Who owns ISD
Which tracked institutional funds hold ISD, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See ISD company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-19). 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 ISD is one-sided between 2025-Q4 and 2026-Q1: 3 added or opened and 18 trimmed or exited — on balance reducing.
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
ISD’s largest tracked holder by dollar value, Stolper Co, sizes it at 3.3% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 3.3pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in ISD 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 68 tracked filers holding ISD, 29 increased or opened the position and 35 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 ISD 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 1
- WOLVERINE ASSET MANAGEMENT LLC$748K
Largest adds
- Stolper Co$11M
- WELLS FARGO & COMPANY/MN$1M
Largest trims
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$25M
- RAYMOND JAMES FINANCIAL INC$4M
- GUGGENHEIM CAPITAL LLC$3M
- COMMONWEALTH EQUITY SERVICES, LLC$2M
- MORGAN STANLEY$1M
- Capital Investment Advisors, LLC$1M
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 |
|---|---|---|---|---|
| Stolper Co added | 127,738 | $12M | 9.8% | 2026-Q1 |
| SteelPeak Wealth, LLC added | 794,786 | $10M | 8.9% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 788,127 | $10M | 8.8% | 2026-Q1 |
| GUGGENHEIM CAPITAL LLC trimmed | 529,898 | $7M | 5.9% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 503,258 | $7M | 5.6% | 2026-Q1 |
| COHEN & STEERS, INC. | 486,278 | $6M | 5.4% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 476,262 | $6M | 5.3% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 474,381 | $6M | 5.3% | 2026-Q1 |
| MORGAN STANLEY trimmed | 399,780 | $5M | 4.5% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 259,729 | $3M | 2.9% | 2026-Q1 |
| Invesco Ltd. trimmed | 239,561 | $3M | 2.7% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 212,078 | $3M | 2.4% | 2026-Q1 |
| Capital Investment Advisors, LLC trimmed | 204,566 | $3M | 2.3% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 178,617 | $2M | 2.0% | 2026-Q1 |
| Cetera Investment Advisers added | 171,475 | $2M | 1.9% | 2026-Q1 |
| Private Advisor Group, LLC added | 150,223 | $2M | 1.7% | 2026-Q1 |
| Thrivent Financial for Lutherans trimmed | 146,873 | $2M | 1.6% | 2026-Q1 |
| LPL Financial LLC added | 145,324 | $2M | 1.6% | 2026-Q1 |
| BROWN ADVISORY INC | 114,224 | $2M | 1.3% | 2026-Q1 |
| UBS Group AG trimmed | 105,470 | $1M | 1.2% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 88,003 | $1M | 1.0% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 86,713 | $1M | 1.0% | 2026-Q1 |
| Fiera Capital Corp trimmed | 81,605 | $1M | 0.9% | 2026-Q1 |
| Savvy Advisors, Inc. trimmed | 73,768 | $971K | 0.8% | 2026-Q1 |
| Marks Group Wealth Management, Inc trimmed | 65,929 | $868K | 0.7% | 2026-Q1 |
| WOLVERINE ASSET MANAGEMENT LLC added | 56,809 | $748K | 0.6% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 56,522 | $744K | 0.6% | 2026-Q1 |
| Aviance Capital Partners, LLC added | 56,371 | $742K | 0.6% | 2026-Q1 |
| Hilton Capital Management, LLC trimmed | 44,460 | $585K | 0.5% | 2026-Q1 |
| Creative Planning trimmed | 41,169 | $542K | 0.5% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 40,578 | $534K | 0.5% | 2026-Q1 |
| Investment Partners Asset Management, Inc. trimmed | 35,133 | $462K | 0.4% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 32,466 | $426K | 0.4% | 2026-Q1 |
| Modern Wealth Management, LLC trimmed | 30,541 | $403K | 0.3% | 2026-Q1 |
| Beacon Pointe Advisors, LLC added | 26,563 | $350K | 0.3% | 2026-Q1 |
| Western Wealth Management, LLC trimmed | 26,234 | $345K | 0.3% | 2026-Q1 |
| Mallini Complete Financial Planning LLC added | 22,392 | $295K | 0.3% | 2026-Q1 |
| HUB Investment Partners, LLC new | 20,590 | $271K | 0.2% | 2026-Q1 |
| IHT Wealth Management, LLC | 19,673 | $259K | 0.2% | 2026-Q1 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 19,131 | $253K | 0.2% | 2026-Q1 |
| Shaker Financial Services, LLC trimmed | 19,043 | $251K | 0.2% | 2026-Q1 |
| XTX Topco Ltd new | 18,466 | $243K | 0.2% | 2026-Q1 |
| MSH Capital Advisors LLC | 18,105 | $238K | 0.2% | 2026-Q1 |
| Intellus Advisors LLC added | 17,914 | $236K | 0.2% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 17,727 | $233K | 0.2% | 2026-Q1 |
| READYSTATE ASSET MANAGEMENT LP new | 17,280 | $227K | 0.2% | 2026-Q1 |
| Future Financial Wealth Managment LLC | 17,000 | $227K | 0.2% | 2026-Q1 |
| EVOLVE PRIVATE WEALTH, LLC trimmed | 12,768 | $168K | 0.1% | 2026-Q1 |
| Activest Wealth Management | 12,111 | $159K | 0.1% | 2026-Q1 |
| David J Yvars Group added | 11,244 | $148K | 0.1% | 2026-Q1 |
| LEVEL FOUR ADVISORY SERVICES, LLC added | 10,422 | $137K | 0.1% | 2026-Q1 |
| IFG Advisory, LLC new | 6,390 | $84K | 0.1% | 2026-Q1 |
| Rockefeller Capital Management L.P. trimmed | 5,881 | $77K | 0.1% | 2026-Q1 |
| CoreCap Advisors, LLC trimmed | 4,701 | $62K | 0.1% | 2026-Q1 |
| NewEdge Advisors, LLC added | 45,255 | $45K | 0.0% | 2026-Q1 |
| Quarry LP new | 3,018 | $40K | 0.0% | 2026-Q1 |
| FIFTH THIRD BANCORP added | 2,000 | $26K | 0.0% | 2026-Q1 |
| Advisory Services Network, LLC added | 1,680 | $22K | 0.0% | 2026-Q1 |
| Keating Financial Advisory Services, Inc. | 1,300 | $17K | 0.0% | 2026-Q1 |
| AdvisorNet Financial, Inc | 872 | $11K | 0.0% | 2026-Q1 |
| Sound Income Strategies, LLC added | 786 | $10K | 0.0% | 2026-Q1 |
| Spire Wealth Management | 600 | $8K | 0.0% | 2026-Q1 |
| COUNTRY TRUST BANK new | 250 | $3K | 0.0% | 2026-Q1 |
| CWM, LLC trimmed | 207 | $3K | 0.0% | 2026-Q1 |
| HIGHLINE WEALTH PARTNERS LLC new | 200 | $3K | 0.0% | 2026-Q1 |
| Osbon Capital Management LLC new | 80 | $1K | 0.0% | 2026-Q1 |
| Corient Private Wealth LLC | 24,281 | $568 | 0.0% | 2026-Q1 |
| Allworth Financial LP trimmed | 23 | $303 | 0.0% | 2026-Q1 |
| MJT & Associates Financial Advisory Group, Inc. new | 217,505 | $3M | 2.6% | 2025-Q1 stale |
| Advisors Asset Management, Inc. trimmed | 67,631 | $964K | 0.8% | 2025-Q1 stale |
| Baird Financial Group, Inc. added | 39,905 | $565K | 0.5% | 2025-Q2 stale |
| TOWNSQUARE CAPITAL LLC new | 27,151 | $387K | 0.3% | 2025-Q1 stale |
| Concurrent Investment Advisors, LLC added | 22,696 | $323K | 0.3% | 2025-Q1 stale |
| Pathstone Holdings, LLC trimmed | 22,032 | $299K | 0.3% | 2025-Q1 stale |
| TWO SIGMA SECURITIES, LLC added | 19,188 | $272K | 0.2% | 2025-Q2 stale |
| MILLENNIUM MANAGEMENT LLC trimmed | 17,724 | $253K | 0.2% | 2025-Q1 stale |
| Summit Trail Advisors, LLC new | 16,000 | $228K | 0.2% | 2025-Q1 stale |
| Integrated Wealth Concepts LLC new | 15,207 | $217K | 0.2% | 2025-Q1 stale |
| Summit X, LLC new | 13,614 | $194K | 0.2% | 2025-Q1 stale |
| Cambridge Investment Research Advisors, Inc. added | 10,276 | $146K | 0.1% | 2025-Q2 stale |
| Arax Advisory Partners | 6,807 | $98K | 0.1% | 2025-Q4 stale |
| FSA Wealth Management LLC | 4,890 | $70K | 0.1% | 2025-Q3 stale |
| PRINCIPAL SECURITIES, INC. added | 3,380 | $49K | 0.0% | 2025-Q3 stale |
| OPTIMUM INVESTMENT ADVISORS | 3,250 | $47K | 0.0% | 2025-Q3 stale |
| CAROLINAS WEALTH CONSULTING LLC | 3,207 | $46K | 0.0% | 2025-Q1 stale |
| Strategic Advocates LLC added | 2,177 | $32K | 0.0% | 2025-Q4 stale |
| COMERICA BANK trimmed | 2,000 | $29K | 0.0% | 2025-Q4 stale |
| Turim 21 Investimentos Ltda. trimmed | 1,263 | $18K | 0.0% | 2025-Q4 stale |
| HARBOUR INVESTMENTS, INC. added | 1,007 | $15K | 0.0% | 2025-Q4 stale |
| Geneos Wealth Management Inc. trimmed | 811 | $11K | 0.0% | 2025-Q2 stale |
| GPS Wealth Strategies Group, LLC added | 536 | $8K | 0.0% | 2025-Q4 stale |
| Pinnacle Wealth Planning Services, Inc. trimmed | 247 | $4K | 0.0% | 2025-Q4 stale |
| COLDSTREAM CAPITAL MANAGEMENT INC new | 68 | $969 | 0.0% | 2025-Q1 stale |
| WPG Advisers, LLC trimmed | 67 | $949 | 0.0% | 2025-Q2 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 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.