Skip to main content Skip to main content
Institutional Ownership · SEC Form 13F

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.

55
Institutional holders
37,183,600
Shares held (tracked funds)

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).

FundSharesReported value% of valueQuarter
ALLIANCEBERNSTEIN L.P. added24,056,619$1.0B64.1%2026-Q1
JOHNSON INVESTMENT COUNSEL INC added5,150,773$220M13.7%2026-Q1
BBR PARTNERS, LLC added4,728,198$202M12.6%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added872,221$37M2.3%2026-Q1
LPL Financial LLC added704,398$30M1.9%2026-Q1
HB Wealth Management, LLC trimmed322,516$14M0.9%2026-Q1
Stratos Wealth Partners, LTD. added273,351$12M0.7%2026-Q1
KPP Advisory Services LLC added192,059$8M0.5%2026-Q1
CWM, LLC added85,385$4M0.2%2026-Q1
D L CARLSON INVESTMENT GROUP INC trimmed84,033$4M0.2%2026-Q1
Independent Advisor Alliance new67,699$3M0.2%2026-Q1
New Republic Capital, LLC61,784$3M0.2%2026-Q1
JANE STREET GROUP, LLC trimmed51,483$2M0.1%2026-Q1
Cornerstone Planning Group LLC added42,922$2M0.1%2026-Q1
CIBC Bancorp USA Inc. new39,394$2M0.1%2026-Q1
RFG - Bristol Wealth Advisors, LLC trimmed35,755$2M0.1%2026-Q1
GENESIS PRIVATE WEALTH, LLC added31,094$1M0.1%2026-Q1
BANK OF MONTREAL /CAN/ trimmed28,039$1M0.1%2026-Q1
ENVESTNET ASSET MANAGEMENT INC trimmed27,525$1M0.1%2026-Q1
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC new26,987$1M0.1%2026-Q1
Cresset Asset Management, LLC new26,192$1M0.1%2026-Q1
RAYMOND JAMES FINANCIAL INC trimmed25,937$1M0.1%2026-Q1
Next Level Private LLC added22,737$970K0.1%2026-Q1
PNC FINANCIAL SERVICES GROUP, INC. trimmed22,000$939K0.1%2026-Q1
Tanglewood Legacy Advisors, LLC21,448$915K0.1%2026-Q1
ALTERNA WEALTH MANAGEMENT, INC trimmed19,941$851K0.1%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC added18,904$806K0.1%2026-Q1
CITADEL ADVISORS LLC trimmed15,962$681K0.0%2026-Q1
RITHOLTZ WEALTH MANAGEMENT trimmed13,222$564K0.0%2026-Q1
AQR CAPITAL MANAGEMENT LLC new11,006$470K0.0%2026-Q1
Legacy Bridge, LLC new9,757$416K0.0%2026-Q1
Lido Advisors, LLC9,184$392K0.0%2026-Q1
Kingsview Wealth Management, LLC new8,944$382K0.0%2026-Q1
Rockefeller Capital Management L.P.8,556$365K0.0%2026-Q1
JPMORGAN CHASE & CO trimmed8,613$356K0.0%2026-Q1
CAPTRUST FINANCIAL ADVISORS8,174$349K0.0%2026-Q1
Creative Planning7,628$325K0.0%2026-Q1
ROYAL BANK OF CANADA6,470$276K0.0%2026-Q1
Next Capital Management LLC6,013$257K0.0%2026-Q1
Prossimo Advisors, LLC new5,684$242K0.0%2026-Q1
MAI Capital Management new5,004$213K0.0%2026-Q1
Western Wealth Management, LLC new3,690$157K0.0%2026-Q1
MORGAN STANLEY trimmed3,396$145K0.0%2026-Q1
EVERMAY WEALTH MANAGEMENT LLC trimmed3,379$144K0.0%2026-Q1
PRIVATE TRUST CO NA trimmed2,864$122K0.0%2026-Q1
FIFTH THIRD BANCORP trimmed2,000$85K0.0%2026-Q1
UBS Group AG trimmed1,779$76K0.0%2026-Q1
BARTLETT & CO. WEALTH MANAGEMENT LLC trimmed1,000$44K0.0%2026-Q1
Annis Gardner Whiting Capital Advisors, LLC508$22K0.0%2026-Q1
Advisory Services Network, LLC added481$21K0.0%2026-Q1
FMR LLC339$14K0.0%2026-Q1
Farther Finance Advisors, LLC trimmed250$11K0.0%2026-Q1
OSAIC HOLDINGS, INC. added130$6K0.0%2026-Q1
WELLS FARGO & COMPANY/MN111$5K0.0%2026-Q1
CoreCap Advisors, LLC62$3K0.0%2026-Q1
IFG Advisory, LLC new65,242$3M0.2%2025-Q4 stale
MGO ONE SEVEN LLC added50,746$2M0.1%2025-Q4 stale
CIBC Private Wealth Group LLC added40,857$2M0.1%2025-Q4 stale
FLOW TRADERS U.S. LLC trimmed35,343$2M0.1%2025-Q3 stale
TIAA TRUST, NATIONAL ASSOCIATION new30,465$1M0.1%2025-Q4 stale
SUSQUEHANNA INTERNATIONAL GROUP, LLP new20,635$879K0.1%2025-Q4 stale
GTS SECURITIES LLC trimmed16,371$697K0.0%2025-Q4 stale
ORBA Wealth Advisors, L.L.C.15,543$661K0.0%2025-Q3 stale
GOLDMAN SACHS GROUP INC new13,403$571K0.0%2025-Q4 stale
Chicago Partners Investment Group LLC new12,500$528K0.0%2025-Q2 stale
Blue Trust, Inc. new10,132$422K0.0%2025-Q2 stale
MML INVESTORS SERVICES, LLC trimmed9,833$419K0.0%2025-Q4 stale
SAGESPRING WEALTH PARTNERS, LLC new6,313$233K0.0%2025-Q1 stale
Global Retirement Partners, LLC added1,668$71K0.0%2025-Q4 stale
Kestra Advisory Services, LLC new720$31K0.0%2025-Q4 stale
Wealthspire Advisors, LLC new572$24K0.0%2025-Q3 stale
Glassman Wealth Services new296$12K0.0%2025-Q2 stale
NewEdge Advisors, LLC105$4K0.0%2025-Q4 stale
Vision Retirement, LLC new96$4K0.0%2025-Q4 stale
CONCOURSE FINANCIAL GROUP SECURITIES, INC.00.0%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.

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