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Funds Holding ISCV

On this page, we present all of the funds holding ISCV from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding ISCV, with a link to that fund's top holdings. The next columns indicate the amount of ISCV stock held by each of the funds holding ISCV, followed by the ISCV position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 109 funds holding ISCV within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Morgan Stanley. For more details on the positions held by Morgan Stanley (or by any of the other funds holding ISCV), click the fund name in the "Holder" column of the funds-holding-ISCV table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Morgan Stanley460,341$27,257 12/31/2023
     ISCV460,341$27,257 12/31/2023
VAUGHAN & Co SECURITIES INC.251,515$14,892 12/31/2023
     ISCV251,515$14,892 12/31/2023
Bank of America Corp DE206,474$12,225 12/31/2023
     ISCV206,474$12,225 12/31/2023
Steele Capital Management Inc.191,576$11,724 03/31/2024
     ISCV191,576$11,724 03/31/2024
Matrix Trust Co194,223$11,500 12/31/2023
     ISCV194,223$11,500 12/31/2023
Raymond James Financial Services Advisors Inc.119,056$7,286 03/31/2024
     ISCV119,056$7,286 03/31/2024
Wells Fargo & Company MN116,846$6,918 12/31/2023
     ISCV116,846$6,918 12/31/2023
Royal Bank of Canada111,891$6,625 12/31/2023
     ISCV111,891$6,625 12/31/2023
UBS Group AG97,234$5,757 12/31/2023
     ISCV97,234$5,757 12/31/2023
LPL Financial LLC94,831$5,615 12/31/2023
     ISCV94,831$5,615 12/31/2023
Northwestern Mutual Wealth Management Co.91,109$5,395 12/31/2023
     ISCV91,109$5,395 12/31/2023
Merriman Wealth Management LLC82,182$4,866 12/31/2023
     ISCV82,182$4,866 12/31/2023
Avantax Advisory Services Inc.70,907$4,198 12/31/2023
     ISCV70,907$4,198 12/31/2023
Captrust Financial Advisors55,005$3,257 12/31/2023
     ISCV55,005$3,257 12/31/2023
EisnerAmper Wealth Management Corporate Benefits LLC51,460$3,047 12/31/2023
     ISCV51,460$3,047 12/31/2023
Chicago Partners Investment Group LLC52,701$3,018 12/31/2023
     ISCV52,701$3,018 12/31/2023
Viewpoint Capital Management LLC46,128$2,823 03/31/2024
     ISCV46,128$2,823 03/31/2024
Goldman Sachs Group Inc.43,420$2,571 12/31/2023
     ISCV43,420$2,571 12/31/2023
Ameriprise Financial Inc.37,680$2,231 12/31/2023
     ISCV37,680$2,231 12/31/2023
Commonwealth Equity Services LLC35,470$2,100 12/31/2023
     ISCV35,470$2,100 12/31/2023
Kestra Advisory Services LLC34,858$2,064 12/31/2023
     ISCV34,858$2,064 12/31/2023
Cambridge Investment Research Advisors Inc.33,224$2,033 03/31/2024
     ISCV33,224$2,033 03/31/2024
Rodgers & Associates LTD31,519$1,866 12/31/2023
     ISCV31,519$1,866 12/31/2023
Hyperion Capital Advisors LP27,400$1,622 12/31/2023
     ISCV27,400$1,622 12/31/2023
Susquehanna International Group LLP24,464$1,449 12/31/2023
     ISCV24,464$1,449 12/31/2023
MB Generational Wealth LLC23,415$1,386 12/31/2023
     ISCV23,415$1,386 12/31/2023
Jackson Creek Investment Advisors LLC22,512$1,333 12/31/2023
     ISCV22,512$1,333 12/31/2023
CI Private Wealth LLC21,919$1,298 12/31/2023
     ISCV21,919$1,298 12/31/2023
Kohmann Bosshard Financial Services LLC20,331$1,244 03/31/2024
     ISCV20,331$1,244 03/31/2024
IHT Wealth Management LLC20,117$1,191 12/31/2023
     ISCV20,117$1,191 12/31/2023
Cetera Advisors LLC19,765$1,170 12/31/2023
     ISCV19,765$1,170 12/31/2023
M Holdings Securities Inc.18,435$1,092 12/31/2023
     ISCV18,435$1,092 12/31/2023
Merit Financial Group LLC17,350$1,027 12/31/2023
     ISCV17,350$1,027 12/31/2023
Comerica Bank17,283$1,023 12/31/2023
     ISCV17,283$1,023 12/31/2023
Mariner LLC16,427$973 12/31/2023
     ISCV16,427$973 12/31/2023
Cetera Investment Advisers16,314$966 12/31/2023
     ISCV16,314$966 12/31/2023
D.A. Davidson & CO.15,926$943 12/31/2023
     ISCV15,926$943 12/31/2023
MONECO Advisors LLC15,685$929 12/31/2023
     ISCV15,685$929 12/31/2023
Janney Montgomery Scott LLC14,888$882 12/31/2023
     ISCV14,888$882 12/31/2023
Panoramic Investment Advisors LLC13,341$816 03/31/2024
     ISCV13,341$816 03/31/2024
Advisor Group Holdings Inc.12,403$734 12/31/2023
     ISCV12,403$734 12/31/2023
Pacific Sun Financial Corp12,112$717 12/31/2023
     ISCV12,112$717 12/31/2023
Black Diamond Financial LLC10,879$644 12/31/2023
     ISCV10,879$644 12/31/2023
Courage Miller Partners LLC10,480$641 03/31/2024
     ISCV10,480$641 03/31/2024
Mercer Global Advisors Inc. ADV10,746$636 12/31/2023
     ISCV10,746$636 12/31/2023
Wealth Enhancement Advisory Services LLC9,254$566 03/31/2024
     ISCV9,254$566 03/31/2024
Mill Creek Capital Advisors LLC9,432$558 12/31/2023
     ISCV9,432$558 12/31/2023
Dynamic Advisor Solutions LLC8,444$517 03/31/2024
     ISCV8,444$517 03/31/2024
JPMorgan Chase & Co.8,636$511 12/31/2023
     ISCV8,636$511 12/31/2023
Raymond James & Associates6,967$426 03/31/2024
     ISCV6,967$426 03/31/2024
Cetera Advisor Networks LLC6,496$385 12/31/2023
     ISCV6,496$385 12/31/2023
Ruane Cunniff & Goldfarb L.P.6,380$378 12/31/2023
     ISCV6,380$378 12/31/2023
Lincoln National Corp6,026$357 12/31/2023
     ISCV6,026$357 12/31/2023
Transcend Wealth Collective LLC5,913$350 12/31/2023
     ISCV5,913$350 12/31/2023
Towerpoint Wealth LLC5,675$347 03/31/2024
     ISCV5,675$347 03/31/2024
Envestnet Asset Management Inc.5,803$344 12/31/2023
     ISCV5,803$344 12/31/2023
Citigroup Inc.5,682$336 12/31/2023
     ISCV5,682$336 12/31/2023
HighTower Advisors LLC5,549$328 12/31/2023
     ISCV5,549$328 12/31/2023
Madison Wealth Partners Inc5,532$328 12/31/2023
     ISCV5,532$328 12/31/2023
Perennial Investment Advisors LLC5,380$319 12/31/2023
     ISCV5,380$319 12/31/2023
NBC Securities Inc.4,834$295 03/31/2024
     ISCV4,834$295 03/31/2024
Equitable Holdings Inc.4,908$291 12/31/2023
     ISCV4,908$291 12/31/2023
Argent Trust Co4,889$289 12/31/2023
     ISCV4,889$289 12/31/2023
Essex Financial Services Inc.4,657$285 03/31/2024
     ISCV4,657$285 03/31/2024
Dfpg Investments LLC4,621$266 12/31/2023
     ISCV4,621$266 12/31/2023
Sigma Planning Corp4,401$261 12/31/2023
     ISCV4,401$261 12/31/2023
Creative Planning4,103$243 12/31/2023
     ISCV4,103$243 12/31/2023
Geneos Wealth Management Inc.4,062$241 12/31/2023
     ISCV4,062$241 12/31/2023
CWM LLC3,695$226 03/31/2024
     ISCV3,695$226 03/31/2024
Sage Financial Group Inc.3,413$202 12/31/2023
     ISCV3,413$202 12/31/2023
Barrett & Company Inc.3,093$189 03/31/2024
     ISCV3,093$189 03/31/2024
FMR LLC2,720$161 12/31/2023
     ISCV2,720$161 12/31/2023
Harbour Investments Inc.2,700$160 12/31/2023
     ISCV2,700$160 12/31/2023
City State Bank2,196$134 03/31/2024
     ISCV2,196$134 03/31/2024
Proequities Inc.2,029$120 12/31/2023
     ISCV2,029$120 12/31/2023
Smartleaf Asset Management LLC1,831$110 12/31/2023
     ISCV1,831$110 12/31/2023
Private Trust Co. NA1,405$86 03/31/2024
     ISCV1,405$86 03/31/2024
Capital Investment Advisory Services LLC1,200$71 12/31/2023
     ISCV1,200$71 12/31/2023
Sunbelt Securities Inc.1,075$66 03/31/2024
     ISCV1,075$66 03/31/2024
Bartlett & Co. LLC882$53 12/31/2023
     ISCV882$53 12/31/2023
Bartlett & CO. Wealth Management LLC882$53 12/31/2023
     ISCV882$53 12/31/2023
Cedar Mountain Advisors LLC831$51 03/31/2024
     ISCV831$51 03/31/2024
Laurel Wealth Advisors LLC840$50 12/31/2023
     ISCV840$50 12/31/2023
Key Financial Inc797$47 12/31/2023
     ISCV797$47 12/31/2023
Harbor Investment Advisory LLC759$46 03/31/2024
     ISCV759$46 03/31/2024
Tower Research Capital LLC TRC 683$40 12/31/2023
     ISCV683$40 12/31/2023
Rise Advisors LLC643$39 03/31/2024
     ISCV643$39 03/31/2024
Advisory Services Network LLC594$35 12/31/2023
     ISCV594$35 12/31/2023
Principal Securities Inc.500$30 12/31/2023
     ISCV500$30 12/31/2023
Archer Investment Corp468$28 12/31/2023
     ISCV468$28 12/31/2023
ST Germain D J Co. Inc.351$21 03/31/2024
     ISCV351$21 03/31/2024
Coastal Investment Advisors Inc.350$21 03/31/2024
     ISCV350$21 03/31/2024
Retirement Group LLC279$17 12/31/2023
     ISCV279$17 12/31/2023
O Shaughnessy Asset Management LLC270$16 12/31/2023
     ISCV270$16 12/31/2023
New England Capital Financial Advisors LLC264$16 12/31/2023
     ISCV264$16 12/31/2023
Macroview Investment Management LLC222$13 12/31/2023
     ISCV222$13 12/31/2023
Steward Partners Investment Advisory LLC222$13 12/31/2023
     ISCV222$13 12/31/2023
Spire Wealth Management200$12 03/31/2024
     ISCV200$12 03/31/2024
Sandy Spring Bank204$12 12/31/2023
     ISCV204$12 12/31/2023
Creative Financial Designs Inc. ADV169$10 12/31/2023
     ISCV169$10 12/31/2023
Rockbridge Investment Management LCC170$10 12/31/2023
     ISCV170$10 12/31/2023
MGB Wealth Management LLC175$10 12/31/2023
     ISCV175$10 12/31/2023
Eukles Asset Management117$7 12/31/2023
     ISCV117$7 12/31/2023
Russell Investments Group Ltd.116$7 12/31/2023
     ISCV116$7 12/31/2023
Blair William & Co. IL90$5 12/31/2023
     ISCV90$5 12/31/2023
Assetmark Inc.92$5 12/31/2023
     ISCV92$5 12/31/2023
SRS Capital Advisors Inc.76$5 12/31/2023
     ISCV76$5 12/31/2023
Parkside Financial Bank & Trust72$4 12/31/2023
     ISCV72$4 12/31/2023
Global Retirement Partners LLC42$3 03/31/2024
     ISCV42$3 03/31/2024
Sabby Management LLC2,077$-41,687 12/31/2023
     Put2,077$41,687 12/31/2023

See Summary: Institutional Holders of ISCV
See Details: Top 10 Hedge Funds Holding ISCV
Also See: ISCV Holdings Changes

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