Who owns 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-Q2 13F filings (latest filed 2026-08-20). 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
30 tracked funds added or opened ISCF while 11 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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 4.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 4.1pp 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 2026-Q1 and 2026-Q2, across 138 tracked filers holding ISCF, 73 increased or opened the position and 62 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 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 3
- Layline Advisors, LLC$1M
- HENGEHOLD CAPITAL MANAGEMENT LLC$728K
- Savant Capital, LLC$651K
Full exits 6
- Janney Montgomery Scott LLC$11M
- Systelligence, LLC$7M
- HighTower Advisors, LLC$3M
- Cambridge Investment Research Advisors, Inc.$1M
- Independent Advisor Alliance$616K
- Focus Partners Wealth$553K
Largest adds
- Focus Financial Network, Inc.$7M
- Main Street Research LLC$6M
- Larson Financial Group LLC$6M
- LPL Financial LLC$4M
- Advisors Capital Management, LLC$3M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$3M
Largest trims
- JANE STREET GROUP, LLC$3M
- EXCHANGE TRADED CONCEPTS, LLC$910K
- COMMONWEALTH EQUITY SERVICES, LLC$746K
- OSAIC HOLDINGS, INC.$455K
- Modern Wealth Management, LLC$251K
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Main Street Research LLC added | 2,027,356 | $88M | 19.8% | 2026-Q2 |
| LPL Financial LLC added | 774,242 | $34M | 7.5% | 2026-Q2 |
| EVOLVE PRIVATE WEALTH, LLC added | 688,053 | $30M | 6.7% | 2026-Q2 |
| Larson Financial Group LLC added | 500,113 | $22M | 4.9% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 399,825 | $17M | 3.9% | 2026-Q2 |
| TRB Wealth Management, LLC added | 397,446 | $17M | 3.9% | 2026-Q2 |
| Phoenix Wealth Advisors added | 278,022 | $12M | 2.7% | 2026-Q2 |
| Causey Wealth LLC added | 274,582 | $12M | 2.7% | 2026-Q2 |
| Modern Wealth Management, LLC trimmed | 271,793 | $12M | 2.7% | 2026-Q2 |
| Cetera Investment Advisers added | 231,319 | $10M | 2.3% | 2026-Q2 |
| Financial Strategies Group, Inc. added | 231,225 | $10M | 2.3% | 2026-Q2 |
| Advisors Capital Management, LLC added | 207,092 | $9M | 2.0% | 2026-Q2 |
| COURIER CAPITAL LLC added | 190,869 | $8M | 1.9% | 2026-Q2 |
| Eagle Strategies LLC trimmed | 180,163 | $8M | 1.8% | 2026-Q2 |
| SouthState Bank Corp added | 177,569 | $8M | 1.7% | 2026-Q2 |
| Focus Financial Network, Inc. added | 164,366 | $7M | 1.6% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 159,583 | $7M | 1.6% | 2026-Q2 |
| McAdam, LLC trimmed | 148,750 | $6M | 1.5% | 2026-Q2 |
| Beacon Pointe Advisors, LLC trimmed | 145,343 | $6M | 1.4% | 2026-Q2 |
| Cerity Partners LLC trimmed | 131,059 | $6M | 1.3% | 2026-Q2 |
| Beaird Harris Wealth Management, LLC trimmed | 127,193 | $6M | 1.2% | 2026-Q2 |
| Bedel Financial Consulting, Inc. added | 121,298 | $5M | 1.2% | 2026-Q2 |
| EXCHANGE TRADED CONCEPTS, LLC trimmed | 114,460 | $5M | 1.1% | 2026-Q2 |
| Williams & Novak, LLC added | 110,204 | $5M | 1.1% | 2026-Q2 |
| Bell Investment Advisors, Inc trimmed | 104,448 | $5M | 1.0% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 101,461 | $4M | 1.0% | 2026-Q2 |
| White Wing Wealth Management added | 89,517 | $4M | 0.9% | 2026-Q2 |
| Financial Freedom, LLC added | 80,592 | $3M | 0.8% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 79,035 | $3M | 0.8% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 77,646 | $3M | 0.8% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 74,742 | $3M | 0.7% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 71,491 | $3M | 0.7% | 2026-Q2 |
| Intrua Financial, LLC added | 69,266 | $3M | 0.7% | 2026-Q2 |
| JBF Capital, Inc. | 56,312 | $2M | 0.5% | 2026-Q2 |
| Farther Finance Advisors, LLC trimmed | 55,975 | $2M | 0.5% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 53,214 | $2M | 0.5% | 2026-Q2 |
| AllGen Financial Advisors, Inc. trimmed | 53,150 | $2M | 0.5% | 2026-Q2 |
| KWB Wealth added | 51,346 | $2M | 0.5% | 2026-Q2 |
| Faithward Advisors, LLC added | 51,063 | $2M | 0.5% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 44,061 | $2M | 0.4% | 2026-Q2 |
| Glass Jacobson Investment Advisors llc trimmed | 43,524 | $2M | 0.4% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 42,993 | $2M | 0.4% | 2026-Q2 |
| Breakwater Capital Group added | 40,916 | $2M | 0.4% | 2026-Q2 |
| BENJAMIN EDWARDS INC trimmed | 39,083 | $2M | 0.4% | 2026-Q2 |
| Bank of New York Mellon Corp added | 37,123 | $2M | 0.4% | 2026-Q2 |
| Waverly Advisors, LLC added | 35,340 | $2M | 0.3% | 2026-Q2 |
| Modera Wealth Management, LLC | 34,684 | $2M | 0.3% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 33,495 | $1M | 0.3% | 2026-Q2 |
| &PARTNERS trimmed | 32,076 | $1M | 0.3% | 2026-Q2 |
| Horizon Investment Services, LLC added | 32,029 | $1M | 0.3% | 2026-Q2 |
| VISTA INVESTMENT MANAGEMENT trimmed | 29,444 | $1M | 0.3% | 2026-Q2 |
| Layline Advisors, LLC new | 29,305 | $1M | 0.3% | 2026-Q2 |
| Certified Advisory Corp trimmed | 29,186 | $1M | 0.3% | 2026-Q2 |
| Equitable Holdings, Inc. added | 25,264 | $1M | 0.2% | 2026-Q2 |
| Longview Financial Advisors, Inc. added | 25,068 | $1M | 0.2% | 2026-Q2 |
| Chicago Partners Investment Group LLC | 24,437 | $1M | 0.2% | 2026-Q2 |
| Montis Financial, LLC trimmed | 24,009 | $1M | 0.2% | 2026-Q2 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. trimmed | 23,644 | $1M | 0.2% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. added | 22,963 | $994K | 0.2% | 2026-Q2 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. added | 22,488 | $974K | 0.2% | 2026-Q2 |
| RHS Financial, LLC trimmed | 20,067 | $869K | 0.2% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 19,862 | $860K | 0.2% | 2026-Q2 |
| Stonebridge Wealth Management, LLC trimmed | 18,914 | $819K | 0.2% | 2026-Q2 |
| D.A. DAVIDSON & CO. added | 17,938 | $777K | 0.2% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 17,891 | $775K | 0.2% | 2026-Q2 |
| RED REEF ADVISORS LLC added | 17,590 | $761K | 0.2% | 2026-Q2 |
| Index Fund Advisors, Inc. trimmed | 16,868 | $730K | 0.2% | 2026-Q2 |
| HENGEHOLD CAPITAL MANAGEMENT LLC new | 16,809 | $728K | 0.2% | 2026-Q2 |
| Narus Financial Partners, LLC added | 15,807 | $684K | 0.2% | 2026-Q2 |
| Advyzon Investment Management, LLC added | 14,814 | $641K | 0.1% | 2026-Q2 |
| Arkadios Wealth Advisors added | 14,661 | $635K | 0.1% | 2026-Q2 |
| Savant Capital, LLC added | 14,599 | $651K | 0.1% | 2026-Q2 |
| Mariner, LLC trimmed | 14,123 | $611K | 0.1% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 12,520 | $542K | 0.1% | 2026-Q2 |
| GREAT VALLEY ADVISOR GROUP, INC. | 11,949 | $517K | 0.1% | 2026-Q2 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC added | 11,748 | $509K | 0.1% | 2026-Q2 |
| Perigon Wealth Management, LLC trimmed | 11,526 | $499K | 0.1% | 2026-Q2 |
| RWA WEALTH PARTNERS, LLC trimmed | 11,511 | $498K | 0.1% | 2026-Q2 |
| TCI Wealth Advisors, Inc. | 10,063 | $436K | 0.1% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 9,860 | $427K | 0.1% | 2026-Q2 |
| Dynamic Financial Group added | 9,570 | $414K | 0.1% | 2026-Q2 |
| Ariadne Wealth Management, LP | 9,498 | $411K | 0.1% | 2026-Q2 |
| Creative Planning added | 9,440 | $409K | 0.1% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 9,435 | $408K | 0.1% | 2026-Q2 |
| ARBOR CAPITAL MANAGEMENT INC /ADV trimmed | 9,351 | $405K | 0.1% | 2026-Q2 |
| Private Advisor Group, LLC new | 8,694 | $376K | 0.1% | 2026-Q2 |
| Merit Financial Group, LLC trimmed | 8,614 | $373K | 0.1% | 2026-Q2 |
| BROWN ADVISORY INC | 8,530 | $369K | 0.1% | 2026-Q2 |
| SENTINEL PENSION ADVISORS, LLC added | 8,487 | $369K | 0.1% | 2026-Q2 |
| Belpointe Asset Management LLC trimmed | 8,476 | $367K | 0.1% | 2026-Q2 |
| Fortis Capital Advisors, LLC trimmed | 8,476 | $367K | 0.1% | 2026-Q2 |
| Vantus Wealth LLC added | 8,035 | $348K | 0.1% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 7,905 | $346K | 0.1% | 2026-Q2 |
| WorthPointe, LLC trimmed | 7,757 | $336K | 0.1% | 2026-Q2 |
| Western Wealth Management, LLC added | 7,018 | $304K | 0.1% | 2026-Q2 |
| Comprehensive Money Management Services LLC | 6,428 | $278K | 0.1% | 2026-Q2 |
| PERRYMAN FINANCIAL ADVISORY INC /AD trimmed | 6,386 | $276K | 0.1% | 2026-Q2 |
| MONECO ADVISORS, LLC added | 6,093 | $264K | 0.1% | 2026-Q2 |
| Beaumont Financial Advisors, LLC trimmed | 5,957 | $258K | 0.1% | 2026-Q2 |
| VANCE WEALTH, LLC trimmed | 5,951 | $258K | 0.1% | 2026-Q2 |
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.