor Group, LLC added458,782$23M0.7%2026-Q1
Cambridge Investment Research Advisors, Inc. trimmed444,380$22M0.7%2026-Q1
CWM, LLC trimmed425,912$22M0.6%2026-Q1
Cynosure Group, LLC trimmed411,833$21M0.6%2026-Q1
Elwood & Goetz Wealth Advisory Group, LLC trimmed407,444$21M0.6%2026-Q1
Roble, Belko & Company, Inc added404,266$20M0.6%2026-Q1
OSAIC HOLDINGS, INC. trimmed402,068$20M0.6%2026-Q1
MML INVESTORS SERVICES, LLC trimmed380,460$19M0.6%2026-Q1
SIGNATUREFD, LLC trimmed376,642$19M0.6%2026-Q1
J.W. COLE ADVISORS, INC. added359,233$18M0.5%2026-Q1
Corient Private Wealth LLC trimmed333,218$17M0.5%2026-Q1
BOKF, NA added328,803$17M0.5%2026-Q1
Sand Hill Global Advisors, LLC trimmed326,082$17M0.5%2026-Q1
MGO ONE SEVEN LLC added322,783$16M0.5%2026-Q1
Parallel Advisors, LLC added318,484$16M0.5%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC trimmed313,695$16M0.5%2026-Q1
CreativeOne Wealth, LLC added303,364$15M0.5%2026-Q1
Financial Engines Advisors L.L.C. trimmed301,519$15M0.5%2026-Q1
Landing Point Financial Group, LLC trimmed299,130$15M0.5%2026-Q1
SIMON QUICK ADVISORS, LLC added294,610$15M0.4%2026-Q1
JPMORGAN CHASE & CO added292,426$15M0.4%2026-Q1
Bison Wealth, LLC trimmed284,991$14M0.4%2026-Q1
Edgemoor Investment Advisors, Inc. trimmed279,754$14M0.4%2026-Q1
Wellington Grp LLC added277,350$14M0.4%2026-Q1
Savant Capital, LLC added275,486$14M0.4%2026-Q1
MAINSAIL ASSET MANAGEMENT, LLC trimmed270,916$14M0.4%2026-Q1
Congress Park Capital LLC trimmed270,748$14M0.4%2026-Q1
FORTE ASSET MANAGEMENT LLC added269,630$14M0.4%2026-Q1
Morningstar Investment Management LLC trimmed259,023$13M0.4%2026-Q1
FLOW TRADERS U.S. LLC added255,442$13M0.4%2026-Q1
Resonant Capital Advisors, LLC trimmed253,626$13M0.4%2026-Q1
Exeter Financial, LLC trimmed253,316$13M0.4%2026-Q1
Global Strategic Investment Solutions, LLC trimmed243,383$12M0.4%2026-Q1
HANSEATIC MANAGEMENT SERVICES INC added243,353$12M0.4%2026-Q1
Galvin, Gaustad & Stein, LLC trimmed241,649$12M0.4%2026-Q1
Bay Capital Advisors, LLC added241,541$12M0.4%2026-Q1
Merit Financial Group, LLC added237,933$12M0.4%2026-Q1
Sherry Group, Inc. trimmed237,514$12M0.4%2026-Q1
Janney Montgomery Scott LLC added229,196$12M0.3%2026-Q1
Cannon Financial Strategists, Inc. added227,396$12M0.3%2026-Q1
GUIDANCE CAPITAL, INC added225,240$11M0.3%2026-Q1
Glassy Mountain Advisors, Inc. added222,864$11M0.3%2026-Q1
Boulder Wealth Advisors, LLC added221,346$11M0.3%2026-Q1
Cerity Partners LLC trimmed201,826$10M0.3%2026-Q1
Pinnacle Financial Partners, Inc. added198,485$10M0.3%2026-Q1
HENGEHOLD CAPITAL MANAGEMENT LLC added193,977$10M0.3%2026-Q1
Summit Wealth Group, LLC trimmed185,529$9M0.3%2026-Q1
RPg Family Wealth Advisory, LLC new184,094$9M0.3%2026-Q1
Snider Financial Group trimmed176,302$9M0.3%2026-Q1
Beacon Pointe Advisors, LLC added170,656$9M0.3%2026-Q1
Mutual Advisors, LLC trimmed165,418$8M0.3%2026-Q1
FLAGSHIP HARBOR ADVISORS, LLC added162,966$8M0.2%2026-Q1
WT Wealth Management added162,706$8M0.2%2026-Q1
Advisor OS, LLC added161,235$8M0.2%2026-Q1
Rochester Wealth Strategies, LLC added153,641$8M0.2%2026-Q1
Plum Street Advisors, LLC added153,204$8M0.2%2026-Q1
Farrow Financial, Inc. trimmed149,338$8M0.2%2026-Q1
Creative Planning added147,105$7M0.2%2026-Q1
Philadelphia Investment Partners, LLC new143,450$7M0.2%2026-Q1
Allworth Financial LP added142,219$7M0.2%2026-Q1
GWN SECURITIES INC. trimmed141,545$7M0.2%2026-Q1
HOLLENCREST CAPITAL MANAGEMENT added141,262$7M0.2%2026-Q1
BEACON FINANCIAL GROUP new140,119$7M0.2%2026-Q1
RENAISSANCE TECHNOLOGIES LLC added2,257,100$114M3.4%2025-Q1 stale
CITADEL ADVISORS LLC added364,879$19M0.6%2025-Q3 stale
Global Retirement Partners, LLC added219,994$11M0.3%2025-Q4 stale
WJ Wealth Management, LLC added218,419$11M0.3%2025-Q2 stale
MY Wealth Management Inc. trimmed184,351$9M0.3%2025-Q4 stale
Pinnacle Financial Partners Inc trimmed151,209$8M0.2%2025-Q3 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