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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| UBS Group AG added | 4,701,226 | $238M | 7.1% | 2026-Q1 |
| FOSTER DYKEMA CABOT & PARTNERS, LLC added | 4,154,724 | $210M | 6.3% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 3,721,523 | $188M | 5.7% | 2026-Q1 |
| FMR LLC trimmed | 3,440,510 | $174M | 5.2% | 2026-Q1 |
| LPL Financial LLC added | 3,374,429 | $171M | 5.1% | 2026-Q1 |
| Temasek Holdings (Private) Ltd | 1,973,943 | $100M | 3.0% | 2026-Q1 |
| DONALDSON CAPITAL MANAGEMENT, LLC trimmed | 1,925,899 | $97M | 2.9% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 1,737,458 | $88M | 2.6% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 1,670,830 | $85M | 2.5% | 2026-Q1 |
| Focus Partners Wealth trimmed | 235,445 | $77M | 2.3% | 2026-Q1 |
| BlackRock, Inc. trimmed | 1,478,476 | $75M | 2.2% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 1,330,297 | $67M | 2.0% | 2026-Q1 |
| Winthrop Advisory Group LLC added | 1,224,629 | $62M | 1.9% | 2026-Q1 |
| Iron Gate Global Advisors LLC added | 1,178,093 | $60M | 1.8% | 2026-Q1 |
| Foster Group, Inc. added | 1,119,419 | $57M | 1.7% | 2026-Q1 |
| Diversified Portfolios, Inc. added | 1,102,918 | $56M | 1.7% | 2026-Q1 |
| Acorns Advisers, LLC added | 1,062,906 | $54M | 1.6% | 2026-Q1 |
| Mariner, LLC trimmed | 970,635 | $49M | 1.5% | 2026-Q1 |
| Prosperity Consulting Group, LLC added | 893,574 | $45M | 1.4% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 864,203 | $44M | 1.3% | 2026-Q1 |
| Valtinson Bruner Financial Planning LLC added | 764,380 | $39M | 1.2% | 2026-Q1 |
| Capital Advantage, Inc. added | 731,853 | $37M | 1.1% | 2026-Q1 |
| EXCHANGE TRADED CONCEPTS, LLC added | 710,454 | $36M | 1.1% | 2026-Q1 |
| CARY STREET PARTNERS FINANCIAL LLC added | 684,435 | $35M | 1.0% | 2026-Q1 |
| Macro Advisors, Inc. new | 628,366 | $32M | 1.0% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 614,679 | $31M | 0.9% | 2026-Q1 |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC added | 604,726 | $31M | 0.9% | 2026-Q1 |
| Cetera Investment Advisers added | 494,588 | $25M | 0.8% | 2026-Q1 |
| Advisory Services Network, LLC added | 493,163 | $25M | 0.7% | 2026-Q1 |
| Steele Capital Management, Inc. added | 492,482 | $25M | 0.7% | 2026-Q1 |
| Avestar Capital, LLC added | 471,838 | $24M | 0.7% | 2026-Q1 |
| Private Advisor Group, LLC added | 458,782 | $23M | 0.7% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 444,380 | $22M | 0.7% | 2026-Q1 |
| CWM, LLC trimmed | 425,912 | $22M | 0.6% | 2026-Q1 |
| Cynosure Group, LLC trimmed | 411,833 | $21M | 0.6% | 2026-Q1 |
| Elwood & Goetz Wealth Advisory Group, LLC trimmed | 407,444 | $21M | 0.6% | 2026-Q1 |
| Roble, Belko & Company, Inc added | 404,266 | $20M | 0.6% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 402,068 | $20M | 0.6% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 380,460 | $19M | 0.6% | 2026-Q1 |
| SIGNATUREFD, LLC trimmed | 376,642 | $19M | 0.6% | 2026-Q1 |
| J.W. COLE ADVISORS, INC. added | 359,233 | $18M | 0.5% | 2026-Q1 |
| Corient Private Wealth LLC trimmed | 333,218 | $17M | 0.5% | 2026-Q1 |
| BOKF, NA added | 328,803 | $17M | 0.5% | 2026-Q1 |
| Sand Hill Global Advisors, LLC trimmed | 326,082 | $17M | 0.5% | 2026-Q1 |
| MGO ONE SEVEN LLC added | 322,783 | $16M | 0.5% | 2026-Q1 |
| Parallel Advisors, LLC added | 318,484 | $16M | 0.5% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 313,695 | $16M | 0.5% | 2026-Q1 |
| CreativeOne Wealth, LLC added | 303,364 | $15M | 0.5% | 2026-Q1 |
| Financial Engines Advisors L.L.C. trimmed | 301,519 | $15M | 0.5% | 2026-Q1 |
| Landing Point Financial Group, LLC trimmed | 299,130 | $15M | 0.5% | 2026-Q1 |
| SIMON QUICK ADVISORS, LLC added | 294,610 | $15M | 0.4% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 292,426 | $15M | 0.4% | 2026-Q1 |
| Bison Wealth, LLC trimmed | 284,991 | $14M | 0.4% | 2026-Q1 |
| Edgemoor Investment Advisors, Inc. trimmed | 279,754 | $14M | 0.4% | 2026-Q1 |
| Wellington Grp LLC added | 277,350 | $14M | 0.4% | 2026-Q1 |
| Savant Capital, LLC added | 275,486 | $14M | 0.4% | 2026-Q1 |
| MAINSAIL ASSET MANAGEMENT, LLC trimmed | 270,916 | $14M | 0.4% | 2026-Q1 |
| Congress Park Capital LLC trimmed | 270,748 | $14M | 0.4% | 2026-Q1 |
| FORTE ASSET MANAGEMENT LLC added | 269,630 | $14M | 0.4% | 2026-Q1 |
| Morningstar Investment Management LLC trimmed | 259,023 | $13M | 0.4% | 2026-Q1 |
| FLOW TRADERS U.S. LLC added | 255,442 | $13M | 0.4% | 2026-Q1 |
| Resonant Capital Advisors, LLC trimmed | 253,626 | $13M | 0.4% | 2026-Q1 |
| Exeter Financial, LLC trimmed | 253,316 | $13M | 0.4% | 2026-Q1 |
| Global Strategic Investment Solutions, LLC trimmed | 243,383 | $12M | 0.4% | 2026-Q1 |
| HANSEATIC MANAGEMENT SERVICES INC added | 243,353 | $12M | 0.4% | 2026-Q1 |
| Galvin, Gaustad & Stein, LLC trimmed | 241,649 | $12M | 0.4% | 2026-Q1 |
| Bay Capital Advisors, LLC added | 241,541 | $12M | 0.4% | 2026-Q1 |
| Merit Financial Group, LLC added | 237,933 | $12M | 0.4% | 2026-Q1 |
| Sherry Group, Inc. trimmed | 237,514 | $12M | 0.4% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 229,196 | $12M | 0.3% | 2026-Q1 |
| Cannon Financial Strategists, Inc. added | 227,396 | $12M | 0.3% | 2026-Q1 |
| GUIDANCE CAPITAL, INC added | 225,240 | $11M | 0.3% | 2026-Q1 |
| Glassy Mountain Advisors, Inc. added | 222,864 | $11M | 0.3% | 2026-Q1 |
| Boulder Wealth Advisors, LLC added | 221,346 | $11M | 0.3% | 2026-Q1 |
| Cerity Partners LLC trimmed | 201,826 | $10M | 0.3% | 2026-Q1 |
| Pinnacle Financial Partners, Inc. added | 198,485 | $10M | 0.3% | 2026-Q1 |
| HENGEHOLD CAPITAL MANAGEMENT LLC added | 193,977 | $10M | 0.3% | 2026-Q1 |
| Summit Wealth Group, LLC trimmed | 185,529 | $9M | 0.3% | 2026-Q1 |
| RPg Family Wealth Advisory, LLC new | 184,094 | $9M | 0.3% | 2026-Q1 |
| Snider Financial Group trimmed | 176,302 | $9M | 0.3% | 2026-Q1 |
| Beacon Pointe Advisors, LLC added | 170,656 | $9M | 0.3% | 2026-Q1 |
| Mutual Advisors, LLC trimmed | 165,418 | $8M | 0.3% | 2026-Q1 |
| FLAGSHIP HARBOR ADVISORS, LLC added | 162,966 | $8M | 0.2% | 2026-Q1 |
| WT Wealth Management added | 162,706 | $8M | 0.2% | 2026-Q1 |
| Advisor OS, LLC added | 161,235 | $8M | 0.2% | 2026-Q1 |
| Rochester Wealth Strategies, LLC added | 153,641 | $8M | 0.2% | 2026-Q1 |
| Plum Street Advisors, LLC added | 153,204 | $8M | 0.2% | 2026-Q1 |
| Farrow Financial, Inc. trimmed | 149,338 | $8M | 0.2% | 2026-Q1 |
| Creative Planning added | 147,105 | $7M | 0.2% | 2026-Q1 |
| Philadelphia Investment Partners, LLC new | 143,450 | $7M | 0.2% | 2026-Q1 |
| Allworth Financial LP added | 142,219 | $7M | 0.2% | 2026-Q1 |
| GWN SECURITIES INC. trimmed | 141,545 | $7M | 0.2% | 2026-Q1 |
| HOLLENCREST CAPITAL MANAGEMENT added | 141,262 | $7M | 0.2% | 2026-Q1 |
| BEACON FINANCIAL GROUP new | 140,119 | $7M | 0.2% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC added | 2,257,100 | $114M | 3.4% | 2025-Q1 stale |
| CITADEL ADVISORS LLC added | 364,879 | $19M | 0.6% | 2025-Q3 stale |
| Global Retirement Partners, LLC added | 219,994 | $11M | 0.3% | 2025-Q4 stale |
| WJ Wealth Management, LLC added | 218,419 | $11M | 0.3% | 2025-Q2 stale |
| MY Wealth Management Inc. trimmed | 184,351 | $9M | 0.3% | 2025-Q4 stale |
| Pinnacle Financial Partners Inc trimmed | 151,209 | $8M | 0.2% | 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.
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.