Who owns ILCB (ILCB)
Which tracked institutional funds hold ILCB, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See ILCB 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
13 tracked funds added or opened ILCB while 32 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
ILCB’s largest tracked holder by dollar value, EXCHANGE TRADED CONCEPTS, LLC, sizes it at 0.4% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.4pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in ILCB 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 181 tracked filers holding ILCB, 73 increased or opened the position and 73 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 ILCB 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 5
- WIN ADVISORS, INC$15M
- Elevation Capital Advisory, LLC$2M
- Arkadios Wealth Advisors$2M
- CITADEL ADVISORS LLC$957K
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$557K
Full exits 8
- Global Retirement Partners, LLC$3M
- J.W. COLE ADVISORS, INC.$3M
- Edge Financial Advisors LLC$2M
- Dentgroup LLC$1M
- Liberty Capital Management, Inc.$1M
- COMERICA BANK$780K
Largest adds
- Corient Private Wealth LLC$9M
- OSAIC HOLDINGS, INC.$7M
- ROYAL BANK OF CANADA$6M
- Cambridge Investment Research Advisors, Inc.$2M
- BANK OF AMERICA CORP /DE/$726K
- FIFTH THIRD BANCORP$667K
Largest trims
- MORGAN STANLEY$8M
- RAYMOND JAMES FINANCIAL INC$7M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$3M
- AMERIPRISE FINANCIAL INC$3M
- Orion Porfolio Solutions, LLC$2M
- GOLDMAN SACHS GROUP INC$2M
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 |
|---|---|---|---|---|
| EXCHANGE TRADED CONCEPTS, LLC added | 548,477 | $49M | 9.9% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 506,881 | $46M | 9.2% | 2026-Q1 |
| MORGAN STANLEY trimmed | 490,382 | $44M | 8.9% | 2026-Q1 |
| Equitable Holdings, Inc. trimmed | 381,156 | $36M | 7.2% | 2026-Q1 |
| LPL Financial LLC added | 249,260 | $22M | 4.5% | 2026-Q1 |
| Cetera Investment Advisers added | 218,649 | $20M | 4.0% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 168,688 | $15M | 3.1% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 174,034 | $15M | 3.1% | 2026-Q1 |
| WIN ADVISORS, INC new | 165,387 | $15M | 3.0% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 151,818 | $14M | 2.7% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 120,674 | $11M | 2.2% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 117,728 | $11M | 2.1% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 114,117 | $10M | 2.1% | 2026-Q1 |
| Wealth Forward, LLC added | 99,857 | $9M | 1.8% | 2026-Q1 |
| UBS Group AG trimmed | 97,944 | $9M | 1.8% | 2026-Q1 |
| Corient Private Wealth LLC added | 95,912 | $9M | 1.7% | 2026-Q1 |
| Center for Wealth Management Advisory added | 93,439 | $8M | 1.7% | 2026-Q1 |
| Gladstone Institutional Advisory LLC trimmed | 83,274 | $7M | 1.5% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 83,037 | $7M | 1.5% | 2026-Q1 |
| Merit Financial Group, LLC trimmed | 73,142 | $7M | 1.3% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 63,337 | $6M | 1.1% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 50,314 | $5M | 0.9% | 2026-Q1 |
| Commonwealth Financial Services, LLC added | 44,255 | $4M | 0.8% | 2026-Q1 |
| Crestwood Advisors Group, LLC trimmed | 42,290 | $4M | 0.8% | 2026-Q1 |
| Brand Asset Management Group, Inc. trimmed | 39,160 | $4M | 0.7% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 39,083 | $4M | 0.7% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 38,607 | $3M | 0.7% | 2026-Q1 |
| JIM SAULNIER & ASSOCIATES, LLC trimmed | 35,015 | $3M | 0.6% | 2026-Q1 |
| INDEPENDENT FINANCIAL GROUP, LLC added | 34,767 | $3M | 0.6% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 29,389 | $3M | 0.5% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 29,035 | $3M | 0.5% | 2026-Q1 |
| Modern Wealth Management, LLC trimmed | 28,645 | $3M | 0.5% | 2026-Q1 |
| Financial Engines Advisors L.L.C. trimmed | 28,139 | $3M | 0.5% | 2026-Q1 |
| FMR LLC added | 24,703 | $2M | 0.4% | 2026-Q1 |
| Elevation Capital Advisory, LLC trimmed | 24,556 | $2M | 0.4% | 2026-Q1 |
| Cerity Partners LLC added | 23,564 | $2M | 0.4% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 21,813 | $2M | 0.4% | 2026-Q1 |
| American Trust added | 17,801 | $2M | 0.3% | 2026-Q1 |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC | 17,515 | $2M | 0.3% | 2026-Q1 |
| Arkadios Wealth Advisors new | 16,819 | $2M | 0.3% | 2026-Q1 |
| Mariner, LLC added | 16,283 | $1M | 0.3% | 2026-Q1 |
| Private Advisor Group, LLC trimmed | 16,076 | $1M | 0.3% | 2026-Q1 |
| May Barnhard Investments LLC | 15,465 | $1M | 0.3% | 2026-Q1 |
| HighTower Advisors, LLC | 15,221 | $1M | 0.3% | 2026-Q1 |
| MONEY CONCEPTS CAPITAL CORP trimmed | 15,197 | $1M | 0.3% | 2026-Q1 |
| NATIXIS ADVISORS, LLC added | 13,123 | $1M | 0.2% | 2026-Q1 |
| Bawa N Mallick Trust | 12,400 | $1M | 0.2% | 2026-Q1 |
| Wealth Management Associates, Inc. trimmed | 12,234 | $1M | 0.2% | 2026-Q1 |
| Focus Partners Wealth added | 11,868 | $1M | 0.2% | 2026-Q1 |
| Keystone Financial Services, LLC trimmed | 11,071 | $995K | 0.2% | 2026-Q1 |
| CITIGROUP INC added | 10,856 | $976K | 0.2% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 10,739 | $965K | 0.2% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 10,647 | $957K | 0.2% | 2026-Q1 |
| Greykasell Wealth Strategies, Inc. trimmed | 10,371 | $932K | 0.2% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 10,337 | $929K | 0.2% | 2026-Q1 |
| Apollon Wealth Management, LLC | 10,220 | $918K | 0.2% | 2026-Q1 |
| Orion Porfolio Solutions, LLC trimmed | 10,181 | $915K | 0.2% | 2026-Q1 |
| Rothschild Wealth LLC | 9,844 | $885K | 0.2% | 2026-Q1 |
| ROCKLAND TRUST CO trimmed | 9,526 | $856K | 0.2% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 9,507 | $854K | 0.2% | 2026-Q1 |
| OneDigital Investment Advisors LLC trimmed | 8,844 | $795K | 0.2% | 2026-Q1 |
| Capital Management Associates, Inc added | 8,818 | $792K | 0.2% | 2026-Q1 |
| SeaCrest Wealth Management, LLC trimmed | 8,755 | $787K | 0.2% | 2026-Q1 |
| CWM, LLC | 8,323 | $748K | 0.2% | 2026-Q1 |
| Creative Planning trimmed | 8,078 | $726K | 0.1% | 2026-Q1 |
| FIFTH THIRD BANCORP added | 7,970 | $716K | 0.1% | 2026-Q1 |
| Pacific Sun Financial Corp added | 7,820 | $703K | 0.1% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 7,510 | $675K | 0.1% | 2026-Q1 |
| Red Tortoise LLC trimmed | 7,232 | $650K | 0.1% | 2026-Q1 |
| NewEdge Wealth, LLC trimmed | 7,215 | $648K | 0.1% | 2026-Q1 |
| IHT Wealth Management, LLC added | 6,713 | $603K | 0.1% | 2026-Q1 |
| Baird Financial Group, Inc. trimmed | 6,313 | $567K | 0.1% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC new | 6,200 | $557K | 0.1% | 2026-Q1 |
| CHAPIN DAVIS, INC. added | 6,190 | $556K | 0.1% | 2026-Q1 |
| Strategic Blueprint, LLC trimmed | 6,040 | $543K | 0.1% | 2026-Q1 |
| Dana Investment Advisors, Inc. | 5,948 | $534K | 0.1% | 2026-Q1 |
| Choate Investment Advisors | 5,739 | $516K | 0.1% | 2026-Q1 |
| Thrivent Financial for Lutherans added | 5,703 | $512K | 0.1% | 2026-Q1 |
| Savant Capital, LLC trimmed | 5,657 | $508K | 0.1% | 2026-Q1 |
| AVANTAX ADVISORY SERVICES, INC. trimmed | 150,982 | $13M | 2.6% | 2025-Q2 stale |
| Benchmark Wealth Management, LLC added | 64,536 | $6M | 1.1% | 2025-Q2 stale |
| Global Retirement Partners, LLC added | 32,158 | $3M | 0.6% | 2025-Q4 stale |
| J.W. COLE ADVISORS, INC. trimmed | 28,208 | $3M | 0.5% | 2025-Q4 stale |
| Edge Financial Advisors LLC added | 20,007 | $2M | 0.4% | 2025-Q4 stale |
| Atria Wealth Solutions, Inc. trimmed | 21,006 | $2M | 0.4% | 2025-Q2 stale |
| Orion Portfolio Solutions, LLC added | 19,946 | $2M | 0.3% | 2025-Q1 stale |
| Dentgroup LLC | 14,242 | $1M | 0.3% | 2025-Q4 stale |
| West Coast Financial LLC trimmed | 16,653 | $1M | 0.3% | 2025-Q1 stale |
| Liberty Capital Management, Inc. | 12,260 | $1M | 0.2% | 2025-Q4 stale |
| Kovitz Investment Group Partners, LLC added | 12,165 | $1M | 0.2% | 2025-Q3 stale |
| TWO SIGMA INVESTMENTS, LP trimmed | 11,800 | $1M | 0.2% | 2025-Q2 stale |
| Siligmueller & Norvid Wealth Advisors LLC | 9,844 | $852K | 0.2% | 2025-Q2 stale |
| Tyler-Stone Wealth Management added | 9,346 | $802K | 0.2% | 2025-Q2 stale |
| COMERICA BANK trimmed | 8,268 | $780K | 0.2% | 2025-Q4 stale |
| Vantage Financial Partners, LLC trimmed | 6,734 | $636K | 0.1% | 2025-Q4 stale |
| FLOW TRADERS U.S. LLC added | 8,078 | $624K | 0.1% | 2025-Q1 stale |
| GTS SECURITIES LLC trimmed | 6,252 | $590K | 0.1% | 2025-Q4 stale |
| Ameritas Advisory Services, LLC added | 6,380 | $590K | 0.1% | 2025-Q3 stale |
| Good Life Advisors, LLC added | 6,541 | $561K | 0.1% | 2025-Q2 stale |
| JANE STREET GROUP, LLC added | 6,659 | $514K | 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.