Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Institutional holdings are being reconciled with SEC filings. Holder totals and changes may be incomplete until reconciliation finishes.
Holders:45
Total Value:$0
Total Shares:20,293,561
Who Holds ISNR
Last 1 quarters through Jun 30, 2026
Each kind of 13F filer's share of the common shares 13F filers report. Holder type comes from regulatory
records, never the filer's name; style, turnover and horizon are measured from each filer's own 13F book.
The quarter selector does not change this card.
Jun 30, 2026:
45 filers,
like-for-like change —.
Holder type
Share
Filers
Change
New
Exited
Registered adviser
66.7%
27
new
27
0
Exempt adviser
1.6%
1
new
1
0
Bank
2.5%
2
new
2
0
Non-US
17.3%
5
new
5
0
Unknown
12.0%
10
new
10
0
Style
Share
Filers
Change
New
Exited
Systematic-like
14.8%
5
new
5
0
Concentrated
9.7%
4
new
4
0
Diversified active
75.5%
36
new
36
0
Turnover
Share
Filers
Change
New
Exited
Low turnover
2.2%
3
new
3
0
Medium turnover
57.8%
20
new
20
0
High turnover
38.5%
20
new
20
0
Unknown
1.6%
2
new
2
0
Holding horizon
Share
Filers
Change
New
Exited
Short horizon
39.3%
20
new
20
0
Medium horizon
11.8%
5
new
5
0
Long horizon
26.1%
11
new
11
0
Unknown
22.7%
9
new
9
0
13F book size
Share
Filers
Change
New
Exited
Under $1B
19.7%
14
new
14
0
$1B to $10B
43.1%
17
new
17
0
$10B to $100B
26.4%
10
new
10
0
$100B or more
10.8%
4
new
4
0
Client base
Share
Filers
Change
New
Exited
Individuals and high net worth
0.3%
3
new
3
0
Pooled investment vehicles
62.5%
21
new
21
0
Registered funds and BDCs
1.2%
1
new
1
0
Charitable organizations
0.5%
1
new
1
0
Other investment advisers
2.1%
1
new
1
0
Unknown
33.3%
18
new
18
0
Private funds
Share
Filers
Change
New
Exited
Hedge funds
64.8%
24
new
24
0
Private equity funds
2.2%
2
new
2
0
Real estate funds
0.0%
1
new
1
0
Other private funds
1.2%
1
new
1
0
Unknown
31.7%
17
new
17
0
Location
Share
Filers
Change
New
Exited
United States
73.0%
35
new
35
0
Outside the US
27.0%
10
new
10
0
How the mix is measured
Shares are 13F common shares restated to today's split basis; options and principal amounts are left out.
The change compares only filers with a 13F in both quarters and keeps each filer in its bucket of the later
quarter on both sides; a filer that continues under a new CIK is compared through its successor. Holder type
comes from each filer's current regulatory profile; client base and private funds come from the Form ADV roster
current at each quarter end (rosters from December 2019, so an earlier quarter reads Unknown). Style, turnover, horizon and
book size are measured from each filer's 13F book in the newest measured quarter, and Not measured means none
was. Actively managed books are those measured systematic-like, concentrated or diversified active.
Conviction and Crowding
45 13F filers, quarter ended Jun 30, 2026
Measured across every 13F filer's common-share book once the quarter's filing window closed. Crowding counts
filers with high turnover or that advise private funds on Form ADV.
Conviction holders
0
0.000% of filers hold it in their top 10
Holders above 5%
0
median weight —
Crowding
—
no cover-page share count is dated within about a year of the quarter end
Private-fund advisers
—
of shares outstanding
Institutional ownership
—
no cover-page share count is dated within about a year of the quarter end
Managers in the top fifth by current three-year FundScore alpha were net
buyers of $0
(0 buying, 0 selling).
Shareholder Targets
13F filers that own its peers but not ISNR, quarter ended Jun 30, 2026
ISNR has no holder-overlap peers, so these filers hold the largest Financial Services stocks: JPM, V, BRK-B, MA, BAC, MS, GS, AXP, WFC, C, SCHW, RY, CB, BLK, PGR, COF, SPGI, TD, BNY, PNC.
6,551 filers in all.
