Who owns ILOW (ILOW)
Which tracked institutional funds hold ILOW, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See ILOW 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
12 tracked funds added or opened ILOW while 15 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
ILOW’s largest tracked holder by dollar value, ALLIANCEBERNSTEIN L.P., 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 ILOW 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 55 tracked filers holding ILOW, 25 increased or opened the position and 30 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 ILOW 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 4
- Independent Advisor Alliance$3M
- CIBC Bancorp USA Inc.$2M
- TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC$1M
- Cresset Asset Management, LLC$1M
Full exits 7
- IFG Advisory, LLC$3M
- MGO ONE SEVEN LLC$2M
- CIBC Private Wealth Group LLC$2M
- TIAA TRUST, NATIONAL ASSOCIATION$1M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$879K
- GTS SECURITIES LLC$697K
Largest adds
- ALLIANCEBERNSTEIN L.P.$50M
- BBR PARTNERS, LLC$20M
- JOHNSON INVESTMENT COUNSEL INC$11M
- LPL Financial LLC$5M
- KPP Advisory Services LLC$3M
- Stratos Wealth Partners, LTD.$2M
Largest trims
- JANE STREET GROUP, LLC$21M
- HB Wealth Management, LLC$3M
- RAYMOND JAMES FINANCIAL INC$2M
- BANK OF MONTREAL /CAN/$947K
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$904K
- JPMORGAN CHASE & CO$722K
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 |
|---|---|---|---|---|
| ALLIANCEBERNSTEIN L.P. added | 24,056,619 | $1.0B | 64.1% | 2026-Q1 |
| JOHNSON INVESTMENT COUNSEL INC added | 5,150,773 | $220M | 13.7% | 2026-Q1 |
| BBR PARTNERS, LLC added | 4,728,198 | $202M | 12.6% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 872,221 | $37M | 2.3% | 2026-Q1 |
| LPL Financial LLC added | 704,398 | $30M | 1.9% | 2026-Q1 |
| HB Wealth Management, LLC trimmed | 322,516 | $14M | 0.9% | 2026-Q1 |
| Stratos Wealth Partners, LTD. added | 273,351 | $12M | 0.7% | 2026-Q1 |
| KPP Advisory Services LLC added | 192,059 | $8M | 0.5% | 2026-Q1 |
| CWM, LLC added | 85,385 | $4M | 0.2% | 2026-Q1 |
| D L CARLSON INVESTMENT GROUP INC trimmed | 84,033 | $4M | 0.2% | 2026-Q1 |
| Independent Advisor Alliance new | 67,699 | $3M | 0.2% | 2026-Q1 |
| New Republic Capital, LLC | 61,784 | $3M | 0.2% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 51,483 | $2M | 0.1% | 2026-Q1 |
| Cornerstone Planning Group LLC added | 42,922 | $2M | 0.1% | 2026-Q1 |
| CIBC Bancorp USA Inc. new | 39,394 | $2M | 0.1% | 2026-Q1 |
| RFG - Bristol Wealth Advisors, LLC trimmed | 35,755 | $2M | 0.1% | 2026-Q1 |
| GENESIS PRIVATE WEALTH, LLC added | 31,094 | $1M | 0.1% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ trimmed | 28,039 | $1M | 0.1% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 27,525 | $1M | 0.1% | 2026-Q1 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC new | 26,987 | $1M | 0.1% | 2026-Q1 |
| Cresset Asset Management, LLC new | 26,192 | $1M | 0.1% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 25,937 | $1M | 0.1% | 2026-Q1 |
| Next Level Private LLC added | 22,737 | $970K | 0.1% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. trimmed | 22,000 | $939K | 0.1% | 2026-Q1 |
| Tanglewood Legacy Advisors, LLC | 21,448 | $915K | 0.1% | 2026-Q1 |
| ALTERNA WEALTH MANAGEMENT, INC trimmed | 19,941 | $851K | 0.1% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 18,904 | $806K | 0.1% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 15,962 | $681K | 0.0% | 2026-Q1 |
| RITHOLTZ WEALTH MANAGEMENT trimmed | 13,222 | $564K | 0.0% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC new | 11,006 | $470K | 0.0% | 2026-Q1 |
| Legacy Bridge, LLC new | 9,757 | $416K | 0.0% | 2026-Q1 |
| Lido Advisors, LLC | 9,184 | $392K | 0.0% | 2026-Q1 |
| Kingsview Wealth Management, LLC new | 8,944 | $382K | 0.0% | 2026-Q1 |
| Rockefeller Capital Management L.P. | 8,556 | $365K | 0.0% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 8,613 | $356K | 0.0% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS | 8,174 | $349K | 0.0% | 2026-Q1 |
| Creative Planning | 7,628 | $325K | 0.0% | 2026-Q1 |
| ROYAL BANK OF CANADA | 6,470 | $276K | 0.0% | 2026-Q1 |
| Next Capital Management LLC | 6,013 | $257K | 0.0% | 2026-Q1 |
| Prossimo Advisors, LLC new | 5,684 | $242K | 0.0% | 2026-Q1 |
| MAI Capital Management new | 5,004 | $213K | 0.0% | 2026-Q1 |
| Western Wealth Management, LLC new | 3,690 | $157K | 0.0% | 2026-Q1 |
| MORGAN STANLEY trimmed | 3,396 | $145K | 0.0% | 2026-Q1 |
| EVERMAY WEALTH MANAGEMENT LLC trimmed | 3,379 | $144K | 0.0% | 2026-Q1 |
| PRIVATE TRUST CO NA trimmed | 2,864 | $122K | 0.0% | 2026-Q1 |
| FIFTH THIRD BANCORP trimmed | 2,000 | $85K | 0.0% | 2026-Q1 |
| UBS Group AG trimmed | 1,779 | $76K | 0.0% | 2026-Q1 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC trimmed | 1,000 | $44K | 0.0% | 2026-Q1 |
| Annis Gardner Whiting Capital Advisors, LLC | 508 | $22K | 0.0% | 2026-Q1 |
| Advisory Services Network, LLC added | 481 | $21K | 0.0% | 2026-Q1 |
| FMR LLC | 339 | $14K | 0.0% | 2026-Q1 |
| Farther Finance Advisors, LLC trimmed | 250 | $11K | 0.0% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 130 | $6K | 0.0% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN | 111 | $5K | 0.0% | 2026-Q1 |
| CoreCap Advisors, LLC | 62 | $3K | 0.0% | 2026-Q1 |
| IFG Advisory, LLC new | 65,242 | $3M | 0.2% | 2025-Q4 stale |
| MGO ONE SEVEN LLC added | 50,746 | $2M | 0.1% | 2025-Q4 stale |
| CIBC Private Wealth Group LLC added | 40,857 | $2M | 0.1% | 2025-Q4 stale |
| FLOW TRADERS U.S. LLC trimmed | 35,343 | $2M | 0.1% | 2025-Q3 stale |
| TIAA TRUST, NATIONAL ASSOCIATION new | 30,465 | $1M | 0.1% | 2025-Q4 stale |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP new | 20,635 | $879K | 0.1% | 2025-Q4 stale |
| GTS SECURITIES LLC trimmed | 16,371 | $697K | 0.0% | 2025-Q4 stale |
| ORBA Wealth Advisors, L.L.C. | 15,543 | $661K | 0.0% | 2025-Q3 stale |
| GOLDMAN SACHS GROUP INC new | 13,403 | $571K | 0.0% | 2025-Q4 stale |
| Chicago Partners Investment Group LLC new | 12,500 | $528K | 0.0% | 2025-Q2 stale |
| Blue Trust, Inc. new | 10,132 | $422K | 0.0% | 2025-Q2 stale |
| MML INVESTORS SERVICES, LLC trimmed | 9,833 | $419K | 0.0% | 2025-Q4 stale |
| SAGESPRING WEALTH PARTNERS, LLC new | 6,313 | $233K | 0.0% | 2025-Q1 stale |
| Global Retirement Partners, LLC added | 1,668 | $71K | 0.0% | 2025-Q4 stale |
| Kestra Advisory Services, LLC new | 720 | $31K | 0.0% | 2025-Q4 stale |
| Wealthspire Advisors, LLC new | 572 | $24K | 0.0% | 2025-Q3 stale |
| Glassman Wealth Services new | 296 | $12K | 0.0% | 2025-Q2 stale |
| NewEdge Advisors, LLC | 105 | $4K | 0.0% | 2025-Q4 stale |
| Vision Retirement, LLC new | 96 | $4K | 0.0% | 2025-Q4 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 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.