Who owns 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-Q2 13F filings (latest filed 2026-08-19). 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 ILCB is one-sided between 2026-Q1 and 2026-Q2: 43 added or opened and 14 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
ILCB’s largest tracked holder by dollar value, EXCHANGE TRADED CONCEPTS, LLC, sizes it at 0.3% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.3pp 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 2026-Q1 and 2026-Q2, across 182 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 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 6
- Global Retirement Partners, LLC$4M
- J.W. COLE ADVISORS, INC.$3M
- BlackRock, Inc.$3M
- Liberty Capital Management, Inc.$1M
- BIP Wealth, LLC$777K
- Ameritas Advisory Services, LLC$681K
Full exits 8
- Cambridge Investment Research Advisors, Inc.$5M
- Elevation Capital Advisory, LLC$2M
- HighTower Advisors, LLC$1M
- NATIXIS ADVISORS, LLC$1M
- CITADEL ADVISORS LLC$957K
- CWM, LLC$748K
Largest adds
- EXCHANGE TRADED CONCEPTS, LLC$17M
- AMERIPRISE FINANCIAL INC$7M
- MORGAN STANLEY$7M
- LPL Financial LLC$4M
- OSAIC HOLDINGS, INC.$3M
- Creative Planning$3M
Largest trims
- Equitable Holdings, Inc.$35M
- WIN ADVISORS, INC$11M
- JIM SAULNIER & ASSOCIATES, LLC$1M
- Orion Porfolio Solutions, LLC$638K
- Mariner, LLC$351K
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$334K
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 |
|---|---|---|---|---|
| EXCHANGE TRADED CONCEPTS, LLC added | 639,665 | $66M | 13.6% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 505,474 | $52M | 10.7% | 2026-Q2 |
| MORGAN STANLEY trimmed | 489,774 | $51M | 10.4% | 2026-Q2 |
| LPL Financial LLC added | 253,615 | $26M | 5.4% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 212,389 | $22M | 4.5% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 172,960 | $18M | 3.6% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 164,364 | $17M | 3.5% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 158,577 | $16M | 3.4% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 116,110 | $12M | 2.5% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 112,434 | $12M | 2.4% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 102,560 | $11M | 2.2% | 2026-Q2 |
| Wealth Forward, LLC added | 100,803 | $10M | 2.1% | 2026-Q2 |
| UBS Group AG trimmed | 97,681 | $10M | 2.1% | 2026-Q2 |
| Corient Private Wealth LP added | 96,395 | $10M | 2.0% | 2026-Q2 |
| Center for Wealth Management Advisory added | 93,790 | $10M | 2.0% | 2026-Q2 |
| Gladstone Institutional Advisory LLC trimmed | 79,144 | $8M | 1.7% | 2026-Q2 |
| Merit Financial Group, LLC added | 77,566 | $8M | 1.6% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 75,485 | $8M | 1.6% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 63,048 | $7M | 1.3% | 2026-Q2 |
| Commonwealth Financial Services, LLC added | 46,297 | $5M | 1.0% | 2026-Q2 |
| Crestwood Advisors Group, LLC trimmed | 41,992 | $4M | 0.9% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 41,277 | $4M | 0.9% | 2026-Q2 |
| Brand Asset Management Group, Inc. trimmed | 39,027 | $4M | 0.8% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 38,757 | $4M | 0.8% | 2026-Q2 |
| WIN ADVISORS, INC trimmed | 38,468 | $4M | 0.8% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 37,752 | $4M | 0.8% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC added | 34,961 | $4M | 0.7% | 2026-Q2 |
| Global Retirement Partners, LLC added | 33,892 | $4M | 0.7% | 2026-Q2 |
| Creative Planning added | 32,548 | $3M | 0.7% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 30,610 | $3M | 0.6% | 2026-Q2 |
| Financial Engines Advisors L.L.C. added | 29,839 | $3M | 0.6% | 2026-Q2 |
| Modern Wealth Management, LLC added | 29,519 | $3M | 0.6% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. trimmed | 28,072 | $3M | 0.6% | 2026-Q2 |
| BlackRock, Inc. new | 26,085 | $3M | 0.6% | 2026-Q2 |
| FMR LLC added | 25,628 | $3M | 0.5% | 2026-Q2 |
| Cerity Partners LLC added | 25,314 | $3M | 0.5% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 23,139 | $2M | 0.5% | 2026-Q2 |
| American Trust added | 19,065 | $2M | 0.4% | 2026-Q2 |
| Arkadios Wealth Advisors trimmed | 16,648 | $2M | 0.4% | 2026-Q2 |
| JIM SAULNIER & ASSOCIATES, LLC trimmed | 16,217 | $2M | 0.3% | 2026-Q2 |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC trimmed | 15,795 | $2M | 0.3% | 2026-Q2 |
| Councilor Wealth, LLC | 15,465 | $2M | 0.3% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 12,974 | $1M | 0.3% | 2026-Q2 |
| MONEY CONCEPTS CAPITAL CORP trimmed | 12,699 | $1M | 0.3% | 2026-Q2 |
| Bawa N Mallick Trust | 12,400 | $1M | 0.3% | 2026-Q2 |
| Liberty Capital Management, Inc. | 12,260 | $1M | 0.3% | 2026-Q2 |
| Wealth Management Associates, Inc. trimmed | 12,213 | $1M | 0.3% | 2026-Q2 |
| Focus Partners Wealth added | 11,877 | $1M | 0.3% | 2026-Q2 |
| Equitable Holdings, Inc. trimmed | 11,448 | $1M | 0.2% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 11,008 | $1M | 0.2% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 10,806 | $1M | 0.2% | 2026-Q2 |
| Keystone Financial Services, LLC trimmed | 10,772 | $1M | 0.2% | 2026-Q2 |
| Mariner, LLC trimmed | 10,731 | $1M | 0.2% | 2026-Q2 |
| CITIGROUP INC trimmed | 10,446 | $1M | 0.2% | 2026-Q2 |
| Greykasell Wealth Strategies, Inc. added | 10,374 | $1M | 0.2% | 2026-Q2 |
| Apollon Wealth Management, LLC | 10,220 | $1M | 0.2% | 2026-Q2 |
| Rothschild Wealth LLC | 9,844 | $1M | 0.2% | 2026-Q2 |
| ROCKLAND TRUST CO trimmed | 9,385 | $973K | 0.2% | 2026-Q2 |
| OneDigital Investment Advisors LLC added | 8,865 | $919K | 0.2% | 2026-Q2 |
| Capital Management Associates, Inc trimmed | 8,387 | $869K | 0.2% | 2026-Q2 |
| Pacific Sun Financial Corp | 7,820 | $811K | 0.2% | 2026-Q2 |
| SeaCrest Wealth Management, LLC trimmed | 7,660 | $794K | 0.2% | 2026-Q2 |
| FIFTH THIRD BANCORP trimmed | 7,585 | $786K | 0.2% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 7,511 | $779K | 0.2% | 2026-Q2 |
| BIP Wealth, LLC new | 7,492 | $777K | 0.2% | 2026-Q2 |
| NewEdge Wealth, LLC | 7,215 | $748K | 0.2% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 6,919 | $717K | 0.1% | 2026-Q2 |
| Chicago Partners Investment Group LLC added | 6,723 | $688K | 0.1% | 2026-Q2 |
| Ameritas Advisory Services, LLC added | 6,568 | $681K | 0.1% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 6,200 | $643K | 0.1% | 2026-Q2 |
| CHAPIN DAVIS, INC. added | 6,191 | $642K | 0.1% | 2026-Q2 |
| Baird Financial Group, Inc. trimmed | 6,153 | $638K | 0.1% | 2026-Q2 |
| Strategic Blueprint, LLC | 6,040 | $626K | 0.1% | 2026-Q2 |
| Dana Investment Advisors, Inc. | 5,948 | $617K | 0.1% | 2026-Q2 |
| IHT Wealth Management, LLC trimmed | 5,825 | $604K | 0.1% | 2026-Q2 |
| Quantinno Capital Management LP added | 5,792 | $600K | 0.1% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 5,739 | $595K | 0.1% | 2026-Q2 |
| Choate Investment Advisors | 5,739 | $595K | 0.1% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 5,370 | $557K | 0.1% | 2026-Q2 |
| Cape Investment Advisory, Inc. | 5,155 | $534K | 0.1% | 2026-Q2 |
| Mutual Advisors, LLC | 5,148 | $534K | 0.1% | 2026-Q2 |
| Aspen Wealth Management LLC added | 4,963 | $514K | 0.1% | 2026-Q2 |
| Harbour Trust & Investment Management Co | 4,700 | $487K | 0.1% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 4,674 | $484K | 0.1% | 2026-Q2 |
| Richard P Slaughter Associates Inc trimmed | 4,650 | $482K | 0.1% | 2026-Q2 |
| Asset Management Group, Inc. trimmed | 4,633 | $480K | 0.1% | 2026-Q2 |
| M&T Bank Corp | 4,550 | $472K | 0.1% | 2026-Q2 |
| Brightwater Advisory LLC | 4,502 | $467K | 0.1% | 2026-Q2 |
| LANDAAS & CO /WI /ADV added | 4,405 | $457K | 0.1% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 4,336 | $440K | 0.1% | 2026-Q2 |
| Focus Financial Network, Inc. trimmed | 4,227 | $438K | 0.1% | 2026-Q2 |
| MidAtlantic Capital Management, Inc. added | 4,196 | $435K | 0.1% | 2026-Q2 |
| Perigon Wealth Management, LLC trimmed | 4,142 | $429K | 0.1% | 2026-Q2 |
| PNC Financial Services Group, Inc. added | 4,128 | $428K | 0.1% | 2026-Q2 |
| Larson Financial Group LLC added | 4,120 | $427K | 0.1% | 2026-Q2 |
| Savant Capital, LLC trimmed | 4,109 | $426K | 0.1% | 2026-Q2 |
| Composition Wealth, LLC new | 4,073 | $422K | 0.1% | 2026-Q2 |
| SILVER OAK SECURITIES, INCORPORATED trimmed | 4,008 | $415K | 0.1% | 2026-Q2 |
| Portland Financial Advisors Inc | 3,974 | $412K | 0.1% | 2026-Q2 |
| Asset Allocation Strategies LLC added | 3,962 | $411K | 0.1% | 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.