ICLO Institutional Ownership
Who owns ICLO and what the big funds did with it last quarter, from every SEC 13F filing. 93 funds reported holding ICLO at Jun 30, 2026.
- ▲54 buying vs 32 selling
- ▲Shares held by funds +13.7%
- ▲Funds holding +3
- ▼Superinvestors: 0 added, 1 cut
- ●Put/call not meaningful
What the filings show, not a forecast. Positions can be up to 45 days old and leave out short sales.
Funds holding and ownership
8 quartersQuarter over quarter
all 13F filers| Q2 2026 | This quarter | Q1 2026 | Change |
|---|---|---|---|
| Funds holding | 93 | 90 | +3.3% |
| In funds' top 10 | 1 | 3 | −66.7% |
| 13F shares | 14.7M | 13M | +13.7% |
| Held by funds | – | – | – |
| New positions | 11 | 24 | −54.2% |
| Increased | 43 | 36 | +19.4% |
| Reduced | 23 | 24 | −4.2% |
| Sold out | 9 | 18 | −50.0% |
| Calls (shares) | 0 | 0 | – |
| Puts (shares) | 0 | 0 | – |
| Put/call ratio | – | – | – |
Buyers vs sellers
adding or new vs cutting or sold outSuperinvestors in ICLO
All superinvestors →
Who owns ICLO
share of fund held shares- Index and passive funds10.4%
- Active managers and hedge funds53.6%
- Banks and brokers35.7%
- Pensions, insurers and other0.3%
The top 10 holders own 65.3% of all ICLO shares that funds reported. Groups are our own grouping of filers by name.
Filed so far for Q3 2026
76 funds changed their position- LPL Financial LLCAdded+640K sh
- Elevatus Welath ManagementAdded+377K sh
- San Luis Wealth Advisors LLCAdded+308K sh
- Simplicity Wealth,LLCAdded+156K sh
- Jones Financial Companies LllpAdded+146K sh
🔒 Free account: see all 20.
Top holders
Q2 2026| # | Fund | Of company | Shares | Value | Change |
|---|---|---|---|---|---|
| 1 | LPL Financial LLC | – | 3.9M | $98.7M | +114K |
| 2 | Invesco Ltd. | – | 1.5M | $39.3M | −6,132 |
| 3 | Bank of New York Mellon Corp | – | 945K | $24.2M | −4,644 |
| 4 | Private Advisor Group, LLC | – | 798K | $20.4M | +440K |
| 5 | Cetera Investment Advisers | – | 457K | $11.7M | +45K |
| 6 | Commonwealth Financial Services, LLC | – | 451K | $11.5M | +451K |
| 7 | Modern Wealth Management, LLC | – | 417K | $10.7M | +5,419 |
| 8 | Flagship Harbor Advisors, LLC | – | 403K | $10.3M | +32K |
| 9 | Kingsview Wealth Management, LLC | – | 374K | $9.6M | +8,174 |
| 10 | Envestnet Asset Management Inc | – | 373K | $9.5M | +179K |
- Commonwealth Financial Services, LLC+451K sh+$11.5M
- Private Advisor Group, LLC+440K sh+$11.3M
- San Luis Wealth Advisors LLC+226K sh+$5.8M
- Envestnet Asset Management Inc+179K sh+$4.6M
- PNC Financial Services Group, Inc.+165K sh+$4.2M
- Jones Financial Companies Lllp+126K sh+$3.2M
- Kestra Advisory Services, LLC+123K sh+$3.1M
- LPL Financial LLC+114K sh+$2.9M
- Independent Advisor Alliance−342K sh−$8.8M
- Colonial River Investments, LLC−112K sh−$2.9M
- Mariner, LLC−55K sh−$1.4M
- Signal Advisors Wealth, LLC−48K sh−$1.2M
- BOS Asset Management, LLC−39K sh−$995K
- Vienna Asset Management LLC−31K sh−$790K
- Brucke Financial, Inc.−27K sh−$686K
- Sepio Capital, LP−20K sh−$499K
ICLO institutional ownership FAQ
Who owns the most ICLO stock?
In Q2 2026 13F filings the largest holder of ICLO was LPL Financial LLC, followed by Invesco Ltd. and Bank of New York Mellon Corp. Index fund managers are usually the biggest holders of large companies.
What percentage of ICLO is owned by institutions?
93 funds reported holding 14.7M ICLO shares at Jun 30, 2026.
Are hedge funds buying ICLO?
In Q2 2026, 54 funds bought ICLO (11 of them new positions) and 32 sold (9 sold out completely). Among well known investors, 0 added and 1 cut. Our fund sentiment for ICLO is bullish.
What is ICLO's institutional put/call ratio?
Too few option positions were reported for a meaningful ratio.
How current is this ICLO ownership data?
13F filings show holdings at the end of each quarter and are due within 45 days, so positions can be up to six weeks old when they appear. We add each new filing within minutes, and the "filed so far" list shows funds that have already reported the next quarter.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Fund sentiment summarises what 13F filings show and is not a forecast. Holdings come from SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.