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Security record

ILCB

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
43Tracked holders
0Δ holders
3.05MShares held
$315.76MReported value
+1New positions
−1Exits
Stable How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth 0.0% · share flow +0.6% · net new positions 0.0%formula

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 43 0 3.05M $315.76M +1 −1
Q1 2026 44 +3 3.03M $272.41M +3
Q4 2025 41 0 3.07M $280.77M
Q3 2025 5 0 970.68K $89.71M +1 −1
Q2 2025 2 0 26.66K $2.29M +1 −1
Q1 2025 1 -1 58.17K $4.49M −1
Q4 2024 2 +1 65.40K $5.31M +1
Q3 2024 1 0 6.31K $499,704
Q2 2024 1 32.74K $2.46M
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Ameriprise Financial Inc 505.47K -0.3% $52.39M 0.0% ▼ Trim 3 SEC ↗
2 Morgan Stanley 489.77K -0.1% $50.77M 0.0% ▼ Trim 4 SEC ↗
3 Morgan Stanley 489.77K -0.1% $50.77M 0.0% ▼ Trim 4 SEC ↗
4 LPL Financial LLC 253.62K +1.8% $26.29M 0.0% ▲ Add 3 SEC ↗
5 Cetera Investment Advisers 212.39K -2.9% $22.01M 0.0% ▼ Trim 3 SEC ↗
6 JPMorgan Chase 172.96K -0.6% $17.78M 0.0% ▼ Trim 4 SEC ↗
7 JPMorgan Chase 172.96K -0.6% $17.78M 0.0% ▼ Trim 4 SEC ↗
8 JPMorgan Chase 172.96K -0.6% $17.78M 0.0% ▼ Trim 4 SEC ↗
9 Wealth Enhancement Advisory… 164.36K -2.6% $17.20M 0.0% ▼ Trim 3 SEC ↗
10 Osaic Holdings, Inc. 158.58K +4.5% $16.44M 0.0% ▲ Add 3 SEC ↗
11 Osaic Holdings, Inc. 158.58K +4.5% $16.44M 0.0% ▲ Add 3 SEC ↗
12 Commonwealth Equity Services, Llc 116.11K -3.8% $12.03M 0.0% ▼ Trim 3 SEC ↗
13 Bank Of America Corp /De/ 112.43K -1.5% $11.65M 0.0% ▼ Trim 3 SEC ↗
14 Bank Of America Corp /De/ 112.43K -1.5% $11.65M 0.0% ▼ Trim 3 SEC ↗
15 Royal Bank Of Canada 102.56K -12.9% $10.63M 0.0% ▼ Trim 3 SEC ↗
16 Royal Bank Of Canada 102.56K -12.9% $10.63M 0.0% ▼ Trim 3 SEC ↗
17 UBS Group AG 97.68K -0.3% $10.12M 0.0% ▼ Trim 3 SEC ↗
18 Corient Private Wealth LP 96.39K +0.5% $9.99M 0.0% ▲ Add 3 SEC ↗
19 Wells Fargo & Company/Mn 75.48K -9.1% $7.82M 0.0% ▼ Trim 3 SEC ↗
20 Wells Fargo & Company/Mn 75.48K -9.1% $7.82M 0.0% ▼ Trim 3 SEC ↗
21 Mercer Global Advisors Inc /Adv 63.05K -0.5% $6.53M 0.0% ▼ Trim 3 SEC ↗
22 Raymond James Financial Inc 41.28K +6.9% $4.28M 0.0% ▲ Add 3 SEC ↗
23 Raymond James Financial Inc 41.28K +6.9% $4.28M 0.0% ▲ Add 3 SEC ↗
24 Envestnet Asset Management Inc 38.76K -0.8% $4.02M 0.0% ▼ Trim 3 SEC ↗
25 Goldman Sachs Group 37.75K +28.5% $3.91M 0.0% ▲ Add 4 SEC ↗
26 Creative Planning 32.55K +302.9% $3.37M 0.0% ▲ Add 3 SEC ↗
27 Creative Planning 32.55K +302.9% $3.37M 0.0% ▲ Add 3 SEC ↗
28 Northwestern Mutual Wealth… 30.61K +5.4% $3.17M 0.0% ▲ Add 3 SEC ↗
29 Financial Engines Advisors L.L.C. 29.84K +6.0% $3.09M 0.0% ▲ Add 3 SEC ↗
30 BlackRock (passive) 26.09K New $2.70M 0.0% New 1 SEC ↗
31 Fidelity (FMR) 25.63K +3.7% $2.66M 0.0% ▲ Add 5 SEC ↗
32 Cerity Partners LLC 25.31K +7.4% $2.62M 0.0% ▲ Add 3 SEC ↗
33 Cerity Partners LLC 25.31K +7.4% $2.62M 0.0% ▲ Add 3 SEC ↗
34 Cerity Partners LLC 25.31K +7.4% $2.62M 0.0% ▲ Add 3 SEC ↗
35 Cerity Partners LLC 25.31K +7.4% $2.62M 0.0% ▲ Add 3 SEC ↗
36 Cerity Partners LLC 25.31K +7.4% $2.62M 0.0% ▲ Add 3 SEC ↗
37 Mml Investors Services, Llc 23.14K +6.1% $2.40M 0.0% ▲ Add 3 SEC ↗
38 HighTower Advisors, LLC 15.22K 0.0% $1.58M 0.0% Held 3 SEC ↗
39 Focus Partners Wealth 11.88K +0.1% $1.23M 0.0% ▲ Add 3 SEC ↗
40 Stifel Financial Corp 10.81K +13.7% $1.12M 0.0% ▲ Add 3 SEC ↗
41 Mariner, LLC 10.73K -34.1% $1.11M 0.0% ▼ Trim 3 SEC ↗
42 Citigroup Inc 10.45K -3.8% $1.08M 0.0% ▼ Trim 3 SEC ↗
43 Fifth Third Bancorp 7.58K -4.8% $786,185 0.0% ▼ Trim 3 SEC ↗
44 AQR Capital Management 6.92K +11.3% $717,203 0.0% ▲ Add 4 SEC ↗
45 AQR Capital Management 6.92K +11.3% $717,203 0.0% ▲ Add 4 SEC ↗
46 UBS AM, a distinct business unit of… 6.20K 0.0% $642,630 0.0% Held 2 SEC ↗
47 Baird Financial Group, Inc. 6.15K -2.5% $637,758 0.0% ▼ Trim 3 SEC ↗
48 Quantinno Capital Management LP 5.79K +48.8% $600,396 0.0% ▲ Add 2 SEC ↗
49 Susquehanna International Group, Llp 5.74K -44.5% $594,847 0.0% ▼ Trim 3 SEC ↗
50 Captrust Financial Advisors 4.67K 0.0% $484,418 0.0% ▲ Add 3 SEC ↗
51 Jones Financial Companies Lllp 4.34K +15.4% $439,804 0.0% ▲ Add 3 SEC ↗
52 Pnc Financial Services Group, Inc. 4.13K 0.0% $427,826 0.0% ▲ Add 3 SEC ↗
53 Pnc Financial Services Group, Inc. 4.13K 0.0% $427,826 0.0% ▲ Add 3 SEC ↗
54 Blair William & Co/Il 1.53K 0.0% $158,377 0.0% Held 3 SEC ↗
55 Bank Of Montreal /Can/ 1.49K 0.0% $154,749 0.0% Held 3 SEC ↗
56 Us Bancorp \De\ 461 0.0% $47,783 0.0% Held 3 SEC ↗
57 Russell Investments Group, Ltd. 293 -18.6% $30,385 0.0% ▼ Trim 3 SEC ↗
58 Assetmark, Inc 85 -4.5% $8,810 0.0% ▼ Trim 3 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

BlackRock $2.70M 0.0%

Exited

Citadel Advisors $956,739 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 180 holders, 5.12M shares, $455.14M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q2 2026 · Methodology · Get this via the API