Who owns ISCV
Which tracked institutional funds hold ISCV, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See ISCV company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-29). 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
11 tracked funds added or opened ISCV 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
ISCV’s largest tracked holder by dollar value, EXCHANGE TRADED CONCEPTS, LLC, sizes it at 0.5% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.5pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in ISCV 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 126 tracked filers holding ISCV, 56 increased or opened the position and 58 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 ISCV 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 3
- FIFTH THIRD BANCORP$1M
- Independent Advisor Alliance$882K
- JANE STREET GROUP, LLC$610K
Full exits 4
- GOLDMAN SACHS GROUP INC$3M
- COMERICA BANK$1M
- TWO SIGMA INVESTMENTS, LP$1M
- Edge Financial Advisors LLC$547K
Largest adds
- ROYAL BANK OF CANADA$6M
- ENVESTNET ASSET MANAGEMENT INC$6M
- EXCHANGE TRADED CONCEPTS, LLC$4M
- BANK OF AMERICA CORP /DE/$2M
- GRANVILLE CAPITAL, INC.$732K
- WELLS FARGO & COMPANY/MN$683K
Largest trims
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$9M
- Black Diamond Financial, LLC$2M
- MORGAN STANLEY$841K
- AMERIPRISE FINANCIAL INC$423K
- CITIGROUP INC$385K
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$274K
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 |
|---|---|---|---|---|
| EXCHANGE TRADED CONCEPTS, LLC added | 946,217 | $66M | 18.6% | 2026-Q1 |
| MORGAN STANLEY trimmed | 299,793 | $21M | 5.9% | 2026-Q1 |
| VAUGHAN & Co SECURITIES, INC. trimmed | 293,423 | $20M | 5.8% | 2026-Q1 |
| Focus Partners Wealth added | 288,137 | $20M | 5.7% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 234,525 | $16M | 4.6% | 2026-Q1 |
| LPL Financial LLC trimmed | 226,955 | $16M | 4.5% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 201,871 | $14M | 4.0% | 2026-Q1 |
| Steele Capital Management, Inc. added | 187,603 | $13M | 3.7% | 2026-Q1 |
| Matrix Trust Co added | 187,603 | $13M | 3.7% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 148,789 | $10M | 2.9% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 133,805 | $9M | 2.6% | 2026-Q1 |
| UBS Group AG trimmed | 132,478 | $9M | 2.6% | 2026-Q1 |
| GRANVILLE CAPITAL, INC. added | 119,235 | $8M | 2.3% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 111,685 | $8M | 2.2% | 2026-Q1 |
| Cetera Investment Advisers added | 102,633 | $7M | 2.0% | 2026-Q1 |
| MB Generational Wealth, LLC | 88,015 | $6M | 1.7% | 2026-Q1 |
| Advisory Services Network, LLC added | 58,356 | $4M | 1.1% | 2026-Q1 |
| Aptus Capital Advisors, LLC added | 57,300 | $4M | 1.1% | 2026-Q1 |
| Ipsen Advisor Group LLC trimmed | 55,811 | $4M | 1.1% | 2026-Q1 |
| Chicago Partners Investment Group LLC added | 50,384 | $4M | 1.1% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 51,107 | $4M | 1.0% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 46,233 | $3M | 0.9% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 46,867 | $3M | 0.9% | 2026-Q1 |
| Viewpoint Capital Management LLC | 45,394 | $3M | 0.9% | 2026-Q1 |
| Rodgers & Associates, LTD trimmed | 41,835 | $3M | 0.8% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 38,406 | $3M | 0.8% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 36,535 | $3M | 0.7% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 34,730 | $2M | 0.7% | 2026-Q1 |
| Prosperity Consulting Group, LLC trimmed | 34,637 | $2M | 0.7% | 2026-Q1 |
| IHT Wealth Management, LLC trimmed | 33,664 | $2M | 0.7% | 2026-Q1 |
| EP Wealth Advisors, LLC | 33,628 | $2M | 0.7% | 2026-Q1 |
| Twin Cities Retirement Group LLC trimmed | 29,093 | $2M | 0.6% | 2026-Q1 |
| Perennial Investment Advisors, LLC trimmed | 27,895 | $2M | 0.5% | 2026-Q1 |
| D.A. DAVIDSON & CO. added | 22,290 | $2M | 0.4% | 2026-Q1 |
| Equitable Holdings, Inc. added | 20,730 | $1M | 0.4% | 2026-Q1 |
| Black Diamond Financial, LLC trimmed | 19,629 | $1M | 0.4% | 2026-Q1 |
| LRI Investments, LLC | 17,976 | $1M | 0.4% | 2026-Q1 |
| SGL Investment Advisors, Inc. added | 15,951 | $1M | 0.3% | 2026-Q1 |
| FIFTH THIRD BANCORP added | 16,836 | $1M | 0.3% | 2026-Q1 |
| Mariner, LLC trimmed | 15,631 | $1M | 0.3% | 2026-Q1 |
| MGO ONE SEVEN LLC added | 15,568 | $1M | 0.3% | 2026-Q1 |
| Janney Montgomery Scott LLC trimmed | 13,988 | $972K | 0.3% | 2026-Q1 |
| PANORAMIC INVESTMENT ADVISORS, LLC added | 13,572 | $943K | 0.3% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 13,113 | $911K | 0.3% | 2026-Q1 |
| Independent Advisor Alliance new | 12,695 | $882K | 0.2% | 2026-Q1 |
| Key Financial Inc added | 11,031 | $767K | 0.2% | 2026-Q1 |
| JIM SAULNIER & ASSOCIATES, LLC trimmed | 10,052 | $699K | 0.2% | 2026-Q1 |
| Abel Hall, LLC trimmed | 9,817 | $682K | 0.2% | 2026-Q1 |
| HighPoint Advisor Group LLC trimmed | 9,631 | $669K | 0.2% | 2026-Q1 |
| Merit Financial Group, LLC added | 9,416 | $654K | 0.2% | 2026-Q1 |
| Mill Creek Capital Advisors, LLC | 9,399 | $653K | 0.2% | 2026-Q1 |
| Pacific Sun Financial Corp trimmed | 9,319 | $648K | 0.2% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 8,778 | $610K | 0.2% | 2026-Q1 |
| KELLY FINANCIAL GROUP LLC added | 8,586 | $597K | 0.2% | 2026-Q1 |
| Courage Miller Partners, LLC trimmed | 7,774 | $540K | 0.2% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 7,752 | $528K | 0.1% | 2026-Q1 |
| Geneos Wealth Management Inc. | 7,255 | $504K | 0.1% | 2026-Q1 |
| Quantinno Capital Management LP | 6,950 | $483K | 0.1% | 2026-Q1 |
| HighTower Advisors, LLC added | 6,846 | $476K | 0.1% | 2026-Q1 |
| Madison Wealth Partners, Inc added | 6,656 | $463K | 0.1% | 2026-Q1 |
| Northwest Wealth Advisors, LLC added | 6,588 | $458K | 0.1% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 6,509 | $455K | 0.1% | 2026-Q1 |
| rebel Financial LLC trimmed | 6,524 | $453K | 0.1% | 2026-Q1 |
| Essex Financial Services, Inc. | 5,848 | $406K | 0.1% | 2026-Q1 |
| Asset Dedication, LLC added | 5,833 | $405K | 0.1% | 2026-Q1 |
| Sensible Money, LLC added | 5,731 | $398K | 0.1% | 2026-Q1 |
| Tower Research Capital LLC (TRC) added | 5,591 | $389K | 0.1% | 2026-Q1 |
| GWN SECURITIES INC. added | 5,539 | $385K | 0.1% | 2026-Q1 |
| John A. Wolfe & Associates, Inc. added | 5,128 | $356K | 0.1% | 2026-Q1 |
| Towerpoint Wealth, LLC trimmed | 5,010 | $348K | 0.1% | 2026-Q1 |
| Creative Planning added | 4,961 | $345K | 0.1% | 2026-Q1 |
| FMR LLC added | 4,911 | $341K | 0.1% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 4,886 | $341K | 0.1% | 2026-Q1 |
| Argent Trust Co | 4,889 | $340K | 0.1% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 4,882 | $340K | 0.1% | 2026-Q1 |
| Lansing Street Advisors added | 4,873 | $339K | 0.1% | 2026-Q1 |
| TRANSCEND CAPITAL ADVISORS, LLC trimmed | 4,649 | $323K | 0.1% | 2026-Q1 |
| MONECO ADVISORS, LLC trimmed | 4,504 | $313K | 0.1% | 2026-Q1 |
| CITIGROUP INC trimmed | 4,502 | $313K | 0.1% | 2026-Q1 |
| NBC SECURITIES, INC. trimmed | 4,501 | $313K | 0.1% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. trimmed | 4,450 | $309K | 0.1% | 2026-Q1 |
| Unified Investment Management | 4,047 | $281K | 0.1% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC new | 3,896 | $271K | 0.1% | 2026-Q1 |
| Kohmann Bosshard Financial Services, LLC | 3,681 | $256K | 0.1% | 2026-Q1 |
| RMR Capital Management, LLC | 3,621 | $252K | 0.1% | 2026-Q1 |
| ASHTON THOMAS SECURITIES, LLC | 3,550 | $247K | 0.1% | 2026-Q1 |
| CWM, LLC trimmed | 3,497 | $243K | 0.1% | 2026-Q1 |
| Vise Technologies, Inc. | 3,376 | $231K | 0.1% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 3,298 | $229K | 0.1% | 2026-Q1 |
| AVANTAX ADVISORY SERVICES, INC. trimmed | 64,197 | $4M | 1.1% | 2025-Q2 stale |
| GOLDMAN SACHS GROUP INC added | 43,969 | $3M | 0.9% | 2025-Q4 stale |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 40,516 | $2M | 0.7% | 2025-Q2 stale |
| COMERICA BANK trimmed | 16,870 | $1M | 0.3% | 2025-Q4 stale |
| TWO SIGMA INVESTMENTS, LP trimmed | 15,000 | $1M | 0.3% | 2025-Q4 stale |
| Edge Financial Advisors LLC added | 7,982 | $547K | 0.2% | 2025-Q4 stale |
| CITADEL ADVISORS LLC trimmed | 7,196 | $442K | 0.1% | 2025-Q2 stale |
| Sigma Planning Corp | 7,051 | $433K | 0.1% | 2025-Q2 stale |
| Perigon Wealth Management, LLC added | 4,355 | $267K | 0.1% | 2025-Q2 stale |
| NewEdge Advisors, LLC added | 3,700 | $253K | 0.1% | 2025-Q4 stale |
| Summit Financial, LLC trimmed | 3,594 | $246K | 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.