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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Main Street Research LLC added | 1,958,627 | $82M | 19.3% | 2026-Q1 |
| LPL Financial LLC added | 711,625 | $30M | 7.0% | 2026-Q1 |
| EVOLVE PRIVATE WEALTH, LLC added | 647,545 | $27M | 6.4% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 407,626 | $17M | 4.0% | 2026-Q1 |
| Larson Financial Group LLC added | 383,573 | $16M | 3.8% | 2026-Q1 |
| TRB Wealth Management, LLC new | 382,319 | $16M | 3.8% | 2026-Q1 |
| Modern Wealth Management, LLC trimmed | 282,349 | $12M | 2.8% | 2026-Q1 |
| Causey Wealth LLC trimmed | 273,860 | $11M | 2.7% | 2026-Q1 |
| Phoenix Wealth Advisors trimmed | 262,181 | $11M | 2.6% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 257,086 | $11M | 2.5% | 2026-Q1 |
| Financial Strategies Group, Inc. added | 222,638 | $10M | 2.3% | 2026-Q1 |
| Eagle Strategies LLC added | 181,789 | $8M | 1.8% | 2026-Q1 |
| COURIER CAPITAL LLC added | 180,890 | $8M | 1.8% | 2026-Q1 |
| Cetera Investment Advisers added | 179,253 | $7M | 1.8% | 2026-Q1 |
| Systelligence, LLC added | 165,457 | $7M | 1.6% | 2026-Q1 |
| SouthState Bank Corp new | 163,270 | $7M | 1.6% | 2026-Q1 |
| McAdam, LLC trimmed | 158,851 | $7M | 1.6% | 2026-Q1 |
| Beacon Pointe Advisors, LLC added | 148,548 | $6M | 1.5% | 2026-Q1 |
| Advisors Capital Management, LLC added | 146,005 | $6M | 1.4% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 142,736 | $6M | 1.4% | 2026-Q1 |
| EXCHANGE TRADED CONCEPTS, LLC trimmed | 140,332 | $6M | 1.4% | 2026-Q1 |
| Cerity Partners LLC added | 132,959 | $6M | 1.3% | 2026-Q1 |
| Beaird Harris Wealth Management, LLC trimmed | 128,925 | $5M | 1.3% | 2026-Q1 |
| Bedel Financial Consulting, Inc. added | 121,055 | $5M | 1.2% | 2026-Q1 |
| Bell Investment Advisors, Inc trimmed | 108,835 | $5M | 1.1% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 98,278 | $4M | 1.0% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 91,699 | $4M | 0.9% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 91,202 | $4M | 0.9% | 2026-Q1 |
| White Wing Wealth Management added | 85,631 | $4M | 0.8% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 83,128 | $3M | 0.8% | 2026-Q1 |
| Financial Freedom, LLC added | 72,081 | $3M | 0.7% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 70,949 | $3M | 0.7% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 70,595 | $3M | 0.7% | 2026-Q1 |
| Intrua Financial, LLC added | 61,363 | $3M | 0.6% | 2026-Q1 |
| Williams & Novak, LLC added | 58,374 | $2M | 0.6% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 57,542 | $2M | 0.6% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 56,531 | $2M | 0.6% | 2026-Q1 |
| JBF Capital, Inc. | 56,312 | $2M | 0.6% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV added | 53,983 | $2M | 0.5% | 2026-Q1 |
| Glass Jacobson Investment Advisors llc added | 44,337 | $2M | 0.4% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 40,135 | $2M | 0.4% | 2026-Q1 |
| BENJAMIN EDWARDS INC new | 39,806 | $2M | 0.4% | 2026-Q1 |
| Bank of New York Mellon Corp added | 36,038 | $2M | 0.4% | 2026-Q1 |
| Waverly Advisors, LLC | 35,101 | $1M | 0.3% | 2026-Q1 |
| Breakwater Capital Group added | 34,941 | $1M | 0.3% | 2026-Q1 |
| Modera Wealth Management, LLC | 34,684 | $1M | 0.3% | 2026-Q1 |
| KWB Wealth trimmed | 34,149 | $1M | 0.3% | 2026-Q1 |
| &PARTNERS trimmed | 32,108 | $1M | 0.3% | 2026-Q1 |
| Horizon Investment Services, LLC added | 31,468 | $1M | 0.3% | 2026-Q1 |
| Certified Advisory Corp trimmed | 29,960 | $1M | 0.3% | 2026-Q1 |
| VISTA INVESTMENT MANAGEMENT added | 29,781 | $1M | 0.3% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 26,946 | $1M | 0.3% | 2026-Q1 |
| Montis Financial, LLC added | 26,102 | $1M | 0.3% | 2026-Q1 |
| Chicago Partners Investment Group LLC | 24,437 | $1M | 0.3% | 2026-Q1 |
| Longview Financial Advisors, Inc. trimmed | 25,059 | $1M | 0.2% | 2026-Q1 |
| Equitable Holdings, Inc. trimmed | 24,264 | $1M | 0.2% | 2026-Q1 |
| J.W. COLE ADVISORS, INC. trimmed | 22,823 | $954K | 0.2% | 2026-Q1 |
| Faithward Advisors, LLC added | 22,637 | $946K | 0.2% | 2026-Q1 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. trimmed | 22,121 | $924K | 0.2% | 2026-Q1 |
| RHS Financial, LLC trimmed | 20,509 | $857K | 0.2% | 2026-Q1 |
| Stonebridge Wealth Management, LLC trimmed | 19,277 | $806K | 0.2% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS added | 18,606 | $778K | 0.2% | 2026-Q1 |
| RED REEF ADVISORS LLC added | 17,571 | $734K | 0.2% | 2026-Q1 |
| D.A. DAVIDSON & CO. added | 17,391 | $727K | 0.2% | 2026-Q1 |
| Index Fund Advisors, Inc. | 16,918 | $707K | 0.2% | 2026-Q1 |
| Integrated Wealth Concepts LLC trimmed | 16,327 | $682K | 0.2% | 2026-Q1 |
| Mariner, LLC new | 15,071 | $630K | 0.1% | 2026-Q1 |
| Independent Advisor Alliance trimmed | 14,750 | $616K | 0.1% | 2026-Q1 |
| Arkadios Wealth Advisors added | 14,575 | $609K | 0.1% | 2026-Q1 |
| Narus Financial Partners, LLC added | 13,615 | $569K | 0.1% | 2026-Q1 |
| Advyzon Investment Management, LLC added | 13,432 | $561K | 0.1% | 2026-Q1 |
| Focus Partners Wealth added | 13,242 | $553K | 0.1% | 2026-Q1 |
| Focus Financial Network, Inc. added | 12,934 | $541K | 0.1% | 2026-Q1 |
| RWA WEALTH PARTNERS, LLC trimmed | 12,097 | $506K | 0.1% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 12,011 | $502K | 0.1% | 2026-Q1 |
| GREAT VALLEY ADVISOR GROUP, INC. | 11,949 | $499K | 0.1% | 2026-Q1 |
| Perigon Wealth Management, LLC trimmed | 11,943 | $499K | 0.1% | 2026-Q1 |
| MOLLER WEALTH PARTNERS trimmed | 11,906 | $498K | 0.1% | 2026-Q1 |
| ARBOR CAPITAL MANAGEMENT INC /ADV added | 10,803 | $479K | 0.1% | 2026-Q1 |
| EXENCIAL WEALTH ADVISORS, LLC | 10,690 | $447K | 0.1% | 2026-Q1 |
| Merit Financial Group, LLC trimmed | 10,158 | $425K | 0.1% | 2026-Q1 |
| VANCE WEALTH, LLC | 10,136 | $424K | 0.1% | 2026-Q1 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC added | 10,073 | $421K | 0.1% | 2026-Q1 |
| TCI Wealth Advisors, Inc. trimmed | 10,063 | $421K | 0.1% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 10,000 | $418K | 0.1% | 2026-Q1 |
| Ariadne Wealth Management, LP trimmed | 9,498 | $397K | 0.1% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 9,625 | $391K | 0.1% | 2026-Q1 |
| Creative Planning added | 9,333 | $390K | 0.1% | 2026-Q1 |
| Fortis Capital Advisors, LLC added | 9,251 | $387K | 0.1% | 2026-Q1 |
| Belpointe Asset Management LLC added | 9,251 | $387K | 0.1% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 9,188 | $384K | 0.1% | 2026-Q1 |
| BROWN ADVISORY INC added | 8,530 | $356K | 0.1% | 2026-Q1 |
| SENTINEL PENSION ADVISORS, LLC trimmed | 8,356 | $349K | 0.1% | 2026-Q1 |
| Dynamic Financial Group added | 8,118 | $339K | 0.1% | 2026-Q1 |
| AllGen Financial Advisors, Inc. trimmed | 71,322 | $3M | 0.7% | 2025-Q4 stale |
| Edge Financial Advisors LLC added | 38,631 | $2M | 0.4% | 2025-Q4 stale |
| FLOW TRADERS U.S. LLC added | 37,793 | $1M | 0.3% | 2025-Q1 stale |
| CITADEL ADVISORS LLC trimmed | 13,121 | $544K | 0.1% | 2025-Q4 stale |
| BSW Wealth Partners trimmed | 14,729 | $496K | 0.1% | 2025-Q1 stale |
| SAX WEALTH ADVISORS, LLC new | 8,541 | $354K | 0.1% | 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.
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.