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Institutional Holders of ISCV

There is a long list of 110 institutional holders of ISCV 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 ISCV by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-ISCV table below, the initial column indicates the name of each top institutional holder of ISCV, with a link to that fund's top holdings. The next columns indicate the amount of ISCV stock held by each of the institutional holders of ISCV, followed by the ISCV 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
Morgan Stanley460,341$27,257 12/31/2023
     ISCV460,341$27,257 12/31/2023
VAUGHAN & Co SECURITIES INC.254,668$15,586 03/31/2024
     ISCV254,668$15,586 03/31/2024
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
Chicago Partners Investment Group LLC52,742$3,064 03/31/2024
     ISCV52,742$3,064 03/31/2024
Prosperity Consulting Group LLC49,847$3,051 03/31/2024
     ISCV49,847$3,051 03/31/2024
EisnerAmper Wealth Management Corporate Benefits LLC51,460$3,047 12/31/2023
     ISCV51,460$3,047 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 LLC35,310$2,161 03/31/2024
     ISCV35,310$2,161 03/31/2024
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
MONECO Advisors LLC15,429$944 03/31/2024
     ISCV15,429$944 03/31/2024
D.A. Davidson & CO.15,926$943 12/31/2023
     ISCV15,926$943 12/31/2023
Janney Montgomery Scott LLC14,473$886 03/31/2024
     ISCV14,473$886 03/31/2024
Panoramic Investment Advisors LLC13,341$816 03/31/2024
     ISCV13,341$816 03/31/2024
Pacific Sun Financial Corp12,112$741 03/31/2024
     ISCV12,112$741 03/31/2024
Advisor Group Holdings Inc.12,403$734 12/31/2023
     ISCV12,403$734 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

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

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