Who owns 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-Q2 13F filings (latest filed 2026-08-19). 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 ILOW is one-sided between 2026-Q1 and 2026-Q2: 16 added or opened and 3 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
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 2026-Q1 and 2026-Q2, across 57 tracked filers holding ILOW, 30 increased or opened the position and 15 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 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 1
- Cetera Investment Advisers$866K
Full exits 3
- CWM, LLC$4M
- Independent Advisor Alliance$3M
- COMMONWEALTH EQUITY SERVICES, LLC$806K
Largest adds
- JOHNSON INVESTMENT COUNSEL INC$21M
- BBR PARTNERS, LLC$19M
- ALLIANCEBERNSTEIN L.P.$16M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$7M
- LPL Financial LLC$3M
- Stratos Wealth Partners, LTD.$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 |
|---|---|---|---|---|
| ALLIANCEBERNSTEIN L.P. added | 24,382,919 | $1.0B | 62.2% | 2026-Q2 |
| JOHNSON INVESTMENT COUNSEL INC added | 5,297,082 | $241M | 14.4% | 2026-Q2 |
| BBR PARTNERS, LLC added | 4,856,373 | $221M | 13.2% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 972,770 | $44M | 2.6% | 2026-Q2 |
| LPL Financial LLC added | 724,391 | $33M | 2.0% | 2026-Q2 |
| HB Wealth Management, LLC | 322,516 | $15M | 0.9% | 2026-Q2 |
| Stratos Wealth Partners, LTD. added | 286,343 | $13M | 0.8% | 2026-Q2 |
| KPP Advisory Services LLC added | 207,651 | $9M | 0.6% | 2026-Q2 |
| D L CARLSON INVESTMENT GROUP INC trimmed | 80,217 | $4M | 0.2% | 2026-Q2 |
| New Republic Capital, LLC trimmed | 59,521 | $3M | 0.2% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 52,016 | $2M | 0.1% | 2026-Q2 |
| Cresset Asset Management, LLC added | 49,412 | $2M | 0.1% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 48,815 | $2M | 0.1% | 2026-Q2 |
| Cornerstone Planning Group LLC trimmed | 42,921 | $2M | 0.1% | 2026-Q2 |
| CIBC Bancorp USA Inc. added | 41,243 | $2M | 0.1% | 2026-Q2 |
| GENESIS PRIVATE WEALTH, LLC added | 41,048 | $2M | 0.1% | 2026-Q2 |
| RFG - Bristol Wealth Advisors, LLC added | 38,157 | $2M | 0.1% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 28,538 | $1M | 0.1% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ | 28,039 | $1M | 0.1% | 2026-Q2 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC added | 27,467 | $1M | 0.1% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 26,858 | $1M | 0.1% | 2026-Q2 |
| Next Level Private LLC trimmed | 22,312 | $1M | 0.1% | 2026-Q2 |
| Tanglewood Legacy Advisors, LLC | 21,448 | $975K | 0.1% | 2026-Q2 |
| PNC Financial Services Group, Inc. trimmed | 21,000 | $955K | 0.1% | 2026-Q2 |
| ALTERNA WEALTH MANAGEMENT, INC | 19,941 | $907K | 0.1% | 2026-Q2 |
| Cetera Investment Advisers new | 19,057 | $866K | 0.1% | 2026-Q2 |
| Kingsview Wealth Management, LLC added | 17,227 | $783K | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 16,885 | $768K | 0.0% | 2026-Q2 |
| Keel Point, LLC | 13,849 | $630K | 0.0% | 2026-Q2 |
| RITHOLTZ WEALTH MANAGEMENT trimmed | 12,396 | $564K | 0.0% | 2026-Q2 |
| UBS Group AG added | 11,479 | $522K | 0.0% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 10,201 | $464K | 0.0% | 2026-Q2 |
| Legacy Bridge, LLC | 9,757 | $444K | 0.0% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 9,185 | $418K | 0.0% | 2026-Q2 |
| Lido Advisors, LLC | 9,184 | $418K | 0.0% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 8,679 | $393K | 0.0% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 8,558 | $389K | 0.0% | 2026-Q2 |
| Creative Planning | 7,628 | $347K | 0.0% | 2026-Q2 |
| ROYAL BANK OF CANADA | 6,470 | $294K | 0.0% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC new | 6,300 | $286K | 0.0% | 2026-Q2 |
| Next Capital Management LLC | 6,013 | $273K | 0.0% | 2026-Q2 |
| OPPENHEIMER & CO INC new | 5,822 | $265K | 0.0% | 2026-Q2 |
| Prossimo Advisors, LLC | 5,684 | $258K | 0.0% | 2026-Q2 |
| MAI Capital Management | 5,004 | $227K | 0.0% | 2026-Q2 |
| MORGAN STANLEY | 3,396 | $154K | 0.0% | 2026-Q2 |
| EVERMAY WEALTH MANAGEMENT LLC | 3,379 | $154K | 0.0% | 2026-Q2 |
| PRIVATE TRUST CO NA | 2,864 | $130K | 0.0% | 2026-Q2 |
| FIFTH THIRD BANCORP | 2,000 | $91K | 0.0% | 2026-Q2 |
| Global Retirement Partners, LLC trimmed | 1,656 | $75K | 0.0% | 2026-Q2 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC added | 1,355 | $62K | 0.0% | 2026-Q2 |
| IFG Advisory, LLC trimmed | 1,169 | $53K | 0.0% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 400 | $18K | 0.0% | 2026-Q2 |
| FMR LLC | 339 | $15K | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 300 | $14K | 0.0% | 2026-Q2 |
| NewEdge Advisors, LLC trimmed | 74 | $3K | 0.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 64 | $3K | 0.0% | 2026-Q2 |
| CoreCap Advisors, LLC | 62 | $3K | 0.0% | 2026-Q2 |
| CWM, LLC added | 85,385 | $4M | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Independent Advisor Alliance new | 67,699 | $3M | 0.2% | 2026-Q1 stale (1 quarter behind) |
| COMMONWEALTH EQUITY SERVICES, LLC added | 18,904 | $806K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Western Wealth Management, LLC new | 3,690 | $157K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Annis Gardner Whiting Capital Advisors, LLC | 508 | $22K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Advisory Services Network, LLC added | 481 | $21K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| MGO ONE SEVEN LLC added | 50,746 | $2M | 0.1% | 2025-Q4 stale (2 quarters behind) |
| TIAA TRUST, NATIONAL ASSOCIATION new | 30,465 | $1M | 0.1% | 2025-Q4 stale (2 quarters behind) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP new | 20,635 | $879K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| GTS SECURITIES LLC trimmed | 16,371 | $697K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| GOLDMAN SACHS GROUP INC new | 13,403 | $571K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| MML INVESTORS SERVICES, LLC trimmed | 9,833 | $419K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Kestra Advisory Services, LLC new | 720 | $31K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Vision Retirement, LLC new | 96 | $4K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| FLOW TRADERS U.S. LLC trimmed | 35,343 | $2M | 0.1% | 2025-Q3 stale (3 quarters behind) |
| ORBA Wealth Advisors, L.L.C. | 15,543 | $661K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Wealthspire Advisors, LLC new | 572 | $24K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Chicago Partners Investment Group LLC new | 12,500 | $528K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| Blue Trust, Inc. new | 10,132 | $422K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| Glassman Wealth Services new | 296 | $12K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
1 parent filing withheld from the table above, and from the coverage figures, to avoid listing one book twice: CIBC Private Wealth Group LLC (last filed 2025-Q4, 40,857 shares) reconciles to its 1 current affiliate (41,243 shares) — 0.945% apart.
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.