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-Q2 13F filings (latest filed 2026-08-18). 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
10 tracked funds added or opened ISD while 11 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
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 2026-Q1 and 2026-Q2, across 67 tracked filers holding ISD, 33 increased or opened the position and 26 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 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 2
- LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$2M
- Logan Stone Capital, LLC$1M
Full exits 3
- Stolper Co$12M
- COHEN & STEERS, INC.$6M
- Thrivent Financial for Lutherans$2M
Largest adds
- Shaker Financial Services, LLC$2M
- Invesco Ltd.$1M
- NewEdge Advisors, LLC$857K
- READYSTATE ASSET MANAGEMENT LP$789K
- BANK OF AMERICA CORP /DE/$703K
- WOLVERINE ASSET MANAGEMENT LLC$616K
Largest trims
- Private Advisor Group, LLC$2M
- WELLS FARGO & COMPANY/MN$1M
- GUGGENHEIM CAPITAL LLC$633K
- ROYAL BANK OF CANADA$539K
- Savvy Advisors, Inc.$493K
- COMMONWEALTH EQUITY SERVICES, LLC$404K
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 |
|---|---|---|---|---|
| SteelPeak Wealth, LLC added | 804,218 | $11M | 9.0% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 763,231 | $10M | 8.6% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 560,909 | $7M | 6.3% | 2026-Q2 |
| GUGGENHEIM CAPITAL LLC trimmed | 485,492 | $6M | 5.5% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 451,612 | $6M | 5.1% | 2026-Q2 |
| MORGAN STANLEY added | 410,698 | $5M | 4.6% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 367,465 | $5M | 4.1% | 2026-Q2 |
| Invesco Ltd. added | 324,629 | $4M | 3.7% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 255,741 | $3M | 2.9% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 209,371 | $3M | 2.4% | 2026-Q2 |
| Capital Investment Advisors, LLC trimmed | 182,383 | $2M | 2.1% | 2026-Q2 |
| Cetera Investment Advisers added | 176,559 | $2M | 2.0% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 172,448 | $2M | 1.9% | 2026-Q2 |
| Shaker Financial Services, LLC added | 160,858 | $2M | 1.8% | 2026-Q2 |
| LPL Financial LLC added | 151,524 | $2M | 1.7% | 2026-Q2 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. new | 116,532 | $2M | 1.3% | 2026-Q2 |
| BROWN ADVISORY INC | 114,224 | $1M | 1.3% | 2026-Q2 |
| UBS Group AG added | 111,933 | $1M | 1.3% | 2026-Q2 |
| WOLVERINE ASSET MANAGEMENT LLC added | 104,426 | $1M | 1.2% | 2026-Q2 |
| Logan Stone Capital, LLC new | 96,225 | $1M | 1.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 85,220 | $1M | 1.0% | 2026-Q2 |
| Fiera Capital Corp added | 83,982 | $1M | 0.9% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC trimmed | 82,456 | $1M | 0.9% | 2026-Q2 |
| READYSTATE ASSET MANAGEMENT LP added | 77,863 | $1M | 0.9% | 2026-Q2 |
| NewEdge Advisors, LLC added | 69,122 | $903K | 0.8% | 2026-Q2 |
| Marks Group Wealth Management, Inc | 65,929 | $861K | 0.7% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 59,137 | $772K | 0.7% | 2026-Q2 |
| Aviance Capital Partners, LLC added | 57,813 | $755K | 0.7% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 46,906 | $613K | 0.5% | 2026-Q2 |
| Hilton Capital Management, LLC trimmed | 43,260 | $565K | 0.5% | 2026-Q2 |
| Creative Planning trimmed | 37,675 | $492K | 0.4% | 2026-Q2 |
| Savvy Advisors, Inc. trimmed | 36,598 | $478K | 0.4% | 2026-Q2 |
| Investment Partners Asset Management, Inc. | 35,133 | $459K | 0.4% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 35,545 | $457K | 0.4% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 31,419 | $410K | 0.4% | 2026-Q2 |
| Modern Wealth Management, LLC added | 30,574 | $399K | 0.3% | 2026-Q2 |
| Beacon Pointe Advisors, LLC added | 28,138 | $367K | 0.3% | 2026-Q2 |
| Western Wealth Management, LLC trimmed | 24,441 | $319K | 0.3% | 2026-Q2 |
| Corient Private Wealth LP trimmed | 24,262 | $317K | 0.3% | 2026-Q2 |
| Mallini Complete Financial Planning LLC added | 23,330 | $305K | 0.3% | 2026-Q2 |
| Intellus Advisors LLC added | 22,349 | $292K | 0.3% | 2026-Q2 |
| HUB Investment Partners, LLC | 20,590 | $269K | 0.2% | 2026-Q2 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 19,131 | $248K | 0.2% | 2026-Q2 |
| MSH Capital Advisors LLC trimmed | 17,105 | $223K | 0.2% | 2026-Q2 |
| Future Financial Wealth Managment LLC | 17,000 | $213K | 0.2% | 2026-Q2 |
| MELFA WEALTH MANAGEMENT, INC. new | 16,084 | $210K | 0.2% | 2026-Q2 |
| XTX Topco Ltd trimmed | 14,722 | $192K | 0.2% | 2026-Q2 |
| IHT Wealth Management, LLC trimmed | 14,472 | $189K | 0.2% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 13,911 | $182K | 0.2% | 2026-Q2 |
| EVOLVE PRIVATE WEALTH, LLC trimmed | 12,569 | $164K | 0.1% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP new | 11,885 | $155K | 0.1% | 2026-Q2 |
| StoneX Group Inc. new | 11,440 | $150K | 0.1% | 2026-Q2 |
| David J Yvars Group added | 11,451 | $150K | 0.1% | 2026-Q2 |
| Arax Advisory Partners added | 11,052 | $144K | 0.1% | 2026-Q2 |
| LEVEL FOUR ADVISORY SERVICES, LLC added | 10,446 | $136K | 0.1% | 2026-Q2 |
| IFG Advisory, LLC | 6,390 | $83K | 0.1% | 2026-Q2 |
| Rockefeller Capital Management L.P. | 5,881 | $77K | 0.1% | 2026-Q2 |
| CoreCap Advisors, LLC added | 4,734 | $62K | 0.1% | 2026-Q2 |
| Quarry LP added | 4,059 | $53K | 0.0% | 2026-Q2 |
| Integrated Wealth Concepts LLC trimmed | 4,001 | $52K | 0.0% | 2026-Q2 |
| FIFTH THIRD BANCORP | 2,000 | $26K | 0.0% | 2026-Q2 |
| Keating Financial Advisory Services, Inc. | 1,300 | $17K | 0.0% | 2026-Q2 |
| AdvisorNet Financial, Inc | 872 | $11K | 0.0% | 2026-Q2 |
| Spire Wealth Management | 600 | $8K | 0.0% | 2026-Q2 |
| COUNTRY TRUST BANK | 250 | $3K | 0.0% | 2026-Q2 |
| HIGHLINE WEALTH PARTNERS LLC | 200 | $3K | 0.0% | 2026-Q2 |
| Allworth Financial LP | 23 | $306 | 0.0% | 2026-Q2 |
| Stolper Co added | 127,738 | $12M | 9.9% | 2026-Q1 stale (1 quarter behind) |
| COHEN & STEERS, INC. | 486,278 | $6M | 5.5% | 2026-Q1 stale (1 quarter behind) |
| Thrivent Financial for Lutherans trimmed | 146,873 | $2M | 1.7% | 2026-Q1 stale (1 quarter behind) |
| Activest Wealth Management | 12,111 | $159K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Advisory Services Network, LLC added | 1,680 | $22K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Sound Income Strategies, LLC added | 786 | $10K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| CWM, LLC trimmed | 207 | $3K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Osbon Capital Management LLC new | 80 | $1K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Strategic Advocates LLC added | 2,177 | $32K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| COMERICA BANK trimmed | 2,000 | $29K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Turim 21 Investimentos Ltda. trimmed | 1,263 | $18K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| HARBOUR INVESTMENTS, INC. added | 1,007 | $15K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| GPS Wealth Strategies Group, LLC added | 536 | $8K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Pinnacle Wealth Planning Services, Inc. new | 247 | $4K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| FSA Wealth Management LLC | 4,890 | $70K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| PRINCIPAL SECURITIES, INC. added | 3,380 | $49K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| OPTIMUM INVESTMENT ADVISORS | 3,250 | $47K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Baird Financial Group, Inc. added | 39,905 | $565K | 0.5% | 2025-Q2 stale (4 quarters behind) |
| TWO SIGMA SECURITIES, LLC new | 19,188 | $272K | 0.2% | 2025-Q2 stale (4 quarters behind) |
| Cambridge Investment Research Advisors, Inc. added | 10,276 | $146K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| Geneos Wealth Management Inc. trimmed | 811 | $11K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| WPG Advisers, LLC trimmed | 67 | $949 | 0.0% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
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.