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ISCF Holdings Changes image
This page summarizes the ISCF holdings changes quarter over quarter among those 13F filers that have reported for the 3/31/2020 period, comparing share count change from 12/31/2019 to 3/31/2020. Share count is compared over these two periods to provide an indication of whether ISCF is being accumulated or sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the long only reporting requirement).
Filer12/31/2019
 Share Count 
3/31/2020
 Share Count 
Change% Change
13F Filers Increasing ISCF Share Count
Bank of New York Mellon Corp 21,650 113,094 +91,444 +422.37%
Shine Investment Advisory Services Inc. 258,185 636,669 +378,484 +146.59%
Citadel Advisors LLC 39,824 87,107 +47,283 +118.73%
LPL Financial LLC 21,407 27,479 +6,072 +28.36%
ARGI Investment Services LLC 711,885 785,890 +74,005 +10.40%
Royal Bank of Canada 50,602 53,823 +3,221 +6.37%
SYM FINANCIAL Corp 16,373 16,847 +474 +2.90%
Trilogy Capital Inc. 136,688 139,196 +2,508 +1.83%
13F Filers Reporting New Positions In ISCF
Wells Fargo & Company MN 0 0 UNCH 100%
Proequities Inc. 0 0 UNCH 100%
Loring Wolcott & Coolidge Fiduciary Advisors LLP MA 0 1,240 +1,240 +100%
1832 Asset Management L.P. 0 62,120 +62,120 +100%
Flow Traders U.S. LLC 0 148,789 +148,789 +100%
UBS Group AG 0 1,363 +1,363 +100%
Advisor Group Holdings Inc. 0 30,521 +30,521 +100%
Smart Money Group LLC 0 11,665 +11,665 +100%
Certified Advisory Corp 0 5,014 +5,014 +100%
Integrated Wealth Concepts LLC 0 10,026 +10,026 +100%
Sentinel Pension Advisors Inc. 0 45,650 +45,650 +100%
Orion Portfolio Solutions LLC 0 109 +109 +100%
BEAM Asset Management LLC 0 25,760 +25,760 +100%
13F Filers With Unchanged Share Count
Meeder Asset Management Inc. 109 109 UNCH 0.00%
BlackRock Inc. 47,554 47,554 UNCH 0.00%
Chicago Partners Investment Group LLC 24,437 24,437 UNCH 0.00%
First Horizon Advisors Inc. 149 149 UNCH 0.00%
Baldrige Asset Management LLC 45,000 45,000 UNCH 0.00%
13F Filers Decreasing ISCF Share Count
Bank of America Corp DE 53,246 21,406 -31,840 -59.80%
Pinnacle Wealth Management Advisory Group LLC 35,375 26,031 -9,344 -26.41%
Pinnacle Associates Ltd. 36,840 28,181 -8,659 -23.50%
RHS Financial LLC 56,226 49,242 -6,984 -12.42%
Janney Capital Management LLC 51,844 47,677 -4,167 -8.04%
Envestnet Asset Management Inc. 52,366 49,126 -3,240 -6.19%
Capital Advisors Ltd. LLC 3,839 3,650 -189 -4.92%
Commonwealth Equity Services LLC 84,861 80,751 -4,110 -4.84%
Mercer Global Advisors Inc. ADV 50,811 48,389 -2,422 -4.77%
Evensky & Katz LLC 104,820 101,850 -2,970 -2.83%
13F Filers Exiting ISCF
Savior LLC 1,087 0 -1,087 -100.00%
Well Done LLC 8,756 0 -8,756 -100.00%
NEXT Financial Group Inc 1,500 0 -1,500 -100.00%
Jane Street Group LLC 17,154 0 -17,154 -100.00%
Private Advisor Group LLC 21,158 0 -21,158 -100.00%
FMR LLC 1 0 -1 -100.00%

See Summary: Institutional Holders of ISCF
See Details: Top 10 Hedge Funds Holding ISCF

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