Who owns ILCV (ILCV)
Which tracked institutional funds hold ILCV, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See ILCV 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
30 tracked funds added or opened ILCV while 19 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
ILCV’s largest tracked holder by dollar value, Steele Capital Management, Inc., sizes it at 2.6% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 2.5pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in ILCV 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 191 tracked filers holding ILCV, 108 increased or opened the position and 60 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 ILCV 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 10
- Systelligence, LLC$11M
- Tandem Financial, LLC$8M
- AssuredPartners Investment Advisors, LLC$5M
- Sigma Planning Corp$5M
- Apex Wealth Management, LLC$5M
- ASHTON THOMAS SECURITIES, LLC$3M
Full exits 6
- Dentgroup LLC$3M
- Global View Capital Management LLC$3M
- Edge Financial Advisors LLC$2M
- Global Retirement Partners, LLC$1M
- COMERICA BANK$1M
- NewEdge Advisors, LLC$623K
Largest adds
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$12M
- Corient Private Wealth LLC$10M
- RAYMOND JAMES FINANCIAL INC$5M
- ABSOLUTE CAPITAL MANAGEMENT, LLC$5M
- Kingsview Wealth Management, LLC$5M
- JPMORGAN CHASE & CO$3M
Largest trims
- BANK OF AMERICA CORP /DE/$23M
- UBS Group AG$10M
- GOLDMAN SACHS GROUP INC$6M
- Janney Montgomery Scott LLC$2M
- Orion Porfolio Solutions, LLC$2M
- MORGAN STANLEY$1M
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 |
|---|---|---|---|---|
| Steele Capital Management, Inc. added | 670,175 | $62M | 7.3% | 2026-Q1 |
| Matrix Trust Co added | 666,400 | $62M | 7.3% | 2026-Q1 |
| Equitable Holdings, Inc. added | 619,140 | $58M | 6.8% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 621,165 | $58M | 6.8% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 461,353 | $43M | 5.0% | 2026-Q1 |
| UBS Group AG trimmed | 436,777 | $41M | 4.8% | 2026-Q1 |
| LPL Financial LLC added | 428,345 | $40M | 4.7% | 2026-Q1 |
| MORGAN STANLEY trimmed | 351,968 | $33M | 3.8% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 323,759 | $30M | 3.5% | 2026-Q1 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV trimmed | 238,624 | $22M | 2.6% | 2026-Q1 |
| AlphaCore Capital LLC trimmed | 234,129 | $22M | 2.5% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 217,765 | $20M | 2.4% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 213,510 | $20M | 2.3% | 2026-Q1 |
| Cetera Investment Advisers added | 197,023 | $18M | 2.1% | 2026-Q1 |
| Northwest Wealth Advisors, LLC added | 154,510 | $14M | 1.7% | 2026-Q1 |
| Lauer Wealth, LLC added | 143,906 | $14M | 1.6% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 138,049 | $13M | 1.5% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 129,284 | $12M | 1.4% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 125,388 | $12M | 1.4% | 2026-Q1 |
| Systelligence, LLC new | 122,186 | $11M | 1.3% | 2026-Q1 |
| Corient Private Wealth LLC added | 117,759 | $11M | 1.3% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 112,437 | $10M | 1.2% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 110,482 | $10M | 1.2% | 2026-Q1 |
| BARRETT & COMPANY, INC. trimmed | 93,588 | $9M | 1.0% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 92,487 | $9M | 1.0% | 2026-Q1 |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC trimmed | 87,592 | $8M | 1.0% | 2026-Q1 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC added | 83,900 | $8M | 0.9% | 2026-Q1 |
| Tandem Financial, LLC added | 80,837 | $8M | 0.9% | 2026-Q1 |
| NorthStar Asset Management LLC /NJ/ added | 73,224 | $7M | 0.8% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 60,452 | $6M | 0.7% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 58,883 | $5M | 0.6% | 2026-Q1 |
| AssuredPartners Investment Advisors, LLC new | 56,112 | $5M | 0.6% | 2026-Q1 |
| Sheridan Capital Management, LLC added | 55,639 | $5M | 0.6% | 2026-Q1 |
| Kingsview Wealth Management, LLC added | 55,292 | $5M | 0.6% | 2026-Q1 |
| Janney Montgomery Scott LLC trimmed | 54,207 | $5M | 0.6% | 2026-Q1 |
| Sigma Planning Corp new | 53,116 | $5M | 0.6% | 2026-Q1 |
| Apex Wealth Management, LLC added | 51,195 | $5M | 0.6% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 44,817 | $4M | 0.5% | 2026-Q1 |
| MATHER GROUP, LLC. | 37,891 | $4M | 0.4% | 2026-Q1 |
| Mariner, LLC trimmed | 37,506 | $3M | 0.4% | 2026-Q1 |
| Strategic Blueprint, LLC added | 35,922 | $3M | 0.4% | 2026-Q1 |
| JIM SAULNIER & ASSOCIATES, LLC trimmed | 35,164 | $3M | 0.4% | 2026-Q1 |
| Madison Wealth Partners, Inc added | 35,064 | $3M | 0.4% | 2026-Q1 |
| Prime Capital Investment Advisors, LLC added | 32,447 | $3M | 0.4% | 2026-Q1 |
| ASHTON THOMAS SECURITIES, LLC trimmed | 28,232 | $3M | 0.3% | 2026-Q1 |
| Baird Financial Group, Inc. trimmed | 24,421 | $2M | 0.3% | 2026-Q1 |
| OneDigital Investment Advisors LLC added | 22,223 | $2M | 0.2% | 2026-Q1 |
| CWM, LLC trimmed | 21,951 | $2M | 0.2% | 2026-Q1 |
| Asset One Wealth Management LLC | 20,702 | $2M | 0.2% | 2026-Q1 |
| Savant Capital, LLC trimmed | 21,409 | $2M | 0.2% | 2026-Q1 |
| Van Diest Capital, LLC added | 21,003 | $2M | 0.2% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 20,774 | $2M | 0.2% | 2026-Q1 |
| FLAGSHIP HARBOR ADVISORS, LLC trimmed | 18,620 | $2M | 0.2% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 17,972 | $2M | 0.2% | 2026-Q1 |
| GenWealth Group, Inc. trimmed | 17,495 | $2M | 0.2% | 2026-Q1 |
| Asempa Wealth Advisors trimmed | 17,423 | $2M | 0.2% | 2026-Q1 |
| Caliber Wealth Management, LLC / KS added | 15,912 | $1M | 0.2% | 2026-Q1 |
| TRUIST FINANCIAL CORP trimmed | 15,664 | $1M | 0.2% | 2026-Q1 |
| Brand Asset Management Group, Inc. trimmed | 14,959 | $1M | 0.2% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 14,048 | $1M | 0.2% | 2026-Q1 |
| Ellis Investment Partners, LLC trimmed | 13,797 | $1M | 0.2% | 2026-Q1 |
| Horst & Graben Wealth Management LLC added | 12,857 | $1M | 0.1% | 2026-Q1 |
| FIFTH THIRD BANCORP new | 12,891 | $1M | 0.1% | 2026-Q1 |
| Verum Partners LLC | 12,400 | $1M | 0.1% | 2026-Q1 |
| OPPENHEIMER & CO INC new | 12,261 | $1M | 0.1% | 2026-Q1 |
| CITIGROUP INC added | 12,212 | $1M | 0.1% | 2026-Q1 |
| Stratos Wealth Partners, LTD. added | 12,196 | $1M | 0.1% | 2026-Q1 |
| Ipsen Advisor Group LLC trimmed | 11,622 | $1M | 0.1% | 2026-Q1 |
| FMR LLC added | 11,412 | $1M | 0.1% | 2026-Q1 |
| SAXON INTERESTS, INC. | 11,283 | $1M | 0.1% | 2026-Q1 |
| Waverly Advisors, LLC | 11,060 | $1M | 0.1% | 2026-Q1 |
| HB Wealth Management, LLC | 10,674 | $994K | 0.1% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 10,458 | $974K | 0.1% | 2026-Q1 |
| Detalus Advisors, LLC added | 10,373 | $966K | 0.1% | 2026-Q1 |
| Orion Porfolio Solutions, LLC trimmed | 10,027 | $934K | 0.1% | 2026-Q1 |
| Lido Advisors, LLC added | 9,970 | $929K | 0.1% | 2026-Q1 |
| ANB BANK trimmed | 9,760 | $909K | 0.1% | 2026-Q1 |
| Key Financial Inc added | 9,482 | $883K | 0.1% | 2026-Q1 |
| Shared Vision Wealth Group LLC added | 9,103 | $848K | 0.1% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 8,905 | $829K | 0.1% | 2026-Q1 |
| Proactive Wealth Strategies LLC added | 8,844 | $824K | 0.1% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 9,005 | $823K | 0.1% | 2026-Q1 |
| Chesley Taft & Associates LLC | 8,742 | $814K | 0.1% | 2026-Q1 |
| Cedar Point Capital Partners, LLC added | 8,085 | $753K | 0.1% | 2026-Q1 |
| Perennial Investment Advisors, LLC added | 7,263 | $676K | 0.1% | 2026-Q1 |
| Key Capital Management, INC added | 7,161 | $667K | 0.1% | 2026-Q1 |
| One Wealth Advisors, LLC added | 7,144 | $665K | 0.1% | 2026-Q1 |
| SPC Financial, Inc. trimmed | 245,889 | $22M | 2.6% | 2025-Q3 stale |
| AVANTAX ADVISORY SERVICES, INC. added | 135,984 | $11M | 1.3% | 2025-Q2 stale |
| Dentgroup LLC added | 31,611 | $3M | 0.3% | 2025-Q4 stale |
| Global View Capital Management LLC new | 28,382 | $3M | 0.3% | 2025-Q4 stale |
| Edge Financial Advisors LLC added | 21,363 | $2M | 0.2% | 2025-Q4 stale |
| Global Retirement Partners, LLC added | 13,437 | $1M | 0.1% | 2025-Q4 stale |
| COMERICA BANK trimmed | 13,337 | $1M | 0.1% | 2025-Q4 stale |
| Orion Portfolio Solutions, LLC added | 15,283 | $1M | 0.1% | 2025-Q1 stale |
| Atria Wealth Solutions, Inc. added | 14,036 | $1M | 0.1% | 2025-Q2 stale |
| Full Sail Capital, LLC | 12,977 | $1M | 0.1% | 2025-Q3 stale |
| GTS SECURITIES LLC trimmed | 11,422 | $952K | 0.1% | 2025-Q2 stale |
| Robertson Stephens Wealth Management, LLC new | 10,016 | $835K | 0.1% | 2025-Q2 stale |
| MONOGRAPH WEALTH ADVISORS, LLC new | 8,915 | $743K | 0.1% | 2025-Q2 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.