Who owns ISCG (ISCG)
Which tracked institutional funds hold ISCG, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See ISCG 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
19 tracked funds added or opened ISCG 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
ISCG’s largest tracked holder by dollar value, Focus Partners Wealth, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in ISCG 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 158 tracked filers holding ISCG, 91 increased or opened the position and 65 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 ISCG 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 5
- Systelligence, LLC$14M
- Foundations Investment Advisors, LLC$14M
- MRA Advisory Group$6M
- Anfield Capital Management, LLC$5M
- Gladstone Institutional Advisory LLC$1M
Full exits 5
- GOLDMAN SACHS GROUP INC$2M
- NewEdge Advisors, LLC$2M
- Jacksonville Wealth Management, LLC$834K
- Corient Private Wealth LLC$683K
- MGB Wealth Management, LLC$605K
Largest adds
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$30M
- AMERIPRISE FINANCIAL INC$5M
- Van Diest Capital, LLC$3M
- MORGAN STANLEY$2M
- BEAM WEALTH ADVISORS, INC.$1M
- ROYAL BANK OF CANADA$1M
Largest trims
- CWM, LLC$12M
- OSAIC HOLDINGS, INC.$3M
- LPL Financial LLC$3M
- JPMORGAN CHASE & CO$2M
- Black Diamond Financial, LLC$2M
- Focus Partners Wealth$2M
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 |
|---|---|---|---|---|
| Focus Partners Wealth trimmed | 955,722 | $52M | 9.5% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 848,248 | $45M | 8.1% | 2026-Q1 |
| LPL Financial LLC trimmed | 633,237 | $35M | 6.3% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 566,750 | $31M | 5.6% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 541,335 | $30M | 5.4% | 2026-Q1 |
| Cetera Investment Advisers added | 412,639 | $23M | 4.1% | 2026-Q1 |
| Gallagher Fiduciary Advisors, LLC added | 325,545 | $18M | 3.2% | 2026-Q1 |
| Atria Investments, Inc added | 324,060 | $18M | 3.2% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 269,357 | $15M | 2.7% | 2026-Q1 |
| Systelligence, LLC new | 260,499 | $14M | 2.6% | 2026-Q1 |
| MORGAN STANLEY added | 260,124 | $14M | 2.6% | 2026-Q1 |
| Foundations Investment Advisors, LLC new | 259,715 | $14M | 2.6% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 251,281 | $14M | 2.5% | 2026-Q1 |
| Matrix Trust Co added | 178,503 | $10M | 1.8% | 2026-Q1 |
| Steele Capital Management, Inc. added | 178,503 | $10M | 1.8% | 2026-Q1 |
| Black Diamond Financial, LLC trimmed | 176,121 | $10M | 1.7% | 2026-Q1 |
| UBS Group AG trimmed | 166,828 | $9M | 1.7% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 165,289 | $9M | 1.6% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 155,780 | $9M | 1.5% | 2026-Q1 |
| Mariner, LLC added | 140,546 | $8M | 1.4% | 2026-Q1 |
| Opes Wealth Management LLC added | 128,657 | $7M | 1.3% | 2026-Q1 |
| Ipsen Advisor Group LLC added | 115,493 | $6M | 1.1% | 2026-Q1 |
| MRA Advisory Group new | 109,752 | $6M | 1.1% | 2026-Q1 |
| McKinley Carter Wealth Services, Inc. trimmed | 105,477 | $6M | 1.0% | 2026-Q1 |
| NorthStar Asset Management LLC /NJ/ added | 104,431 | $6M | 1.0% | 2026-Q1 |
| BEAM WEALTH ADVISORS, INC. added | 104,264 | $6M | 1.0% | 2026-Q1 |
| Anfield Capital Management, LLC new | 91,144 | $5M | 0.9% | 2026-Q1 |
| Certified Advisory Corp added | 82,625 | $5M | 0.8% | 2026-Q1 |
| IAG Wealth Partners, LLC added | 78,077 | $4M | 0.8% | 2026-Q1 |
| HighTower Advisors, LLC added | 66,452 | $4M | 0.7% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 64,860 | $4M | 0.6% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 64,182 | $4M | 0.6% | 2026-Q1 |
| Van Diest Capital, LLC added | 58,414 | $3M | 0.6% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS added | 54,711 | $3M | 0.5% | 2026-Q1 |
| LEVEL FOUR ADVISORY SERVICES, LLC trimmed | 53,311 | $3M | 0.5% | 2026-Q1 |
| STEINBERGANNA WEALTH MANAGEMENT added | 51,273 | $3M | 0.5% | 2026-Q1 |
| Atlanta Consulting Group Advisors, LLC trimmed | 50,882 | $3M | 0.5% | 2026-Q1 |
| LRI Investments, LLC trimmed | 45,400 | $2M | 0.4% | 2026-Q1 |
| Key Financial Inc added | 36,467 | $2M | 0.4% | 2026-Q1 |
| IEQ CAPITAL, LLC trimmed | 35,688 | $2M | 0.4% | 2026-Q1 |
| Pathstone Holdings, LLC trimmed | 33,787 | $2M | 0.3% | 2026-Q1 |
| Perennial Investment Advisors, LLC trimmed | 32,307 | $2M | 0.3% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 31,990 | $2M | 0.3% | 2026-Q1 |
| Rodgers & Associates, LTD trimmed | 31,560 | $2M | 0.3% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC added | 25,268 | $1M | 0.3% | 2026-Q1 |
| VAUGHAN & Co SECURITIES, INC. trimmed | 24,435 | $1M | 0.2% | 2026-Q1 |
| Kendall Capital Management | 23,543 | $1M | 0.2% | 2026-Q1 |
| INDEPENDENT FINANCIAL GROUP, LLC added | 21,541 | $1M | 0.2% | 2026-Q1 |
| Equitable Holdings, Inc. added | 21,239 | $1M | 0.2% | 2026-Q1 |
| Creative Planning added | 21,485 | $1M | 0.2% | 2026-Q1 |
| Gladstone Institutional Advisory LLC added | 20,775 | $1M | 0.2% | 2026-Q1 |
| Phoenix Wealth Advisors added | 19,912 | $1M | 0.2% | 2026-Q1 |
| Creekside Partners trimmed | 19,784 | $1M | 0.2% | 2026-Q1 |
| SHELTON WEALTH MANAGEMENT, LLC trimmed | 18,904 | $1M | 0.2% | 2026-Q1 |
| Arkadios Wealth Advisors trimmed | 17,902 | $981K | 0.2% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 15,464 | $847K | 0.2% | 2026-Q1 |
| Crescent Grove Advisors, LLC | 14,337 | $786K | 0.1% | 2026-Q1 |
| Farther Finance Advisors, LLC trimmed | 14,155 | $785K | 0.1% | 2026-Q1 |
| Visionary Wealth Advisors added | 13,937 | $764K | 0.1% | 2026-Q1 |
| D.A. DAVIDSON & CO. added | 13,486 | $739K | 0.1% | 2026-Q1 |
| Gilliland Jeter Wealth Management LLC added | 13,395 | $734K | 0.1% | 2026-Q1 |
| CreativeOne Wealth, LLC added | 12,976 | $711K | 0.1% | 2026-Q1 |
| FMR LLC added | 12,487 | $684K | 0.1% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 12,386 | $679K | 0.1% | 2026-Q1 |
| Private Advisor Group, LLC added | 12,137 | $665K | 0.1% | 2026-Q1 |
| CWM, LLC trimmed | 11,174 | $612K | 0.1% | 2026-Q1 |
| Lido Advisors, LLC added | 11,123 | $610K | 0.1% | 2026-Q1 |
| Fifth Third Securities, Inc. added | 10,667 | $585K | 0.1% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 10,801 | $579K | 0.1% | 2026-Q1 |
| NORTHERN TRUST CORP trimmed | 10,484 | $575K | 0.1% | 2026-Q1 |
| PRINCIPAL SECURITIES, INC. added | 10,213 | $560K | 0.1% | 2026-Q1 |
| Courage Miller Partners, LLC trimmed | 9,712 | $532K | 0.1% | 2026-Q1 |
| GWN SECURITIES INC. added | 9,338 | $512K | 0.1% | 2026-Q1 |
| CREATIVE FINANCIAL DESIGNS INC /ADV trimmed | 9,225 | $506K | 0.1% | 2026-Q1 |
| Avior Wealth Management, LLC trimmed | 9,212 | $505K | 0.1% | 2026-Q1 |
| Madison Wealth Partners, Inc added | 8,996 | $493K | 0.1% | 2026-Q1 |
| Basepoint Wealth LLC added | 8,366 | $458K | 0.1% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 8,154 | $454K | 0.1% | 2026-Q1 |
| J.M. Arbour, LLC new | 8,094 | $444K | 0.1% | 2026-Q1 |
| Asset Allocation Strategies LLC trimmed | 8,054 | $441K | 0.1% | 2026-Q1 |
| Synergy Financial Group, LTD added | 8,053 | $441K | 0.1% | 2026-Q1 |
| Financial Engines Advisors L.L.C. trimmed | 7,959 | $436K | 0.1% | 2026-Q1 |
| CIBC WORLD MARKET INC. | 7,903 | $433K | 0.1% | 2026-Q1 |
| RIVER'S EDGE WEALTH MANAGEMENT, LLC trimmed | 6,856 | $415K | 0.1% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 7,185 | $394K | 0.1% | 2026-Q1 |
| Procyon Advisors, LLC new | 7,139 | $391K | 0.1% | 2026-Q1 |
| rebel Financial LLC trimmed | 6,951 | $381K | 0.1% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 6,568 | $360K | 0.1% | 2026-Q1 |
| AVANTAX ADVISORY SERVICES, INC. trimmed | 378,433 | $19M | 3.4% | 2025-Q2 stale |
| Rockport Wealth LLC added | 324,586 | $18M | 3.2% | 2025-Q3 stale |
| GOLDMAN SACHS GROUP INC | 35,400 | $2M | 0.4% | 2025-Q4 stale |
| NewEdge Advisors, LLC added | 28,716 | $2M | 0.3% | 2025-Q4 stale |
| Veridan Wealth LLC added | 29,689 | $1M | 0.2% | 2025-Q1 stale |
| CITADEL ADVISORS LLC trimmed | 18,277 | $993K | 0.2% | 2025-Q3 stale |
| Jacksonville Wealth Management, LLC new | 15,031 | $834K | 0.2% | 2025-Q4 stale |
| FLOW TRADERS U.S. LLC added | 17,093 | $770K | 0.1% | 2025-Q1 stale |
| Atria Wealth Solutions, Inc. added | 13,690 | $686K | 0.1% | 2025-Q2 stale |
| Corient Private Wealth LLC trimmed | 12,317 | $683K | 0.1% | 2025-Q4 stale |
| MGB Wealth Management, LLC added | 10,825 | $605K | 0.1% | 2025-Q4 stale |
| City Center Advisors, LLC trimmed | 12,338 | $556K | 0.1% | 2025-Q1 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.