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Institutional Holders of ISCG

There is a long list of 126 institutional holders of ISCG within the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of ISCG by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-ISCG table below, the initial column indicates the name of each top institutional holder of ISCG, with a link to that fund's top holdings. The next columns indicate the amount of ISCG stock held by each of the institutional holders of ISCG, followed by the ISCG position size held by the institution, and finally the date of the quarterly 13F filing period the holdings data represents for that institution.

HolderAmountPosition Size
($ in 1000's)
 As of
Bank of America Corp DE1,337,365$58,844 12/31/2023
     ISCG1,337,365$58,844 12/31/2023
Northwestern Mutual Wealth Management Co.417,245$18,359 12/31/2023
     ISCG417,245$18,359 12/31/2023
Morgan Stanley356,873$15,702 12/31/2023
     ISCG356,873$15,702 12/31/2023
Gallagher Fiduciary Advisors LLC337,504$14,850 12/31/2023
     ISCG337,504$14,850 12/31/2023
Avantax Advisory Services Inc.328,885$14,471 12/31/2023
     ISCG328,885$14,471 12/31/2023
Atria Investments LLC327,373$14,404 12/31/2023
     ISCG327,373$14,404 12/31/2023
LPL Financial LLC311,129$13,690 12/31/2023
     ISCG311,129$13,690 12/31/2023
Colony Group LLC275,571$12,125 12/31/2023
     ISCG275,571$12,125 12/31/2023
Wells Fargo & Company MN224,259$9,867 12/31/2023
     ISCG224,259$9,867 12/31/2023
Ameriprise Financial Inc.171,090$7,574 12/31/2023
     ISCG171,090$7,574 12/31/2023
CWM LLC148,948$6,937 03/31/2024
     ISCG148,948$6,937 03/31/2024
Steele Capital Management Inc.145,882$6,794 03/31/2024
     ISCG145,882$6,794 03/31/2024
Matrix Trust Co149,754$6,589 12/31/2023
     ISCG149,754$6,589 12/31/2023
Opes Wealth Management LLC107,454$4,728 12/31/2023
     ISCG107,454$4,728 12/31/2023
Creative Financial Designs Inc. ADV91,178$4,012 12/31/2023
     ISCG91,178$4,012 12/31/2023
Royal Bank of Canada91,171$4,012 12/31/2023
     ISCG91,171$4,012 12/31/2023
Raymond James Financial Services Advisors Inc.81,603$3,800 03/31/2024
     ISCG81,603$3,800 03/31/2024
Black Diamond Financial LLC84,830$3,733 12/31/2023
     ISCG84,830$3,733 12/31/2023
Commonwealth Equity Services LLC80,028$3,727 03/31/2024
     ISCG80,028$3,727 03/31/2024
MML Investors Services LLC77,949$3,430 12/31/2023
     ISCG77,949$3,430 12/31/2023
Advisor Group Holdings Inc.71,545$3,148 12/31/2023
     ISCG71,545$3,148 12/31/2023
IAG Wealth Partners LLC65,532$3,052 03/31/2024
     ISCG65,532$3,052 03/31/2024
UBS Group AG67,088$2,952 12/31/2023
     ISCG67,088$2,952 12/31/2023
NorthStar Asset Management LLC NJ 65,547$2,884 12/31/2023
     ISCG65,547$2,884 12/31/2023
Members Advisory Group LLC61,267$2,854 03/31/2024
     ISCG61,267$2,854 03/31/2024
Atria Wealth Solutions Inc.63,387$2,789 12/31/2023
     ISCG63,387$2,789 12/31/2023
Certified Advisory Corp61,961$2,726 12/31/2023
     ISCG61,961$2,726 12/31/2023
Mariner LLC51,964$2,286 12/31/2023
     ISCG51,964$2,286 12/31/2023
M Holdings Securities Inc.49,920$2,196 12/31/2023
     ISCG49,920$2,196 12/31/2023
Susquehanna International Group LLP47,490$2,090 12/31/2023
     ISCG47,490$2,090 12/31/2023
Level Four Advisory Services LLC47,416$2,086 12/31/2023
     ISCG47,416$2,086 12/31/2023
HighTower Advisors LLC41,874$1,839 12/31/2023
     ISCG41,874$1,839 12/31/2023
Raymond James & Associates38,548$1,795 03/31/2024
     ISCG38,548$1,795 03/31/2024
Shelton Wealth Management LLC38,885$1,711 12/31/2023
     ISCG38,885$1,711 12/31/2023
Asset Allocation Strategies LLC38,424$1,691 12/31/2023
     ISCG38,424$1,691 12/31/2023
Goldman Sachs Group Inc.35,400$1,558 12/31/2023
     ISCG35,400$1,558 12/31/2023
Rodgers & Associates LTD32,646$1,436 12/31/2023
     ISCG32,646$1,436 12/31/2023
Ieq Capital LLC32,100$1,412 12/31/2023
     ISCG32,100$1,412 12/31/2023
Envestnet Asset Management Inc.31,743$1,397 12/31/2023
     ISCG31,743$1,397 12/31/2023
CI Private Wealth LLC28,873$1,270 12/31/2023
     ISCG28,873$1,270 12/31/2023
Global Retirement Partners LLC26,796$1,248 03/31/2024
     ISCG26,796$1,248 03/31/2024
BEAM Asset Management LLC26,488$1,234 03/31/2024
     ISCG26,488$1,234 03/31/2024
Stifel Financial Corp27,016$1,189 12/31/2023
     ISCG27,016$1,189 12/31/2023
VAUGHAN & Co SECURITIES INC.25,278$1,112 12/31/2023
     ISCG25,278$1,112 12/31/2023
Cambridge Investment Research Advisors Inc.22,792$1,061 03/31/2024
     ISCG22,792$1,061 03/31/2024
Flagship Harbor Advisors LLC21,778$1,014 03/31/2024
     ISCG21,778$1,014 03/31/2024
Phoenix Wealth Advisors20,309$946 03/31/2024
     ISCG20,309$946 03/31/2024
Merit Financial Group LLC21,052$926 12/31/2023
     ISCG21,052$926 12/31/2023
Private Advisor Group LLC18,625$867 03/31/2024
     ISCG18,625$867 03/31/2024
Captrust Financial Advisors19,636$864 12/31/2023
     ISCG19,636$864 12/31/2023

See All: Funds Holding ISCG
See Details: Top 10 Hedge Funds Holding ISCG
Also See: ISCG Holdings Changes

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