Who owns 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-Q2 13F filings (latest filed 2026-08-14). 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 ILCG is one-sided between 2026-Q1 and 2026-Q2: 116 added or opened and 28 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
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 0.1pp 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 2026-Q1 and 2026-Q2, across 337 tracked filers holding ILCG, 144 increased or opened the position and 117 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 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 16
- WIN ADVISORS, INC$11M
- BASSO CAPITAL MANAGEMENT, L.P.$3M
- Global Retirement Partners, LLC$2M
- Waterloo Capital, L.P.$2M
- NewEdge Advisors, LLC$2M
- Gotham Asset Management, LLC$2M
Full exits 17
- GM Advisory Group, LLC$34M
- TWO SIGMA INVESTMENTS, LP$10M
- PARK AVENUE SECURITIES LLC$10M
- Cambridge Investment Research Advisors, Inc.$7M
- White Pine Investment CO$7M
- CWM, LLC$6M
Largest adds
- ENVESTNET ASSET MANAGEMENT INC$63M
- AMERIPRISE FINANCIAL INC$46M
- Wealthspire Advisors, LLC$46M
- Clearstead Trust, LLC$33M
- MORGAN STANLEY$26M
- Cetera Investment Advisers$24M
Largest trims
- Equitable Holdings, Inc.$103M
- Mariner, LLC$5M
- Strategic Financial Concepts, LLC$4M
- GOLDMAN SACHS GROUP INC$2M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$2M
- JIM SAULNIER & ASSOCIATES, LLC$1M
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 |
|---|---|---|---|---|
| LPL Financial LLC trimmed | 1,257,846 | $147M | 8.8% | 2026-Q2 |
| MORGAN STANLEY added | 1,109,788 | $130M | 7.8% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 1,021,655 | $120M | 7.2% | 2026-Q2 |
| Clearstead Trust, LLC added | 734,041 | $86M | 5.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 724,901 | $85M | 5.1% | 2026-Q2 |
| Cetera Investment Advisers added | 695,126 | $81M | 4.9% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 674,386 | $79M | 4.7% | 2026-Q2 |
| FAS Wealth Partners, Inc. added | 623,515 | $73M | 4.4% | 2026-Q2 |
| B&D White Capital Company, LLC added | 471,430 | $55M | 3.3% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 454,141 | $52M | 3.1% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 415,107 | $49M | 2.9% | 2026-Q2 |
| Wealthspire Advisors, LLC added | 395,293 | $46M | 2.8% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 372,366 | $44M | 2.6% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 312,674 | $37M | 2.2% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 292,205 | $34M | 2.0% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 288,309 | $34M | 2.0% | 2026-Q2 |
| McKinley Carter Wealth Services, Inc. added | 279,192 | $33M | 2.0% | 2026-Q2 |
| UBS Group AG trimmed | 208,372 | $24M | 1.5% | 2026-Q2 |
| Goodman Advisory Group, LLC added | 171,762 | $20M | 1.2% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 164,399 | $19M | 1.1% | 2026-Q2 |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC trimmed | 141,722 | $17M | 1.0% | 2026-Q2 |
| Rockefeller Capital Management L.P. trimmed | 133,591 | $16M | 0.9% | 2026-Q2 |
| LongView Wealth Management trimmed | 128,562 | $15M | 0.9% | 2026-Q2 |
| Corient Private Wealth LP added | 128,107 | $15M | 0.9% | 2026-Q2 |
| Prime Capital Investment Advisors, LLC added | 125,749 | $15M | 0.9% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 110,087 | $13M | 0.8% | 2026-Q2 |
| Cornerstone Wealth Management, LLC trimmed | 107,876 | $13M | 0.8% | 2026-Q2 |
| Bank of New York Mellon Corp added | 99,920 | $12M | 0.7% | 2026-Q2 |
| WIN ADVISORS, INC added | 96,476 | $11M | 0.7% | 2026-Q2 |
| Investors Research Corp added | 91,309 | $11M | 0.6% | 2026-Q2 |
| Private Advisor Group, LLC added | 87,636 | $10M | 0.6% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 85,075 | $10M | 0.6% | 2026-Q2 |
| Mariner, LLC trimmed | 77,535 | $9M | 0.5% | 2026-Q2 |
| Marietta Wealth Management, LLC trimmed | 70,015 | $8M | 0.5% | 2026-Q2 |
| &PARTNERS added | 68,243 | $8M | 0.5% | 2026-Q2 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV added | 64,730 | $8M | 0.5% | 2026-Q2 |
| Arcadia Wealth Management, LLC added | 61,199 | $7M | 0.4% | 2026-Q2 |
| Aptus Capital Advisors, LLC trimmed | 60,344 | $7M | 0.4% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 59,976 | $7M | 0.4% | 2026-Q2 |
| Sunburst Financial Group, LLC trimmed | 58,544 | $7M | 0.4% | 2026-Q2 |
| IHT Wealth Management, LLC trimmed | 57,532 | $7M | 0.4% | 2026-Q2 |
| Merit Financial Group, LLC added | 56,663 | $7M | 0.4% | 2026-Q2 |
| JOHNSON INVESTMENT COUNSEL INC trimmed | 52,897 | $6M | 0.4% | 2026-Q2 |
| Ipsen Advisor Group LLC added | 52,862 | $6M | 0.4% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC trimmed | 52,499 | $6M | 0.4% | 2026-Q2 |
| Creative Planning added | 47,904 | $6M | 0.3% | 2026-Q2 |
| Corsicana & Co. added | 45,287 | $5M | 0.3% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 44,894 | $5M | 0.3% | 2026-Q2 |
| Northwest Wealth Advisors, LLC added | 43,587 | $5M | 0.3% | 2026-Q2 |
| Elevation Capital Advisory, LLC added | 43,105 | $5M | 0.3% | 2026-Q2 |
| FMR LLC added | 42,400 | $5M | 0.3% | 2026-Q2 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC trimmed | 42,022 | $5M | 0.3% | 2026-Q2 |
| Retirement Planning Group, LLC trimmed | 41,748 | $5M | 0.3% | 2026-Q2 |
| Madison Wealth Partners, Inc trimmed | 40,983 | $5M | 0.3% | 2026-Q2 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | 35,571 | $4M | 0.2% | 2026-Q2 |
| Orion Porfolio Solutions, LLC added | 35,559 | $4M | 0.2% | 2026-Q2 |
| Advisory Services Network, LLC added | 34,173 | $4M | 0.2% | 2026-Q2 |
| ASSETMARK, INC added | 33,913 | $4M | 0.2% | 2026-Q2 |
| Bawa N Mallick Trust | 32,857 | $4M | 0.2% | 2026-Q2 |
| CITIGROUP INC trimmed | 32,210 | $4M | 0.2% | 2026-Q2 |
| Brand Asset Management Group, Inc. trimmed | 32,117 | $4M | 0.2% | 2026-Q2 |
| VestGen Advisors, LLC trimmed | 31,280 | $4M | 0.2% | 2026-Q2 |
| MONEY CONCEPTS CAPITAL CORP trimmed | 31,091 | $4M | 0.2% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 30,918 | $4M | 0.2% | 2026-Q2 |
| GenWealth Group, Inc. trimmed | 30,489 | $4M | 0.2% | 2026-Q2 |
| Savant Capital, LLC added | 29,350 | $3M | 0.2% | 2026-Q2 |
| STEINBERGANNA WEALTH MANAGEMENT trimmed | 29,154 | $3M | 0.2% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 28,120 | $3M | 0.2% | 2026-Q2 |
| Hershey Financial Advisers, LLC added | 27,023 | $3M | 0.2% | 2026-Q2 |
| Farther Finance Advisors, LLC trimmed | 26,845 | $3M | 0.2% | 2026-Q2 |
| Asempa Wealth Advisors added | 26,560 | $3M | 0.2% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 26,369 | $3M | 0.2% | 2026-Q2 |
| Financial Engines Advisors L.L.C. trimmed | 25,326 | $3M | 0.2% | 2026-Q2 |
| FLAGSHIP HARBOR ADVISORS, LLC trimmed | 25,084 | $3M | 0.2% | 2026-Q2 |
| North Star Investment Management Corp. | 24,064 | $3M | 0.2% | 2026-Q2 |
| BASSO CAPITAL MANAGEMENT, L.P. new | 23,568 | $3M | 0.2% | 2026-Q2 |
| Arkadios Wealth Advisors trimmed | 23,046 | $3M | 0.2% | 2026-Q2 |
| RWA WEALTH PARTNERS, LLC trimmed | 22,743 | $3M | 0.2% | 2026-Q2 |
| Shira Ridge Wealth Management trimmed | 22,117 | $3M | 0.2% | 2026-Q2 |
| Pinnacle Financial Group, LLC / IL added | 21,837 | $3M | 0.2% | 2026-Q2 |
| Geneos Wealth Management Inc. added | 21,811 | $3M | 0.2% | 2026-Q2 |
| ROMAN BUTLER FULLERTON & CO added | 20,872 | $2M | 0.1% | 2026-Q2 |
| Cape Investment Advisory, Inc. trimmed | 20,371 | $2M | 0.1% | 2026-Q2 |
| Greykasell Wealth Strategies, Inc. trimmed | 20,235 | $2M | 0.1% | 2026-Q2 |
| Beacon Financial Advisory LLC added | 19,438 | $2M | 0.1% | 2026-Q2 |
| Global Retirement Partners, LLC added | 18,349 | $2M | 0.1% | 2026-Q2 |
| Horst & Graben Wealth Management LLC trimmed | 18,219 | $2M | 0.1% | 2026-Q2 |
| XML Financial, LLC | 17,902 | $2M | 0.1% | 2026-Q2 |
| Waterloo Capital, L.P. new | 17,839 | $2M | 0.1% | 2026-Q2 |
| Prosperity Consulting Group, LLC trimmed | 17,027 | $2M | 0.1% | 2026-Q2 |
| Key Financial Inc added | 16,690 | $2M | 0.1% | 2026-Q2 |
| Essex Financial Services, Inc. added | 16,571 | $2M | 0.1% | 2026-Q2 |
| Proactive Wealth Strategies LLC trimmed | 16,508 | $2M | 0.1% | 2026-Q2 |
| JIM SAULNIER & ASSOCIATES, LLC trimmed | 16,371 | $2M | 0.1% | 2026-Q2 |
| Gladstone Institutional Advisory LLC added | 15,935 | $2M | 0.1% | 2026-Q2 |
| Towerpoint Wealth, LLC trimmed | 15,792 | $2M | 0.1% | 2026-Q2 |
| DAYMARK WEALTH PARTNERS, LLC trimmed | 15,744 | $2M | 0.1% | 2026-Q2 |
| KANE INVESTMENT MANAGEMENT, INC. trimmed | 15,696 | $2M | 0.1% | 2026-Q2 |
| Focus Financial Network, Inc. trimmed | 15,594 | $2M | 0.1% | 2026-Q2 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC added | 15,570 | $2M | 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.