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Institutional Ownership · SEC Form 13F

Who owns ISCF (ISCF)


Which tracked institutional funds hold ISCF, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See ISCF 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.

137
Institutional holders
10,075,255
Shares held (tracked funds)

How the tape is positioned

28 tracked funds added or opened ISCF while 10 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

ISCF’s largest tracked holder by dollar value, Main Street Research LLC, sizes it at 4.8% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 4.7pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in ISCF 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 137 tracked filers holding ISCF, 74 increased or opened the position and 46 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 ISCF 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 7

  • TRB Wealth Management, LLC$16M
  • SouthState Bank Corp$7M
  • JANE STREET GROUP, LLC$4M
  • BENJAMIN EDWARDS INC$2M
  • Mariner, LLC$630K
  • Independent Advisor Alliance$616K

Full exits 3

  • AllGen Financial Advisors, Inc.$3M
  • Edge Financial Advisors LLC$2M
  • CITADEL ADVISORS LLC$544K

Largest adds

  • STIFEL FINANCIAL CORP$4M
  • Systelligence, LLC$4M
  • LPL Financial LLC$4M
  • Main Street Research LLC$3M
  • Larson Financial Group LLC$2M
  • Janney Montgomery Scott LLC$2M

Largest trims

  • NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$14M
  • Modern Wealth Management, LLC$1M
  • Ethos Financial Group, LLC$915K
  • Phoenix Wealth Advisors$911K
  • EXCHANGE TRADED CONCEPTS, LLC$711K
  • Capital Advisors, Ltd. LLC$601K

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
Main Street Research LLC added1,958,627$82M19.3%2026-Q1
LPL Financial LLC added711,625$30M7.0%2026-Q1
EVOLVE PRIVATE WEALTH, LLC added647,545$27M6.4%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added407,626$17M4.0%2026-Q1
Larson Financial Group LLC added383,573$16M3.8%2026-Q1
TRB Wealth Management, LLC new382,319$16M3.8%2026-Q1
Modern Wealth Management, LLC trimmed282,349$12M2.8%2026-Q1
Causey Wealth LLC trimmed273,860$11M2.7%2026-Q1
Phoenix Wealth Advisors trimmed262,181$11M2.6%2026-Q1
Janney Montgomery Scott LLC added257,086$11M2.5%2026-Q1
Financial Strategies Group, Inc. added222,638$10M2.3%2026-Q1
Eagle Strategies LLC added181,789$8M1.8%2026-Q1
COURIER CAPITAL LLC added180,890$8M1.8%2026-Q1
Cetera Investment Advisers added179,253$7M1.8%2026-Q1
Systelligence, LLC added165,457$7M1.6%2026-Q1
SouthState Bank Corp new163,270$7M1.6%2026-Q1
McAdam, LLC trimmed158,851$7M1.6%2026-Q1
Beacon Pointe Advisors, LLC added148,548$6M1.5%2026-Q1
Advisors Capital Management, LLC added146,005$6M1.4%2026-Q1
STIFEL FINANCIAL CORP added142,736$6M1.4%2026-Q1
EXCHANGE TRADED CONCEPTS, LLC trimmed140,332$6M1.4%2026-Q1
Cerity Partners LLC added132,959$6M1.3%2026-Q1
Beaird Harris Wealth Management, LLC trimmed128,925$5M1.3%2026-Q1
Bedel Financial Consulting, Inc. added121,055$5M1.2%2026-Q1
Bell Investment Advisors, Inc trimmed108,835$5M1.1%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC added98,278$4M1.0%2026-Q1
MML INVESTORS SERVICES, LLC trimmed91,699$4M0.9%2026-Q1
JANE STREET GROUP, LLC added91,202$4M0.9%2026-Q1
White Wing Wealth Management added85,631$4M0.8%2026-Q1
HighTower Advisors, LLC trimmed83,128$3M0.8%2026-Q1
Financial Freedom, LLC added72,081$3M0.7%2026-Q1
ENVESTNET ASSET MANAGEMENT INC trimmed70,949$3M0.7%2026-Q1
BANK OF AMERICA CORP /DE/ added70,595$3M0.7%2026-Q1
Intrua Financial, LLC added61,363$3M0.6%2026-Q1
Williams & Novak, LLC added58,374$2M0.6%2026-Q1
Farther Finance Advisors, LLC added57,542$2M0.6%2026-Q1
OSAIC HOLDINGS, INC. added56,531$2M0.6%2026-Q1
JBF Capital, Inc.56,312$2M0.6%2026-Q1
MERCER GLOBAL ADVISORS INC /ADV added53,983$2M0.5%2026-Q1
Glass Jacobson Investment Advisors llc added44,337$2M0.4%2026-Q1
RAYMOND JAMES FINANCIAL INC added40,135$2M0.4%2026-Q1
BENJAMIN EDWARDS INC new39,806$2M0.4%2026-Q1
Bank of New York Mellon Corp added36,038$2M0.4%2026-Q1
Waverly Advisors, LLC35,101$1M0.3%2026-Q1
Breakwater Capital Group added34,941$1M0.3%2026-Q1
Modera Wealth Management, LLC34,684$1M0.3%2026-Q1
KWB Wealth trimmed34,149$1M0.3%2026-Q1
&PARTNERS trimmed32,108$1M0.3%2026-Q1
Horizon Investment Services, LLC added31,468$1M0.3%2026-Q1
Certified Advisory Corp trimmed29,960$1M0.3%2026-Q1
VISTA INVESTMENT MANAGEMENT added29,781$1M0.3%2026-Q1
Cambridge Investment Research Advisors, Inc. added26,946$1M0.3%2026-Q1
Montis Financial, LLC added26,102$1M0.3%2026-Q1
Chicago Partners Investment Group LLC24,437$1M0.3%2026-Q1
Longview Financial Advisors, Inc. trimmed25,059$1M0.2%2026-Q1
Equitable Holdings, Inc. trimmed24,264$1M0.2%2026-Q1
J.W. COLE ADVISORS, INC. trimmed22,823$954K0.2%2026-Q1
Faithward Advisors, LLC added22,637$946K0.2%2026-Q1
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. trimmed22,121$924K0.2%2026-Q1
RHS Financial, LLC trimmed20,509$857K0.2%2026-Q1
Stonebridge Wealth Management, LLC trimmed19,277$806K0.2%2026-Q1
CAPTRUST FINANCIAL ADVISORS added18,606$778K0.2%2026-Q1
RED REEF ADVISORS LLC added17,571$734K0.2%2026-Q1
D.A. DAVIDSON & CO. added17,391$727K0.2%2026-Q1
Index Fund Advisors, Inc.16,918$707K0.2%2026-Q1
Integrated Wealth Concepts LLC trimmed16,327$682K0.2%2026-Q1
Mariner, LLC new15,071$630K0.1%2026-Q1
Independent Advisor Alliance trimmed14,750$616K0.1%2026-Q1
Arkadios Wealth Advisors added14,575$609K0.1%2026-Q1
Narus Financial Partners, LLC added13,615$569K0.1%2026-Q1
Advyzon Investment Management, LLC added13,432$561K0.1%2026-Q1
Focus Partners Wealth added13,242$553K0.1%2026-Q1
Focus Financial Network, Inc. added12,934$541K0.1%2026-Q1
RWA WEALTH PARTNERS, LLC trimmed12,097$506K0.1%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed12,011$502K0.1%2026-Q1
GREAT VALLEY ADVISOR GROUP, INC.11,949$499K0.1%2026-Q1
Perigon Wealth Management, LLC trimmed11,943$499K0.1%2026-Q1
MOLLER WEALTH PARTNERS trimmed11,906$498K0.1%2026-Q1
ARBOR CAPITAL MANAGEMENT INC /ADV added10,803$479K0.1%2026-Q1
EXENCIAL WEALTH ADVISORS, LLC10,690$447K0.1%2026-Q1
Merit Financial Group, LLC trimmed10,158$425K0.1%2026-Q1
VANCE WEALTH, LLC10,136$424K0.1%2026-Q1
FLYNN ZITO CAPITAL MANAGEMENT, LLC added10,073$421K0.1%2026-Q1
TCI Wealth Advisors, Inc. trimmed10,063$421K0.1%2026-Q1
AQR CAPITAL MANAGEMENT LLC added10,000$418K0.1%2026-Q1
Ariadne Wealth Management, LP trimmed9,498$397K0.1%2026-Q1
JPMORGAN CHASE & CO trimmed9,625$391K0.1%2026-Q1
Creative Planning added9,333$390K0.1%2026-Q1
Fortis Capital Advisors, LLC added9,251$387K0.1%2026-Q1
Belpointe Asset Management LLC added9,251$387K0.1%2026-Q1
ROYAL BANK OF CANADA added9,188$384K0.1%2026-Q1
BROWN ADVISORY INC added8,530$356K0.1%2026-Q1
SENTINEL PENSION ADVISORS, LLC trimmed8,356$349K0.1%2026-Q1
Dynamic Financial Group added8,118$339K0.1%2026-Q1
AllGen Financial Advisors, Inc. trimmed71,322$3M0.7%2025-Q4 stale
Edge Financial Advisors LLC added38,631$2M0.4%2025-Q4 stale
FLOW TRADERS U.S. LLC added37,793$1M0.3%2025-Q1 stale
CITADEL ADVISORS LLC trimmed13,121$544K0.1%2025-Q4 stale
BSW Wealth Partners trimmed14,729$496K0.1%2025-Q1 stale
SAX WEALTH ADVISORS, LLC new8,541$354K0.1%2025-Q4 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