Who owns ILCG (ILCG)
Which tracked institutional funds hold ILCG, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See ILCG 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
28 tracked funds added or opened ILCG while 69 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
ILCG’s largest tracked holder by dollar value, LPL Financial LLC, 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 ILCG more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in ILCG 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 324 tracked filers holding ILCG, 127 increased or opened the position and 132 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 ILCG 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
- Elevation Capital Advisory, LLC$4M
- GOLDMAN SACHS GROUP INC$3M
- ASHTON THOMAS SECURITIES, LLC$3M
- Independent Advisor Alliance$3M
- AQR CAPITAL MANAGEMENT LLC$611K
Full exits 11
- FAS Wealth Partners, Inc.$61M
- Dentgroup LLC$5M
- One Capital Management, LLC$3M
- NewEdge Advisors, LLC$2M
- Global Retirement Partners, LLC$2M
- COMERICA BANK$1M
Largest adds
- RAYMOND JAMES FINANCIAL INC$11M
- ENVESTNET ASSET MANAGEMENT INC$10M
- Corient Private Wealth LLC$9M
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$4M
- TWO SIGMA INVESTMENTS, LP$4M
- Bank of New York Mellon Corp$3M
Largest trims
- Equitable Holdings, Inc.$139M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$66M
- LPL Financial LLC$20M
- B&D White Capital Company, LLC$17M
- UBS Group AG$16M
- McKinley Carter Wealth Services, Inc.$12M
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 |
|---|---|---|---|---|
| LPL Financial LLC trimmed | 1,292,391 | $123M | 8.5% | 2026-Q1 |
| MORGAN STANLEY trimmed | 1,090,222 | $104M | 7.2% | 2026-Q1 |
| Equitable Holdings, Inc. trimmed | 991,892 | $103M | 7.1% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 692,430 | $66M | 4.6% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 597,556 | $57M | 3.9% | 2026-Q1 |
| Cetera Investment Advisers added | 596,099 | $57M | 3.9% | 2026-Q1 |
| Clearstead Trust, LLC added | 557,871 | $53M | 3.7% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 451,119 | $43M | 3.0% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 424,568 | $39M | 2.7% | 2026-Q1 |
| GM Advisory Group, LLC added | 356,056 | $34M | 2.3% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 353,858 | $34M | 2.3% | 2026-Q1 |
| B&D White Capital Company, LLC trimmed | 347,434 | $33M | 2.3% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 342,334 | $33M | 2.3% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 311,166 | $30M | 2.0% | 2026-Q1 |
| McKinley Carter Wealth Services, Inc. trimmed | 270,806 | $26M | 1.8% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 250,038 | $24M | 1.6% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 242,103 | $23M | 1.6% | 2026-Q1 |
| UBS Group AG trimmed | 215,883 | $21M | 1.4% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 155,875 | $15M | 1.0% | 2026-Q1 |
| LongView Wealth Management trimmed | 136,102 | $14M | 1.0% | 2026-Q1 |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC trimmed | 142,759 | $14M | 0.9% | 2026-Q1 |
| Mariner, LLC added | 142,348 | $14M | 0.9% | 2026-Q1 |
| Rockefeller Capital Management L.P. trimmed | 136,367 | $13M | 0.9% | 2026-Q1 |
| Corient Private Wealth LLC added | 127,673 | $12M | 0.8% | 2026-Q1 |
| Prime Capital Investment Advisors, LLC added | 122,151 | $12M | 0.8% | 2026-Q1 |
| Cornerstone Wealth Management, LLC trimmed | 109,694 | $10M | 0.7% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 106,700 | $10M | 0.7% | 2026-Q1 |
| PARK AVENUE SECURITIES LLC added | 105,945 | $10M | 0.7% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 96,416 | $9M | 0.6% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 91,999 | $9M | 0.6% | 2026-Q1 |
| Investors Research Corp added | 90,847 | $9M | 0.6% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 84,985 | $8M | 0.6% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 73,039 | $7M | 0.5% | 2026-Q1 |
| White Pine Investment CO added | 73,024 | $7M | 0.5% | 2026-Q1 |
| Bank of New York Mellon Corp added | 71,239 | $7M | 0.5% | 2026-Q1 |
| Marietta Wealth Management, LLC added | 70,370 | $7M | 0.5% | 2026-Q1 |
| CWM, LLC trimmed | 66,679 | $6M | 0.4% | 2026-Q1 |
| &PARTNERS added | 64,467 | $6M | 0.4% | 2026-Q1 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV added | 64,379 | $6M | 0.4% | 2026-Q1 |
| Aptus Capital Advisors, LLC trimmed | 61,158 | $6M | 0.4% | 2026-Q1 |
| Sunburst Financial Group, LLC added | 59,359 | $6M | 0.4% | 2026-Q1 |
| IHT Wealth Management, LLC added | 57,931 | $6M | 0.4% | 2026-Q1 |
| Merit Financial Group, LLC trimmed | 54,219 | $5M | 0.4% | 2026-Q1 |
| JOHNSON INVESTMENT COUNSEL INC trimmed | 53,424 | $5M | 0.4% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 53,390 | $5M | 0.4% | 2026-Q1 |
| Ipsen Advisor Group LLC trimmed | 52,828 | $5M | 0.3% | 2026-Q1 |
| Arcadia Wealth Management, LLC added | 52,162 | $5M | 0.3% | 2026-Q1 |
| Strategic Financial Concepts, LLC added | 52,038 | $5M | 0.3% | 2026-Q1 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC trimmed | 49,561 | $5M | 0.3% | 2026-Q1 |
| MONEY CONCEPTS CAPITAL CORP trimmed | 44,542 | $4M | 0.3% | 2026-Q1 |
| Retirement Planning Group, LLC | 41,838 | $4M | 0.3% | 2026-Q1 |
| Elevation Capital Advisory, LLC added | 41,524 | $4M | 0.3% | 2026-Q1 |
| Creative Planning added | 41,411 | $4M | 0.3% | 2026-Q1 |
| Madison Wealth Partners, Inc added | 41,085 | $4M | 0.3% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 40,804 | $4M | 0.3% | 2026-Q1 |
| Northwest Wealth Advisors, LLC added | 40,420 | $4M | 0.3% | 2026-Q1 |
| FMR LLC added | 38,383 | $4M | 0.3% | 2026-Q1 |
| VestGen Advisors, LLC trimmed | 31,297 | $4M | 0.2% | 2026-Q1 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | 35,571 | $3M | 0.2% | 2026-Q1 |
| Corsicana & Co. trimmed | 41,135 | $3M | 0.2% | 2026-Q1 |
| JIM SAULNIER & ASSOCIATES, LLC trimmed | 32,973 | $3M | 0.2% | 2026-Q1 |
| Bawa N Mallick Trust | 32,857 | $3M | 0.2% | 2026-Q1 |
| CITIGROUP INC trimmed | 32,722 | $3M | 0.2% | 2026-Q1 |
| Brand Asset Management Group, Inc. trimmed | 32,557 | $3M | 0.2% | 2026-Q1 |
| Farther Finance Advisors, LLC trimmed | 31,179 | $3M | 0.2% | 2026-Q1 |
| GenWealth Group, Inc. trimmed | 31,224 | $3M | 0.2% | 2026-Q1 |
| Orion Porfolio Solutions, LLC added | 30,073 | $3M | 0.2% | 2026-Q1 |
| Private Advisor Group, LLC trimmed | 29,725 | $3M | 0.2% | 2026-Q1 |
| STEINBERGANNA WEALTH MANAGEMENT trimmed | 29,171 | $3M | 0.2% | 2026-Q1 |
| Advisory Services Network, LLC added | 28,783 | $3M | 0.2% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 27,808 | $3M | 0.2% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 27,561 | $3M | 0.2% | 2026-Q1 |
| Financial Engines Advisors L.L.C. added | 27,290 | $3M | 0.2% | 2026-Q1 |
| ASHTON THOMAS SECURITIES, LLC added | 26,866 | $3M | 0.2% | 2026-Q1 |
| Savant Capital, LLC | 26,769 | $3M | 0.2% | 2026-Q1 |
| Independent Advisor Alliance added | 26,336 | $3M | 0.2% | 2026-Q1 |
| FLAGSHIP HARBOR ADVISORS, LLC added | 26,260 | $3M | 0.2% | 2026-Q1 |
| ASSETMARK, INC added | 24,936 | $2M | 0.2% | 2026-Q1 |
| Asempa Wealth Advisors added | 24,256 | $2M | 0.2% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 25,292 | $2M | 0.2% | 2026-Q1 |
| Capital Advisors, Ltd. LLC added | 24,219 | $2M | 0.2% | 2026-Q1 |
| North Star Investment Management Corp. | 24,064 | $2M | 0.2% | 2026-Q1 |
| RWA WEALTH PARTNERS, LLC trimmed | 23,798 | $2M | 0.2% | 2026-Q1 |
| Arkadios Wealth Advisors added | 23,722 | $2M | 0.2% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 22,643 | $2M | 0.1% | 2026-Q1 |
| Shira Ridge Wealth Management | 22,245 | $2M | 0.1% | 2026-Q1 |
| Pinnacle Financial Group, LLC / IL added | 21,835 | $2M | 0.1% | 2026-Q1 |
| Focus Financial Network, Inc. trimmed | 21,259 | $2M | 0.1% | 2026-Q1 |
| Horst & Graben Wealth Management LLC trimmed | 18,222 | $2M | 0.1% | 2026-Q1 |
| FAS Wealth Partners, Inc. trimmed | 586,634 | $61M | 4.2% | 2025-Q4 stale |
| AdvisorShares Investments LLC trimmed | 401,848 | $42M | 2.9% | 2025-Q3 stale |
| AVANTAX ADVISORY SERVICES, INC. added | 383,000 | $37M | 2.6% | 2025-Q2 stale |
| CW Advisors, LLC new | 101,111 | $8M | 0.6% | 2025-Q1 stale |
| Trinity Wealth Management, LLC added | 63,666 | $7M | 0.5% | 2025-Q3 stale |
| Dentgroup LLC trimmed | 49,380 | $5M | 0.4% | 2025-Q4 stale |
| WIN ADVISORS, INC added | 43,902 | $4M | 0.3% | 2025-Q2 stale |
| Atria Wealth Solutions, Inc. trimmed | 30,594 | $3M | 0.2% | 2025-Q2 stale |
| One Capital Management, LLC trimmed | 26,299 | $3M | 0.2% | 2025-Q4 stale |
| Prospera Financial Services Inc added | 21,553 | $2M | 0.2% | 2025-Q3 stale |
| Del-Sette Capital Management, LLC new | 19,592 | $2M | 0.1% | 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.