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Institutional Ownership · SEC Form 13F

Who owns ISRA


Which tracked institutional funds hold ISRA, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See ISRA company fundamentals →

Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-26). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

45
Institutional holders
585K
Shares held (tracked funds)

How the tape is positioned

6 tracked funds added or opened ISRA while 3 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

ISRA’s largest tracked holder by dollar value, PARTNERS CAPITAL INVESTMENT GROUP, LLP, sizes it at 0.3% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.3pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in ISRA 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 45 tracked filers holding ISRA, 18 increased or opened the position and 13 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 ISRA 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 4

  • JANE STREET GROUP, LLC$3M
  • Ascent Advisors, LLC$2M
  • Focus Partners Wealth$986K
  • LexAurum Advisors, LLC$822K

Full exits 1

  • KEMPNER CAPITAL MANAGEMENT INC.$1M

Largest adds

  • SUSQUEHANNA INTERNATIONAL GROUP, LLP$376K
  • WELLS FARGO & COMPANY/MN$291K

Largest trims

  • NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$8M
  • CITADEL 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).

FundSharesReported value% of valueQuarter
PARTNERS CAPITAL INVESTMENT GROUP, LLP147,257$9M24.0%2026-Q1
IMA Advisory Services, Inc. added61,616$4M10.0%2026-Q1
JANE STREET GROUP, LLC added41,700$3M6.8%2026-Q1
Whitaker-Myers Wealth Managers, LTD. trimmed34,633$2M5.7%2026-Q1
Ascent Advisors, LLC new81,859$2M5.6%2026-Q1
COMMON FUND FOR NONPROFIT ORGANIZATIONS18,518$1M3.0%2026-Q1
Focus Partners Wealth new16,315$986K2.7%2026-Q1
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV15,615$944K2.5%2026-Q1
LPL Financial LLC added13,996$846K2.3%2026-Q1
BANK OF AMERICA CORP /DE/ added13,979$845K2.3%2026-Q1
LexAurum Advisors, LLC new13,595$822K2.2%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP added13,503$816K2.2%2026-Q1
MORGAN STANLEY trimmed13,183$797K2.2%2026-Q1
Analyst IMS Investment Management Services Ltd. added11,551$698K1.9%2026-Q1
RVW Wealth, LLC added9,060$548K1.5%2026-Q1
Team Hewins, LLC8,220$497K1.3%2026-Q1
TD Waterhouse Canada Inc. added7,254$443K1.2%2026-Q1
Ackerman Asset Management, LLC6,801$411K1.1%2026-Q1
TRUIST FINANCIAL CORP added6,419$388K1.0%2026-Q1
SFMG, LLC6,279$380K1.0%2026-Q1
Pathstone Holdings, LLC5,893$356K1.0%2026-Q1
WELLS FARGO & COMPANY/MN added5,130$310K0.8%2026-Q1
CITADEL ADVISORS LLC trimmed4,504$272K0.7%2026-Q1
WILLNER & HELLER, LLC4,267$258K0.7%2026-Q1
Cetera Investment Advisers trimmed4,249$257K0.7%2026-Q1
NCM Capital Management, LLC3,750$227K0.6%2026-Q1
JONES FINANCIAL COMPANIES LLLP added3,177$189K0.5%2026-Q1
Powell Investment Advisors, LLC1,750$106K0.3%2026-Q1
ROYAL BANK OF CANADA added1,699$103K0.3%2026-Q1
OSAIC HOLDINGS, INC. trimmed1,643$99K0.3%2026-Q1
MARK SHEPTOFF FINANCIAL PLANNING, LLC1,300$90K0.2%2026-Q1
Farther Finance Advisors, LLC1,207$74K0.2%2026-Q1
FIFTH THIRD BANCORP1,200$73K0.2%2026-Q1
JPMORGAN CHASE & CO added1,250$72K0.2%2026-Q1
GLENMEDE TRUST CO NA750$45K0.1%2026-Q1
PNC FINANCIAL SERVICES GROUP, INC.700$42K0.1%2026-Q1
IFP Advisors, Inc653$39K0.1%2026-Q1
FMR LLC added271$16K0.0%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed200$12K0.0%2026-Q1
Blue Trust, Inc.150$9K0.0%2026-Q1
UBS Group AG trimmed90$5K0.0%2026-Q1
VAN ECK ASSOCIATES CORP new58$4K0.0%2026-Q1
EverSource Wealth Advisors, LLC trimmed66$3K0.0%2026-Q1
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC40$2K0.0%2026-Q1
ASSETMARK, INC4$2420.0%2026-Q1
Tidal Investments LLC trimmed34,684$2M5.1%2025-Q3 stale
KEMPNER CAPITAL MANAGEMENT INC.22,500$1M3.6%2025-Q4 stale
FLOW TRADERS U.S. LLC new18,104$988K2.7%2025-Q3 stale
Kestra Advisory Services, LLC new1,279$75K0.2%2025-Q4 stale
BESSEMER GROUP INC1,125$66K0.2%2025-Q4 stale
Glenmede Investment Management, LP750$41K0.1%2025-Q3 stale
Rockefeller Capital Management L.P.500$29K0.1%2025-Q4 stale
AE Wealth Management LLC498$26K0.1%2025-Q2 stale
RAYMOND JAMES FINANCIAL INC new355$18K0.0%2025-Q2 stale
AMERIFLEX GROUP, INC.255$13K0.0%2025-Q2 stale
PRINCIPAL SECURITIES, INC.200$9K0.0%2025-Q1 stale
Grove Bank & Trust added100$5K0.0%2025-Q3 stale
Global Retirement Partners, LLC added82$5K0.0%2025-Q4 stale
CONCOURSE FINANCIAL GROUP SECURITIES, INC.00.0%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.

HoldersTotal shares

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.

Learn how to read institutional ownership