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-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
32 tracked funds added or opened ISCV while 14 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
ISCV’s largest tracked holder by dollar value, EXCHANGE TRADED CONCEPTS, LLC, sizes it at 0.4% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.4pp 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 2026-Q1 and 2026-Q2, across 123 tracked filers holding ISCV, 49 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 ISCV 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 4
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$4M
- HUB Investment Partners, LLC$2M
- Pathstone Holdings, LLC$736K
- CITADEL ADVISORS LLC$690K
Full exits 6
- Matrix Trust Co$13M
- Cambridge Investment Research Advisors, Inc.$3M
- MGO ONE SEVEN LLC$1M
- Janney Montgomery Scott LLC$972K
- Independent Advisor Alliance$882K
- Mill Creek Capital Advisors, LLC$653K
Largest adds
- EXCHANGE TRADED CONCEPTS, LLC$21M
- VAUGHAN & Co SECURITIES, INC.$2M
- Focus Partners Wealth$2M
- MORGAN STANLEY$2M
- Steele Capital Management, Inc.$2M
- UBS Group AG$2M
Largest trims
- WELLS FARGO & COMPANY/MN$4M
- LPL Financial LLC$895K
- Equitable Holdings, Inc.$805K
- IHT Wealth Management, LLC$553K
- Viewpoint Capital Management LLC$434K
- Mariner, LLC$395K
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 |
|---|---|---|---|---|
| EXCHANGE TRADED CONCEPTS, LLC added | 1,105,961 | $87M | 23.4% | 2026-Q2 |
| VAUGHAN & Co SECURITIES, INC. trimmed | 290,935 | $23M | 6.2% | 2026-Q2 |
| MORGAN STANLEY trimmed | 289,008 | $23M | 6.1% | 2026-Q2 |
| Focus Partners Wealth trimmed | 279,159 | $22M | 5.9% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 211,190 | $17M | 4.5% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 195,089 | $15M | 4.1% | 2026-Q2 |
| LPL Financial LLC trimmed | 189,995 | $15M | 4.0% | 2026-Q2 |
| Steele Capital Management, Inc. added | 189,142 | $15M | 4.0% | 2026-Q2 |
| UBS Group AG added | 137,101 | $11M | 2.9% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 132,339 | $10M | 2.8% | 2026-Q2 |
| GRANVILLE CAPITAL, INC. added | 122,866 | $10M | 2.6% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 109,773 | $9M | 2.3% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 102,383 | $8M | 2.2% | 2026-Q2 |
| MB Generational Wealth, LLC trimmed | 86,870 | $7M | 1.8% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 84,708 | $7M | 1.8% | 2026-Q2 |
| Advisory Services Network, LLC added | 61,248 | $5M | 1.3% | 2026-Q2 |
| Aptus Capital Advisors, LLC added | 60,183 | $5M | 1.3% | 2026-Q2 |
| Ipsen Advisor Group LLC added | 55,971 | $4M | 1.2% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 51,648 | $4M | 1.1% | 2026-Q2 |
| Chicago Partners Investment Group LLC trimmed | 49,964 | $4M | 1.1% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 48,303 | $4M | 1.0% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 46,552 | $4M | 1.0% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 45,893 | $4M | 1.0% | 2026-Q2 |
| Rodgers & Associates, LTD trimmed | 40,697 | $3M | 0.9% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 39,488 | $3M | 0.8% | 2026-Q2 |
| EP Wealth Advisors, LLC added | 35,354 | $3M | 0.7% | 2026-Q2 |
| Viewpoint Capital Management LLC trimmed | 34,744 | $3M | 0.7% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 34,603 | $3M | 0.7% | 2026-Q2 |
| Prosperity Consulting Group, LLC trimmed | 33,407 | $3M | 0.7% | 2026-Q2 |
| HUB Investment Partners, LLC new | 30,000 | $2M | 0.6% | 2026-Q2 |
| Perennial Investment Advisors, LLC added | 29,046 | $2M | 0.6% | 2026-Q2 |
| Twin Cities Retirement Group LLC trimmed | 28,028 | $2M | 0.6% | 2026-Q2 |
| IHT Wealth Management, LLC trimmed | 22,823 | $2M | 0.5% | 2026-Q2 |
| Black Diamond Financial, LLC added | 21,412 | $2M | 0.5% | 2026-Q2 |
| D.A. DAVIDSON & CO. trimmed | 20,330 | $2M | 0.4% | 2026-Q2 |
| SGL Investment Advisors, Inc. added | 17,984 | $1M | 0.4% | 2026-Q2 |
| LRI Investments, LLC | 17,976 | $1M | 0.4% | 2026-Q2 |
| Quantinno Capital Management LP added | 16,850 | $1M | 0.4% | 2026-Q2 |
| FIFTH THIRD BANCORP | 16,836 | $1M | 0.4% | 2026-Q2 |
| Tower Research Capital LLC (TRC) added | 15,150 | $1M | 0.3% | 2026-Q2 |
| PANORAMIC INVESTMENT ADVISORS, LLC added | 13,625 | $1M | 0.3% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 12,729 | $997K | 0.3% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 11,423 | $896K | 0.2% | 2026-Q2 |
| Key Financial Inc trimmed | 11,012 | $862K | 0.2% | 2026-Q2 |
| Merit Financial Group, LLC added | 10,558 | $827K | 0.2% | 2026-Q2 |
| Abel Hall, LLC added | 10,172 | $797K | 0.2% | 2026-Q2 |
| HighPoint Advisor Group LLC trimmed | 9,491 | $743K | 0.2% | 2026-Q2 |
| Pathstone Holdings, LLC new | 9,399 | $736K | 0.2% | 2026-Q2 |
| Mariner, LLC trimmed | 8,835 | $692K | 0.2% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 8,810 | $690K | 0.2% | 2026-Q2 |
| Pacific Sun Financial Corp trimmed | 8,719 | $683K | 0.2% | 2026-Q2 |
| KELLY FINANCIAL GROUP LLC trimmed | 8,573 | $671K | 0.2% | 2026-Q2 |
| Equitable Holdings, Inc. trimmed | 7,856 | $615K | 0.2% | 2026-Q2 |
| Geneos Wealth Management Inc. | 7,255 | $568K | 0.2% | 2026-Q2 |
| Courage Miller Partners, LLC trimmed | 6,897 | $540K | 0.1% | 2026-Q2 |
| Madison Wealth Partners, Inc added | 6,820 | $534K | 0.1% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 6,675 | $523K | 0.1% | 2026-Q2 |
| Northwest Wealth Advisors, LLC trimmed | 6,514 | $510K | 0.1% | 2026-Q2 |
| GWN SECURITIES INC. added | 6,129 | $480K | 0.1% | 2026-Q2 |
| Asset Dedication, LLC added | 5,859 | $459K | 0.1% | 2026-Q2 |
| Essex Financial Services, Inc. | 5,848 | $458K | 0.1% | 2026-Q2 |
| Sensible Money, LLC added | 5,757 | $451K | 0.1% | 2026-Q2 |
| FMR LLC added | 5,099 | $399K | 0.1% | 2026-Q2 |
| JIM SAULNIER & ASSOCIATES, LLC trimmed | 5,069 | $397K | 0.1% | 2026-Q2 |
| John A. Wolfe & Associates, Inc. trimmed | 5,023 | $393K | 0.1% | 2026-Q2 |
| Towerpoint Wealth, LLC added | 5,011 | $392K | 0.1% | 2026-Q2 |
| Argent Trust Co | 4,889 | $383K | 0.1% | 2026-Q2 |
| Lansing Street Advisors added | 4,884 | $382K | 0.1% | 2026-Q2 |
| TRANSCEND CAPITAL ADVISORS, LLC | 4,649 | $364K | 0.1% | 2026-Q2 |
| Creative Planning trimmed | 4,518 | $354K | 0.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 4,511 | $354K | 0.1% | 2026-Q2 |
| MONECO ADVISORS, LLC | 4,504 | $353K | 0.1% | 2026-Q2 |
| CITIGROUP INC trimmed | 4,493 | $352K | 0.1% | 2026-Q2 |
| LANARK FINANCIAL, INC. trimmed | 4,475 | $350K | 0.1% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. | 4,450 | $349K | 0.1% | 2026-Q2 |
| Farther Finance Advisors, LLC trimmed | 4,321 | $338K | 0.1% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC added | 3,942 | $309K | 0.1% | 2026-Q2 |
| Unified Investment Management trimmed | 3,931 | $308K | 0.1% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 3,896 | $305K | 0.1% | 2026-Q2 |
| Kohmann Bosshard Financial Services, LLC added | 3,691 | $289K | 0.1% | 2026-Q2 |
| NewEdge Advisors, LLC trimmed | 3,569 | $280K | 0.1% | 2026-Q2 |
| RMR Capital Management, LLC trimmed | 3,486 | $273K | 0.1% | 2026-Q2 |
| Vise Technologies, Inc. trimmed | 3,322 | $260K | 0.1% | 2026-Q2 |
| Rockefeller Capital Management L.P. trimmed | 3,273 | $256K | 0.1% | 2026-Q2 |
| BARRETT & COMPANY, INC. | 3,154 | $247K | 0.1% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 3,152 | $247K | 0.1% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 3,035 | $238K | 0.1% | 2026-Q2 |
| Smartleaf Asset Management LLC | 3,009 | $236K | 0.1% | 2026-Q2 |
| Western Wealth Management, LLC added | 2,956 | $231K | 0.1% | 2026-Q2 |
| Waverly Advisors, LLC | 2,925 | $229K | 0.1% | 2026-Q2 |
| Summit Financial, LLC trimmed | 2,838 | $222K | 0.1% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 2,804 | $220K | 0.1% | 2026-Q2 |
| Richwood Investment Advisors, LLC | 2,775 | $217K | 0.1% | 2026-Q2 |
| SAGE FINANCIAL GROUP INC trimmed | 2,758 | $216K | 0.1% | 2026-Q2 |
| Greykasell Wealth Strategies, Inc. added | 2,557 | $200K | 0.1% | 2026-Q2 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC new | 2,365 | $185K | 0.1% | 2026-Q2 |
| City State Bank | 2,196 | $172K | 0.0% | 2026-Q2 |
| Basepoint Wealth LLC added | 1,765 | $138K | 0.0% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 1,179 | $92K | 0.0% | 2026-Q2 |
| Brentview Investment Management LLC | 1,000 | $78K | 0.0% | 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.