Who owns 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-Q2 13F filings (latest filed 2026-08-17). 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
The tracked-fund tape on ISCG is one-sided between 2026-Q1 and 2026-Q2: 47 added or opened and 10 trimmed or exited — on balance accumulating.
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 2026-Q1 and 2026-Q2, across 161 tracked filers holding ISCG, 81 increased or opened the position and 75 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 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
- EP Wealth Advisors, LLC$8M
- G&S Capital LLC$1M
- NewEdge Advisors, LLC$1M
Full exits 8
- Systelligence, LLC$14M
- Matrix Trust Co$10M
- Opes Wealth Management LLC$7M
- Anfield Capital Management, LLC$5M
- HighTower Advisors, LLC$4M
- CreativeOne Wealth, LLC$711K
Largest adds
- LPL Financial LLC$11M
- JPMORGAN CHASE & CO$10M
- Focus Partners Wealth$7M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$7M
- AMERIPRISE FINANCIAL INC$7M
- OSAIC HOLDINGS, INC.$5M
Largest trims
- Van Diest Capital, LLC$643K
- CAPTRUST FINANCIAL ADVISORS$270K
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 |
|---|---|---|---|---|
| Focus Partners Wealth trimmed | 912,075 | $60M | 10.2% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 841,940 | $55M | 9.3% | 2026-Q2 |
| LPL Financial LLC added | 690,456 | $45M | 7.7% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 560,178 | $37M | 6.3% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 553,100 | $36M | 6.2% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 410,071 | $27M | 4.6% | 2026-Q2 |
| Gallagher Fiduciary Advisors, LLC trimmed | 317,469 | $21M | 3.6% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 316,433 | $21M | 3.5% | 2026-Q2 |
| Atria Investments, Inc trimmed | 316,378 | $21M | 3.5% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 276,453 | $18M | 3.1% | 2026-Q2 |
| Foundations Investment Advisors, LLC added | 264,025 | $17M | 3.0% | 2026-Q2 |
| MORGAN STANLEY added | 262,779 | $17M | 2.9% | 2026-Q2 |
| Black Diamond Financial, LLC added | 192,806 | $13M | 2.2% | 2026-Q2 |
| Steele Capital Management, Inc. added | 180,159 | $12M | 2.0% | 2026-Q2 |
| UBS Group AG trimmed | 166,628 | $11M | 1.9% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 158,473 | $10M | 1.8% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 154,376 | $10M | 1.7% | 2026-Q2 |
| Mariner, LLC trimmed | 132,530 | $9M | 1.5% | 2026-Q2 |
| EP Wealth Advisors, LLC new | 128,722 | $8M | 1.4% | 2026-Q2 |
| Ipsen Advisor Group LLC added | 115,986 | $8M | 1.3% | 2026-Q2 |
| NorthStar Asset Management LLC /NJ/ added | 112,064 | $7M | 1.3% | 2026-Q2 |
| MRA Advisory Group added | 110,815 | $7M | 1.2% | 2026-Q2 |
| McKinley Carter Wealth Services, Inc. added | 107,441 | $7M | 1.2% | 2026-Q2 |
| BEAM WEALTH ADVISORS, INC. | 104,264 | $6M | 1.0% | 2026-Q2 |
| Certified Advisory Corp added | 98,173 | $6M | 1.1% | 2026-Q2 |
| Three Bearings Fiduciary Advisors, Inc. trimmed | 84,793 | $6M | 1.0% | 2026-Q2 |
| IAG Wealth Partners, LLC trimmed | 77,865 | $5M | 0.9% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 64,428 | $4M | 0.7% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 56,625 | $4M | 0.6% | 2026-Q2 |
| Atlanta Consulting Group Advisors, LLC | 50,882 | $3M | 0.6% | 2026-Q2 |
| STEINBERGANNA WEALTH MANAGEMENT trimmed | 47,572 | $3M | 0.5% | 2026-Q2 |
| LRI Investments, LLC | 45,400 | $3M | 0.5% | 2026-Q2 |
| LEVEL FOUR ADVISORY SERVICES, LLC trimmed | 44,948 | $3M | 0.5% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 41,621 | $3M | 0.5% | 2026-Q2 |
| Van Diest Capital, LLC trimmed | 39,034 | $3M | 0.4% | 2026-Q2 |
| Key Financial Inc trimmed | 36,255 | $2M | 0.4% | 2026-Q2 |
| IEQ CAPITAL, LLC trimmed | 35,547 | $2M | 0.4% | 2026-Q2 |
| Perennial Investment Advisors, LLC added | 33,999 | $2M | 0.4% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 33,701 | $2M | 0.4% | 2026-Q2 |
| Pathstone Holdings, LLC trimmed | 30,678 | $2M | 0.3% | 2026-Q2 |
| Rodgers & Associates, LTD trimmed | 29,855 | $2M | 0.3% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 28,069 | $2M | 0.3% | 2026-Q2 |
| CREATIVE FINANCIAL DESIGNS INC /ADV added | 27,537 | $2M | 0.3% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC added | 26,645 | $2M | 0.3% | 2026-Q2 |
| VAUGHAN & Co SECURITIES, INC. trimmed | 23,597 | $2M | 0.3% | 2026-Q2 |
| Kendall Capital Management trimmed | 23,500 | $2M | 0.3% | 2026-Q2 |
| Creative Planning trimmed | 21,366 | $1M | 0.2% | 2026-Q2 |
| Equitable Holdings, Inc. added | 21,304 | $1M | 0.2% | 2026-Q2 |
| Gladstone Institutional Advisory LLC trimmed | 20,553 | $1M | 0.2% | 2026-Q2 |
| Phoenix Wealth Advisors added | 20,541 | $1M | 0.2% | 2026-Q2 |
| G&S Capital LLC new | 19,860 | $1M | 0.2% | 2026-Q2 |
| Creekside Partners added | 19,807 | $1M | 0.2% | 2026-Q2 |
| FMR LLC added | 19,230 | $1M | 0.2% | 2026-Q2 |
| SHELTON WEALTH MANAGEMENT, LLC trimmed | 18,403 | $1M | 0.2% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 16,279 | $1M | 0.2% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 16,184 | $1M | 0.2% | 2026-Q2 |
| D.A. DAVIDSON & CO. added | 15,661 | $1M | 0.2% | 2026-Q2 |
| NewEdge Advisors, LLC trimmed | 15,545 | $1M | 0.2% | 2026-Q2 |
| Visionary Wealth Advisors added | 15,528 | $1M | 0.2% | 2026-Q2 |
| Gilliland Jeter Wealth Management LLC added | 15,174 | $995K | 0.2% | 2026-Q2 |
| Wealth Enhancement Trust Services, Inc. added | 14,578 | $955K | 0.2% | 2026-Q2 |
| Crescent Grove Advisors, LLC | 14,337 | $940K | 0.2% | 2026-Q2 |
| Arkadios Wealth Advisors trimmed | 13,034 | $854K | 0.1% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 12,651 | $814K | 0.1% | 2026-Q2 |
| Private Advisor Group, LLC added | 12,456 | $816K | 0.1% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 11,674 | $765K | 0.1% | 2026-Q2 |
| Fifth Third Securities, Inc. trimmed | 10,573 | $693K | 0.1% | 2026-Q2 |
| PRINCIPAL SECURITIES, INC. added | 10,488 | $687K | 0.1% | 2026-Q2 |
| NORTHERN TRUST CORP | 10,484 | $687K | 0.1% | 2026-Q2 |
| GWN SECURITIES INC. added | 10,132 | $664K | 0.1% | 2026-Q2 |
| Synergy Financial Group, LTD added | 9,745 | $639K | 0.1% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 9,594 | $612K | 0.1% | 2026-Q2 |
| Madison Wealth Partners, Inc added | 9,195 | $603K | 0.1% | 2026-Q2 |
| Avior Wealth Management, LLC trimmed | 8,932 | $585K | 0.1% | 2026-Q2 |
| Courage Miller Partners, LLC trimmed | 8,757 | $574K | 0.1% | 2026-Q2 |
| Basepoint Wealth LLC added | 8,373 | $549K | 0.1% | 2026-Q2 |
| Asset Allocation Strategies LLC trimmed | 7,951 | $521K | 0.1% | 2026-Q2 |
| Financial Engines Advisors L.L.C. trimmed | 7,926 | $519K | 0.1% | 2026-Q2 |
| MAI Capital Management added | 7,902 | $518K | 0.1% | 2026-Q2 |
| CIBC WORLD MARKET INC. trimmed | 7,901 | $518K | 0.1% | 2026-Q2 |
| J.M. Arbour, LLC trimmed | 7,689 | $504K | 0.1% | 2026-Q2 |
| Quantinno Capital Management LP new | 7,566 | $496K | 0.1% | 2026-Q2 |
| Procyon Advisors, LLC | 7,139 | $468K | 0.1% | 2026-Q2 |
| Bluespring Wealth Management, LLC new | 6,640 | $435K | 0.1% | 2026-Q2 |
| RIVER'S EDGE WEALTH MANAGEMENT, LLC trimmed | 6,601 | $419K | 0.1% | 2026-Q2 |
| MONETA GROUP INVESTMENT ADVISORS LLC added | 6,256 | $410K | 0.1% | 2026-Q2 |
| DAVENPORT & Co LLC | 6,200 | $406K | 0.1% | 2026-Q2 |
| Keating Financial Advisory Services, Inc. added | 5,774 | $378K | 0.1% | 2026-Q2 |
| CITIGROUP INC trimmed | 5,699 | $374K | 0.1% | 2026-Q2 |
| Breakwater Capital Group trimmed | 5,691 | $373K | 0.1% | 2026-Q2 |
| Merit Financial Group, LLC added | 5,531 | $363K | 0.1% | 2026-Q2 |
| Wealthcare Advisory Partners LLC trimmed | 5,466 | $358K | 0.1% | 2026-Q2 |
| SILVER OAK SECURITIES, INCORPORATED added | 5,405 | $354K | 0.1% | 2026-Q2 |
| ADELL HARRIMAN & CARPENTER INC | 5,396 | $354K | 0.1% | 2026-Q2 |
| Ponta Wealth Partners, LLC new | 5,371 | $352K | 0.1% | 2026-Q2 |
| TKG Advisors, LLC new | 5,059 | $332K | 0.1% | 2026-Q2 |
| FIFTH THIRD BANCORP | 5,003 | $328K | 0.1% | 2026-Q2 |
| AdvisorNet Financial, Inc trimmed | 4,938 | $324K | 0.1% | 2026-Q2 |
| BENJAMIN EDWARDS INC | 4,882 | $320K | 0.1% | 2026-Q2 |
| Global Retirement Partners, LLC trimmed | 4,875 | $319K | 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.