Security record · archived quarter
ISCV
name pending profile ingest
36Tracked holders
+1Δ holders
2.17MShares held
$150.72MReported value
+3New positions
−2Exits
Momentum inputs (comparable managers):
holder breadth +2.9% ·
share flow +6.4% ·
net new positions +2.8%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 7.45K | $562,334 | n/a | n/a |
| Q2 2026 | 37 | +3 | 2.07M | $161.89M | +3 | −1 |
| Q1 2026 | 36 | +1 | 2.17M | $150.72M | +3 | −2 |
| Q4 2025 | 35 | +1 | 2.04M | $139.69M | +1 | n/a |
| Q3 2025 | 4 | -1 | 462.31K | $30.81M | n/a | −1 |
| Q2 2025 | 2 | -1 | 10.90K | $669,427 | n/a | −1 |
| Q1 2025 | 2 | +2 | 35.20K | $2.09M | +2 | n/a |
| Q3 2024 | 1 | 0 | 6.79K | $431,286 | n/a | n/a |
| Q2 2024 | 1 | n/a | 52.02K | $3.01M | n/a | n/a |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 299.79K | -5.3% | $20.84M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 2 | Focus Partners Wealth | 288.14K | +1.0% | $20.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Royal Bank Of Canada | 234.53K | +51.1% | $16.30M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 4 | LPL Financial LLC | 226.96K | -1.9% | $15.78M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 201.87K | +17.1% | $14.03M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 6 | Wells Fargo & Company/Mn | 148.79K | +5.5% | $10.34M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 7 | Envestnet Asset Management Inc | 133.81K | +141.9% | $9.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | UBS Group AG | 132.48K | -1.5% | $9.21M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 9 | Raymond James Financial Inc | 111.69K | -2.0% | $7.76M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 10 | Cetera Investment Advisers | 102.63K | +3.4% | $7.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Commonwealth Equity Services, Llc | 51.11K | -7.3% | $3.55M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | JPMorgan Chase ✦ | 46.87K | +2.5% | $3.18M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 13 | Ameriprise Financial Inc | 38.41K | -14.9% | $2.67M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 14 | Captrust Financial Advisors | 34.73K | -4.2% | $2.41M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Fifth Third Bancorp | 16.84K | New | $1.17M | 0.0% | New | 1 | SEC ↗ |
| 16 | Mariner, LLC | 15.63K | -8.3% | $1.09M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Northwestern Mutual Wealth… | 13.11K | +2.5% | $911,479 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Jane Street Group, Llc | 8.78K | New | $610,159 | 0.0% | New | 1 | SEC ↗ |
| 19 | Jones Financial Companies Lllp | 7.75K | +17.6% | $528,221 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Quantinno Capital Management LP | 6.95K | 0.0% | $483,094 | 0.0% | Held | 2 | SEC ↗ |
| 21 | HighTower Advisors, LLC | 6.85K | +6.3% | $475,861 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Wealth Enhancement Advisory… | 6.51K | -36.8% | $454,821 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Creative Planning | 4.96K | 0.0% | $344,869 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Fidelity (FMR) ✦ | 4.91K | +33.1% | $341,394 | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 25 | Osaic Holdings, Inc. | 4.88K | +26.1% | $339,540 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 26 | Citigroup Inc | 4.50K | -55.8% | $312,934 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | UBS AM, a distinct business unit of… | 3.90K | New | $270,811 | 0.0% | New | 1 | SEC ↗ |
| 28 | Cwm, Llc | 3.50K | -0.7% | $243,076 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Rockefeller Capital Management L.P. | 3.30K | +207.4% | $229,295 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 30 | Stifel Financial Corp | 3.03K | +2.6% | $210,712 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 31 | Pnc Financial Services Group, Inc. | 870 | 0.0% | $60,474 | 0.0% | Held | 2 | SEC ↗ |
| 32 | Us Bancorp \De\ | 800 | 0.0% | $55,608 | 0.0% | Held | 2 | SEC ↗ |
| 33 | Bank Of Montreal /Can/ | 503 | -9.0% | $34,964 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 34 | Russell Investments Group, Ltd. | 85 | +1.2% | $5,881 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Assetmark, Inc | 84 | -67.3% | $5,839 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Blair William & Co/Il | 72 | +105.7% | $5,005 | 0.0% | ▲ Add | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Fifth Third Bancorp | $1.17M | 0.0% |
| Jane Street Group, Llc | $610,159 | 0.0% |
| UBS AM, a distinct business… | $270,811 | 0.0% |
Exited
| Goldman Sachs Group | $3.01M | was 0.0% |
| Two Sigma Investments | $1.03M | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 124 holders, 4.87M shares, $322.11M 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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