| 4 |
| DIMENSIONAL FUND ADVISORS LP |
| 1.0M |
| $73.2M |
| +2.7% |
| 5.552% |
| 0.01% |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 805K | $58.7M | -1.1% | 4.447% | 0.00% |
| 6 | WASATCH ADVISORS LP | 578K | $42.1M | -50.8% | 3.195% | 0.28% |
| 7 | AQR CAPITAL MANAGEMENT LLC | 569K | $41.5M | +453.1% | 3.142% | 0.01% |
| 8 | Estuary Capital Management LP | 539K | $39.3M | +19.1% | 2.978% | 6.66% |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 488K | $35.5M | +5.8% | 2.693% | 0.00% |
| 10 | STATE STREET CORP | 486K | $35.5M | +6.8% | 2.684% | 0.00% |
| 11 | TWO SIGMA INVESTMENTS, LP | 483K | $35.2M | +86.3% | 2.666% | 0.03% |
| 12 | SILVERCREST ASSET MANAGEMENT GROUP LLC | 450K | $32.8M | +8.7% | 2.483% | 0.21% |
| 13 | MORGAN STANLEY | 398K | $29.0M | +45.2% | 2.197% | 0.00% |
| 14 | WELLINGTON MANAGEMENT GROUP LLP | 375K | $27.3M | +25.3% | 2.072% | 0.00% |
| 15 | AMERIPRISE FINANCIAL INC | 307K | $22.3M | +78.6% | 1.693% | 0.00% |
| 16 | SCHRODER INVESTMENT MANAGEMENT GROUP | 269K | $20.1M | — | 1.488% | 0.01% |
| 17 | Qube Research & Technologies Ltd | 272K | $19.8M | -24.0% | 1.502% | 0.02% |
| 18 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 269K | $19.6M | +5.6% | 1.487% | 0.00% |
| 19 | GOLDMAN SACHS GROUP INC | 268K | $19.6M | -4.4% | 1.483% | 0.00% |
| 20 | NEUMEIER POMA INVESTMENT COUNSEL LLC | 268K | $19.5M | -23.1% | 1.481% | 1.34% |
| 21 | SYSTEMATIC FINANCIAL MANAGEMENT LP | 244K | $17.8M | +12.9% | 1.350% | 0.35% |
| 22 | Capital Research Global Investors | 243K | $17.7M | -84.8% | 1.343% | 0.00% |
| 23 | Forager Capital Management, LLC | 236K | $17.2M | — | 1.303% | 6.46% |
| 24 | VANGUARD PORTFOLIO MANAGEMENT LLC | 215K | $15.7M | +16.9% | 1.188% | 0.00% |
| 25 | VICTORY CAPITAL MANAGEMENT INC | 214K | $15.6M | +48.8% | 1.184% | 0.01% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in ICFI — a direct measure of their conviction.
Institutions that fully closed their ICFI position in Q2 2026
| 93.08% |
| 0.72 pp |
| $1.41B |
| 29% |
| Q4 2024 | 308 | +4.4% | 93.80% | +1.18 pp | $1.99B | 27% |
| Q3 2024 | 295 | — | 92.62% | — | $2.74B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
36 institutions opened new positions in ICFI during Q2 2026, while 52 fully exited. 148 added to existing positions and 38 trimmed.
ICFI institutional ownership rose by 7.33 percentage points quarter-over-quarter, with a net change of -14 holders.
The top 10 institutions account for 48.6% of all reported 13F value in ICFI, and the top 25 account for 73.8%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.