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Institutional Ownership · SEC Form 13F

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.

158
Institutional holders
9,453,946
Shares held (tracked funds)

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).

FundSharesReported value% of valueQuarter
Focus Partners Wealth trimmed955,722$52M9.5%2026-Q1
JPMORGAN CHASE & CO trimmed848,248$45M8.1%2026-Q1
LPL Financial LLC trimmed633,237$35M6.3%2026-Q1
OSAIC HOLDINGS, INC. trimmed566,750$31M5.6%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added541,335$30M5.4%2026-Q1
Cetera Investment Advisers added412,639$23M4.1%2026-Q1
Gallagher Fiduciary Advisors, LLC added325,545$18M3.2%2026-Q1
Atria Investments, Inc added324,060$18M3.2%2026-Q1
BANK OF AMERICA CORP /DE/ added269,357$15M2.7%2026-Q1
Systelligence, LLC new260,499$14M2.6%2026-Q1
MORGAN STANLEY added260,124$14M2.6%2026-Q1
Foundations Investment Advisors, LLC new259,715$14M2.6%2026-Q1
AMERIPRISE FINANCIAL INC added251,281$14M2.5%2026-Q1
Matrix Trust Co added178,503$10M1.8%2026-Q1
Steele Capital Management, Inc. added178,503$10M1.8%2026-Q1
Black Diamond Financial, LLC trimmed176,121$10M1.7%2026-Q1
UBS Group AG trimmed166,828$9M1.7%2026-Q1
WELLS FARGO & COMPANY/MN added165,289$9M1.6%2026-Q1
RAYMOND JAMES FINANCIAL INC trimmed155,780$9M1.5%2026-Q1
Mariner, LLC added140,546$8M1.4%2026-Q1
Opes Wealth Management LLC added128,657$7M1.3%2026-Q1
Ipsen Advisor Group LLC added115,493$6M1.1%2026-Q1
MRA Advisory Group new109,752$6M1.1%2026-Q1
McKinley Carter Wealth Services, Inc. trimmed105,477$6M1.0%2026-Q1
NorthStar Asset Management LLC /NJ/ added104,431$6M1.0%2026-Q1
BEAM WEALTH ADVISORS, INC. added104,264$6M1.0%2026-Q1
Anfield Capital Management, LLC new91,144$5M0.9%2026-Q1
Certified Advisory Corp added82,625$5M0.8%2026-Q1
IAG Wealth Partners, LLC added78,077$4M0.8%2026-Q1
HighTower Advisors, LLC added66,452$4M0.7%2026-Q1
ROYAL BANK OF CANADA added64,860$4M0.6%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC trimmed64,182$4M0.6%2026-Q1
Van Diest Capital, LLC added58,414$3M0.6%2026-Q1
CAPTRUST FINANCIAL ADVISORS added54,711$3M0.5%2026-Q1
LEVEL FOUR ADVISORY SERVICES, LLC trimmed53,311$3M0.5%2026-Q1
STEINBERGANNA WEALTH MANAGEMENT added51,273$3M0.5%2026-Q1
Atlanta Consulting Group Advisors, LLC trimmed50,882$3M0.5%2026-Q1
LRI Investments, LLC trimmed45,400$2M0.4%2026-Q1
Key Financial Inc added36,467$2M0.4%2026-Q1
IEQ CAPITAL, LLC trimmed35,688$2M0.4%2026-Q1
Pathstone Holdings, LLC trimmed33,787$2M0.3%2026-Q1
Perennial Investment Advisors, LLC trimmed32,307$2M0.3%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added31,990$2M0.3%2026-Q1
Rodgers & Associates, LTD trimmed31,560$2M0.3%2026-Q1
MML INVESTORS SERVICES, LLC added25,268$1M0.3%2026-Q1
VAUGHAN & Co SECURITIES, INC. trimmed24,435$1M0.2%2026-Q1
Kendall Capital Management23,543$1M0.2%2026-Q1
INDEPENDENT FINANCIAL GROUP, LLC added21,541$1M0.2%2026-Q1
Equitable Holdings, Inc. added21,239$1M0.2%2026-Q1
Creative Planning added21,485$1M0.2%2026-Q1
Gladstone Institutional Advisory LLC added20,775$1M0.2%2026-Q1
Phoenix Wealth Advisors added19,912$1M0.2%2026-Q1
Creekside Partners trimmed19,784$1M0.2%2026-Q1
SHELTON WEALTH MANAGEMENT, LLC trimmed18,904$1M0.2%2026-Q1
Arkadios Wealth Advisors trimmed17,902$981K0.2%2026-Q1
STIFEL FINANCIAL CORP added15,464$847K0.2%2026-Q1
Crescent Grove Advisors, LLC14,337$786K0.1%2026-Q1
Farther Finance Advisors, LLC trimmed14,155$785K0.1%2026-Q1
Visionary Wealth Advisors added13,937$764K0.1%2026-Q1
D.A. DAVIDSON & CO. added13,486$739K0.1%2026-Q1
Gilliland Jeter Wealth Management LLC added13,395$734K0.1%2026-Q1
CreativeOne Wealth, LLC added12,976$711K0.1%2026-Q1
FMR LLC added12,487$684K0.1%2026-Q1
Kestra Advisory Services, LLC added12,386$679K0.1%2026-Q1
Private Advisor Group, LLC added12,137$665K0.1%2026-Q1
CWM, LLC trimmed11,174$612K0.1%2026-Q1
Lido Advisors, LLC added11,123$610K0.1%2026-Q1
Fifth Third Securities, Inc. added10,667$585K0.1%2026-Q1
JONES FINANCIAL COMPANIES LLLP added10,801$579K0.1%2026-Q1
NORTHERN TRUST CORP trimmed10,484$575K0.1%2026-Q1
PRINCIPAL SECURITIES, INC. added10,213$560K0.1%2026-Q1
Courage Miller Partners, LLC trimmed9,712$532K0.1%2026-Q1
GWN SECURITIES INC. added9,338$512K0.1%2026-Q1
CREATIVE FINANCIAL DESIGNS INC /ADV trimmed9,225$506K0.1%2026-Q1
Avior Wealth Management, LLC trimmed9,212$505K0.1%2026-Q1
Madison Wealth Partners, Inc added8,996$493K0.1%2026-Q1
Basepoint Wealth LLC added8,366$458K0.1%2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added8,154$454K0.1%2026-Q1
J.M. Arbour, LLC new8,094$444K0.1%2026-Q1
Asset Allocation Strategies LLC trimmed8,054$441K0.1%2026-Q1
Synergy Financial Group, LTD added8,053$441K0.1%2026-Q1
Financial Engines Advisors L.L.C. trimmed7,959$436K0.1%2026-Q1
CIBC WORLD MARKET INC.7,903$433K0.1%2026-Q1
RIVER'S EDGE WEALTH MANAGEMENT, LLC trimmed6,856$415K0.1%2026-Q1
Cambridge Investment Research Advisors, Inc. trimmed7,185$394K0.1%2026-Q1
Procyon Advisors, LLC new7,139$391K0.1%2026-Q1
rebel Financial LLC trimmed6,951$381K0.1%2026-Q1
JANE STREET GROUP, LLC trimmed6,568$360K0.1%2026-Q1
AVANTAX ADVISORY SERVICES, INC. trimmed378,433$19M3.4%2025-Q2 stale
Rockport Wealth LLC added324,586$18M3.2%2025-Q3 stale
GOLDMAN SACHS GROUP INC35,400$2M0.4%2025-Q4 stale
NewEdge Advisors, LLC added28,716$2M0.3%2025-Q4 stale
Veridan Wealth LLC added29,689$1M0.2%2025-Q1 stale
CITADEL ADVISORS LLC trimmed18,277$993K0.2%2025-Q3 stale
Jacksonville Wealth Management, LLC new15,031$834K0.2%2025-Q4 stale
FLOW TRADERS U.S. LLC added17,093$770K0.1%2025-Q1 stale
Atria Wealth Solutions, Inc. added13,690$686K0.1%2025-Q2 stale
Corient Private Wealth LLC trimmed12,317$683K0.1%2025-Q4 stale
MGB Wealth Management, LLC added10,825$605K0.1%2025-Q4 stale
City Center Advisors, LLC trimmed12,338$556K0.1%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.

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