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No upcoming ex-dividend date announced
No 8-K filings in the last 30 days.
1 top institutions tracked
Last 13F trend: unchanged (light)
Unlock crowding heatmapUnlock filer discoverySentiment: unknown
No recent insider trades detected.
Red flags: 0
23 filers reported a long position in ISMF for Q2 2026. 13-F holdings are filed up to 45 days after the quarter ends.
| Holder | Value | Shares | Shares vs Q1 2026 |
|---|---|---|---|
| BlackRock, Inc. | $16.8M | 600.2K | Unchanged |
| ASSETMARK, INC | $16.6M | 595.2K | +4.4% |
| Trek Financial, LLC | $5.6M | 199.1K | +7.7% |
| AlTi Global, Inc. | $2.7M | 97.6K | +44.6% |
| AE Wealth Management LLC | $1.2M | 41.3K | +10.2% |
| EHRLICH FINANCIAL GROUP | $716.9K | 25.6K | +30.4% |
| Sanchez Gaunt Capital Management, LLC | $478.8K | 17.1K | +3.8% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $363.7K | 13K | New |
| 5T Wealth, LLC | $231.9K | 8.3K | New |
| JPMORGAN CHASE & CO | $212.1K | 7.6K | +562.3% |
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