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Institutional Ownership · SEC Form 13F

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.

324
Institutional holders
14,798,381
Shares held (tracked funds)

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).

FundSharesReported value% of valueQuarter
LPL Financial LLC trimmed1,292,391$123M8.5%2026-Q1
MORGAN STANLEY trimmed1,090,222$104M7.2%2026-Q1
Equitable Holdings, Inc. trimmed991,892$103M7.1%2026-Q1
WELLS FARGO & COMPANY/MN trimmed692,430$66M4.6%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added597,556$57M3.9%2026-Q1
Cetera Investment Advisers added596,099$57M3.9%2026-Q1
Clearstead Trust, LLC added557,871$53M3.7%2026-Q1
BANK OF AMERICA CORP /DE/ trimmed451,119$43M3.0%2026-Q1
JPMORGAN CHASE & CO added424,568$39M2.7%2026-Q1
GM Advisory Group, LLC added356,056$34M2.3%2026-Q1
RAYMOND JAMES FINANCIAL INC added353,858$34M2.3%2026-Q1
B&D White Capital Company, LLC trimmed347,434$33M2.3%2026-Q1
AMERIPRISE FINANCIAL INC added342,334$33M2.3%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC trimmed311,166$30M2.0%2026-Q1
McKinley Carter Wealth Services, Inc. trimmed270,806$26M1.8%2026-Q1
OSAIC HOLDINGS, INC. trimmed250,038$24M1.6%2026-Q1
MML INVESTORS SERVICES, LLC trimmed242,103$23M1.6%2026-Q1
UBS Group AG trimmed215,883$21M1.4%2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added155,875$15M1.0%2026-Q1
LongView Wealth Management trimmed136,102$14M1.0%2026-Q1
KILEY JUERGENS WEALTH MANAGEMENT, LLC trimmed142,759$14M0.9%2026-Q1
Mariner, LLC added142,348$14M0.9%2026-Q1
Rockefeller Capital Management L.P. trimmed136,367$13M0.9%2026-Q1
Corient Private Wealth LLC added127,673$12M0.8%2026-Q1
Prime Capital Investment Advisors, LLC added122,151$12M0.8%2026-Q1
Cornerstone Wealth Management, LLC trimmed109,694$10M0.7%2026-Q1
TWO SIGMA INVESTMENTS, LP added106,700$10M0.7%2026-Q1
PARK AVENUE SECURITIES LLC added105,945$10M0.7%2026-Q1
ROYAL BANK OF CANADA trimmed96,416$9M0.6%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed91,999$9M0.6%2026-Q1
Investors Research Corp added90,847$9M0.6%2026-Q1
CAPTRUST FINANCIAL ADVISORS trimmed84,985$8M0.6%2026-Q1
Cambridge Investment Research Advisors, Inc. trimmed73,039$7M0.5%2026-Q1
White Pine Investment CO added73,024$7M0.5%2026-Q1
Bank of New York Mellon Corp added71,239$7M0.5%2026-Q1
Marietta Wealth Management, LLC added70,370$7M0.5%2026-Q1
CWM, LLC trimmed66,679$6M0.4%2026-Q1
&PARTNERS added64,467$6M0.4%2026-Q1
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV added64,379$6M0.4%2026-Q1
Aptus Capital Advisors, LLC trimmed61,158$6M0.4%2026-Q1
Sunburst Financial Group, LLC added59,359$6M0.4%2026-Q1
IHT Wealth Management, LLC added57,931$6M0.4%2026-Q1
Merit Financial Group, LLC trimmed54,219$5M0.4%2026-Q1
JOHNSON INVESTMENT COUNSEL INC trimmed53,424$5M0.4%2026-Q1
Steward Partners Investment Advisory, LLC added53,390$5M0.4%2026-Q1
Ipsen Advisor Group LLC trimmed52,828$5M0.3%2026-Q1
Arcadia Wealth Management, LLC added52,162$5M0.3%2026-Q1
Strategic Financial Concepts, LLC added52,038$5M0.3%2026-Q1
AMERICAN FINANCIAL & TAX STRATEGIES INC trimmed49,561$5M0.3%2026-Q1
MONEY CONCEPTS CAPITAL CORP trimmed44,542$4M0.3%2026-Q1
Retirement Planning Group, LLC41,838$4M0.3%2026-Q1
Elevation Capital Advisory, LLC added41,524$4M0.3%2026-Q1
Creative Planning added41,411$4M0.3%2026-Q1
Madison Wealth Partners, Inc added41,085$4M0.3%2026-Q1
Sanctuary Advisors, LLC added40,804$4M0.3%2026-Q1
Northwest Wealth Advisors, LLC added40,420$4M0.3%2026-Q1
FMR LLC added38,383$4M0.3%2026-Q1
VestGen Advisors, LLC trimmed31,297$4M0.2%2026-Q1
TWIN FOCUS CAPITAL PARTNERS, LLC35,571$3M0.2%2026-Q1
Corsicana & Co. trimmed41,135$3M0.2%2026-Q1
JIM SAULNIER & ASSOCIATES, LLC trimmed32,973$3M0.2%2026-Q1
Bawa N Mallick Trust32,857$3M0.2%2026-Q1
CITIGROUP INC trimmed32,722$3M0.2%2026-Q1
Brand Asset Management Group, Inc. trimmed32,557$3M0.2%2026-Q1
Farther Finance Advisors, LLC trimmed31,179$3M0.2%2026-Q1
GenWealth Group, Inc. trimmed31,224$3M0.2%2026-Q1
Orion Porfolio Solutions, LLC added30,073$3M0.2%2026-Q1
Private Advisor Group, LLC trimmed29,725$3M0.2%2026-Q1
STEINBERGANNA WEALTH MANAGEMENT trimmed29,171$3M0.2%2026-Q1
Advisory Services Network, LLC added28,783$3M0.2%2026-Q1
GOLDMAN SACHS GROUP INC added27,808$3M0.2%2026-Q1
STIFEL FINANCIAL CORP trimmed27,561$3M0.2%2026-Q1
Financial Engines Advisors L.L.C. added27,290$3M0.2%2026-Q1
ASHTON THOMAS SECURITIES, LLC added26,866$3M0.2%2026-Q1
Savant Capital, LLC26,769$3M0.2%2026-Q1
Independent Advisor Alliance added26,336$3M0.2%2026-Q1
FLAGSHIP HARBOR ADVISORS, LLC added26,260$3M0.2%2026-Q1
ASSETMARK, INC added24,936$2M0.2%2026-Q1
Asempa Wealth Advisors added24,256$2M0.2%2026-Q1
JONES FINANCIAL COMPANIES LLLP added25,292$2M0.2%2026-Q1
Capital Advisors, Ltd. LLC added24,219$2M0.2%2026-Q1
North Star Investment Management Corp.24,064$2M0.2%2026-Q1
RWA WEALTH PARTNERS, LLC trimmed23,798$2M0.2%2026-Q1
Arkadios Wealth Advisors added23,722$2M0.2%2026-Q1
Kestra Advisory Services, LLC added22,643$2M0.1%2026-Q1
Shira Ridge Wealth Management22,245$2M0.1%2026-Q1
Pinnacle Financial Group, LLC / IL added21,835$2M0.1%2026-Q1
Focus Financial Network, Inc. trimmed21,259$2M0.1%2026-Q1
Horst & Graben Wealth Management LLC trimmed18,222$2M0.1%2026-Q1
FAS Wealth Partners, Inc. trimmed586,634$61M4.2%2025-Q4 stale
AdvisorShares Investments LLC trimmed401,848$42M2.9%2025-Q3 stale
AVANTAX ADVISORY SERVICES, INC. added383,000$37M2.6%2025-Q2 stale
CW Advisors, LLC new101,111$8M0.6%2025-Q1 stale
Trinity Wealth Management, LLC added63,666$7M0.5%2025-Q3 stale
Dentgroup LLC trimmed49,380$5M0.4%2025-Q4 stale
WIN ADVISORS, INC added43,902$4M0.3%2025-Q2 stale
Atria Wealth Solutions, Inc. trimmed30,594$3M0.2%2025-Q2 stale
One Capital Management, LLC trimmed26,299$3M0.2%2025-Q4 stale
Prospera Financial Services Inc added21,553$2M0.2%2025-Q3 stale
Del-Sette Capital Management, LLC new19,592$2M0.1%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.

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