83 tracked 13F filers disclose a position in ICLO as of the latest SEC 13F filings, a combined $301.5M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | $95.6M | 3.7M | ▲+11% Added · +362K sh | Q1 2026 | |
| 2 | Bank of New York Mellon Corp | $24.2M | 950K | ▼−14% Reduced · −151K sh | Q1 2026 | |
| 3 | Private Advisor Group, LLC | $20.4M | 798K | ▲+123% Added · +440K sh | Q2 2026 | |
| 4 | Commonwealth Financial Services, LLC | $11.5M | 451K | ▲New +451K sh | Q2 2026 | |
| 5 | Cetera Investment Advisers | $10.5M | 413K | ▲+776% Added · +365K sh | Q1 2026 | |
| 6 | Modern Wealth Management, LLC | $10.5M | 412K | ▲+3.0% Added · +12K sh | Q1 2026 | |
| 7 | FLAGSHIP HARBOR ADVISORS, LLC | $10.3M | 403K | ▲+8.6% Added · +32K sh | Q2 2026 | |
| 8 | Kingsview Wealth Management, LLC | $9.6M | 374K | ▲+2.2% Added · +8K sh | Q2 2026 | |
| 9 | San Luis Wealth Advisors LLC | $7.9M | 310K | ▲+268% Added · +226K sh | Q2 2026 | |
| 10 | Concurrent Investment Advisors, LLC | $7.5M | 291K | ▲+1.9% Added · +5K sh | Q2 2026 | |
| 11 | Rooted Wealth Advisors, Inc. | $6.3M | 247K | ▲+2.3% Added · +6K sh | Q2 2026 | |
| 12 | Stewardship Advisors, LLC | $5.3M | 209K | ▲+6.5% Added · +13K sh | Q2 2026 | |
| 13 | ENVESTNET ASSET MANAGEMENT INC | $5.0M | 194K | ▲+133% Added · +111K sh | Q1 2026 | |
| 14 | Integrated Wealth Concepts LLC | $4.9M | 192K | ▲+103% Added · +98K sh | Q2 2026 | |
| 15 | Garden State Investment Advisory Services LLC | $4.6M | 178K | ▲+18% Added · +27K sh | Q2 2026 | |
| 16 | RITHOLTZ WEALTH MANAGEMENT | $4.5M | 177K | ▼−5.1% Reduced · −10K sh | Q2 2026 | |
| 17 | ASHTON THOMAS SECURITIES, LLC | $4.1M | 159K | ▼−9.8% Reduced · −17K sh | Q2 2026 | |
| 18 | Asset Allocation Strategies LLC | $3.5M | 136K | ▲+6.5% Added · +8K sh | Q2 2026 | |
| 19 | Connecticut Capital Management Group, LLC | $3.4M | 134K | ▲+1.1% Added · +2K sh | Q2 2026 | |
| 20 | Elm3 Financial Group, LLC | $3.3M | 128K | ▼−10% Reduced · −15K sh | Q2 2026 | |
| 21 | Kestra Advisory Services, LLC | $3.1M | 123K | ▲New +123K sh | Q2 2026 | |
| 22 | ASL Financial, LLC | $3.1M | 123K | ▼−5.0% Reduced · −6K sh | Q2 2026 | |
| 23 | Total Clarity Wealth Management, Inc. | $3.0M | 117K | ▲+5.2% Added · +6K sh | Q2 2026 | |
| 24 | Green Ridge Wealth Planning LLC | $3.0M | 116K | ▲+14% Added · +15K sh | Q2 2026 | |
| 25 | BANK OF AMERICA CORP /DE/ | $2.5M | 97K | ▲+16% Added · +14K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 8 funds opened a new position in ICLO and 17 added to an existing one, while 11 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 44 funds | $5.6B |
| APPLE INCAAPL | 43 funds | $4.3B |
| AMAZON.COM INCAMZN | 43 funds | $3.1B |
| MICROSOFT CORPMSFT | 43 funds | $2.6B |
| ALPHABET INC-CL AGOOGL | 43 funds | $1.9B |
| JPMORGAN CHASE & COJPM | 43 funds | $1.4B |
| TESLA INCTSLA | 43 funds | $1.3B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 42 funds | $2.0B |
| BROADCOM INCAVGO | 42 funds | $1.9B |
| META PLATFORMS INC-CLASS AMETA | 42 funds | $1.7B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 42 funds | $1.2B |
| COSTCO WHOLESALE CORPCOST | 42 funds | $927.6M |
Ranked by how many of ICLO's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| GSYmc | 286 funds | $2.4B |
| GTOmc | 188 funds | $1.8B |
| VRIGmc | 160 funds | $806.0M |
| ICLOthis pagemc | 83 funds | $301.5M |
| RSPAmc | 77 funds | $228.1M |
| EFAAmc | 61 funds | $230.1M |
| QQAmc | 60 funds | $216.7M |
| PSRmc | 48 funds | $23.1M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for ICLO
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/ICLO/capital-change-brief"
Use Arkolith's capital_change_brief for ICLO. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for ICLO. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.