Security record · archived quarter
ISCG
name pending profile ingest
39Tracked holders
0Δ holders
5.82MShares held
$317.38MReported value
+2New positions
−2Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -1.9% · net new positions 0.0% · formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Focus Partners Wealth | 955.72K | -1.9% | $52.37M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 2 | JPMorgan Chase ✦ | 848.25K | -0.4% | $44.94M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 3 | LPL Financial LLC | 633.24K | -6.4% | $34.70M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Osaic Holdings, Inc. | 566.75K | -8.1% | $31.06M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 5 | Northwestern Mutual Wealth… | 541.34K | +4.2% | $29.67M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Cetera Investment Advisers | 412.64K | +2.1% | $22.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 269.36K | +4.3% | $14.76M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 8 | Morgan Stanley ✦ | 260.12K | +20.3% | $14.25M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 9 | Ameriprise Financial Inc | 251.28K | +70.3% | $13.77M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 10 | UBS Group AG | 166.83K | -1.0% | $9.14M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 165.29K | +3.2% | $9.06M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 12 | Raymond James Financial Inc | 155.78K | -6.8% | $8.54M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 13 | Mariner, LLC | 140.55K | +11.2% | $7.70M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 14 | HighTower Advisors, LLC | 66.45K | +1.4% | $3.64M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Royal Bank Of Canada | 64.86K | +61.8% | $3.55M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 16 | Commonwealth Equity Services, Llc | 64.18K | -3.8% | $3.52M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Captrust Financial Advisors | 54.71K | +30.9% | $3.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Envestnet Asset Management Inc | 31.99K | +22.4% | $1.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Mml Investors Services, Llc | 25.27K | +7.7% | $1.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Creative Planning | 21.48K | +1.1% | $1.18M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Stifel Financial Corp | 15.46K | +9.6% | $847,426 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 22 | Fidelity (FMR) ✦ | 12.49K | +44.9% | $684,279 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 23 | Cwm, Llc | 11.17K | -95.1% | $612,362 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Lido Advisors, LLC | 11.12K | +0.3% | $609,557 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Jones Financial Companies Lllp | 10.80K | +25.2% | $579,468 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Northern Trust Corp | 10.48K | 0.0% | $574,523 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Wealth Enhancement Advisory… | 8.15K | +93.4% | $454,420 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Financial Engines Advisors L.L.C. | 7.96K | -3.0% | $436,153 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Cibc World Market Inc. | 7.90K | 0.0% | $433,084 | 0.0% | Held | 2 | SEC ↗ |
| 30 | Jane Street Group, Llc | 6.57K | New | $359,926 | 0.0% | New | 1 | SEC ↗ |
| 31 | Citigroup Inc | 6.02K | +11.2% | $329,795 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Susquehanna International Group, Llp | 5.49K | +44.7% | $300,742 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Fifth Third Bancorp | 5.00K | New | $274,147 | 0.0% | New | 1 | SEC ↗ |
| 34 | Rockefeller Capital Management L.P. | 2.79K | 0.0% | $153,176 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 35 | Blair William & Co/Il | 1.06K | 0.0% | $58,198 | 0.0% | Held | 2 | SEC ↗ |
| 36 | Assetmark, Inc | 866 | -0.6% | $47,457 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Bank Of Montreal /Can/ | 186 | 0.0% | $10,193 | 0.0% | Held | 2 | SEC ↗ |
| 38 | Qube Research & Technologies Ltd | 174 | -51.8% | $9,535 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | Russell Investments Group, Ltd. | 51 | 0.0% | $2,795 | 0.0% | Held | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Jane Street Group, Llc | $359,926 | 0.0% |
| Fifth Third Bancorp | $274,147 | 0.0% |
Exited
| Goldman Sachs Group | $1.96M | was 0.0% |
| Corient Private Wealth LP | $683,083 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 157 holders, 8.61M shares, $461.24M 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: Q1 2026 ·
Methodology ·
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