ILS Institutional Ownership & Shareholders
BROOKMONT CATASTROPHIC BOND (ILS) is currently held by 12 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $20.12M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Huntleigh Advisors, Inc. is currently the largest disclosed institutional shareholder of ILS tracked by InsiderSet, reporting ownership valued at approximately $4.66M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $4.82M, representing an estimated gain of +3.30% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed ILS value among the investors covered in this analysis. Major shareholders include Huntleigh Advisors, Inc., Empirical Asset Management, Llc, Ep Wealth Advisors, Llc, and several other long-term asset managers with concentrated positions in BROOKMONT CATASTROPHIC BOND (ILS).
This page ranks the largest institutional ILS shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
12
Total Reported Value
$20.12M
Largest Holder
Huntleigh Advisors, Inc.
Largest Position
$4.66M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
21
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Huntleigh Advisors, Inc. | 0.65% | 237,107 | $4,663,895 | $4,818,014 | +$154,119 | +3.30% | |
| Empirical Asset Management, Llc | 0.90% | 202,430 | $3,981,799 | $4,113,378 | +$131,579 | +3.30% | |
| Ep Wealth Advisors, Llc | 0.01% | 189,712 | $3,731,635 | $3,854,948 | +$123,313 | +3.30% | |
| Commonwealth Equity Services, Llc | 0.00% | 126,273 | $2,545,670 | $2,565,867 | +$20,197 | +0.79% | |
| Hilton Capital Management, Llc | 0.16% | 121,100 | $2,382,037 | $2,460,752 | +$78,715 | +3.30% | |
| Xml Financial, Llc | 0.06% | 39,600 | $798,336 | $804,672 | +$6,336 | +0.79% | |
| Farther Finance Advisors, Llc | 0.01% | 35,192 | $709,476 | $715,101 | +$5,625 | +0.79% | |
| Towle & Co | 0.18% | 26,512 | $521,491 | $538,724 | +$17,233 | +3.30% | |
| Hrt Financial Lp | 0.00% | 26,124 | $513,000 | $530,840 | +$17,840 | +3.48% | |
| Cordoba Advisory Partners Llc | 0.03% | 13,580 | $273,773 | $275,946 | +$2,173 | +0.79% | |
| Ancora Advisors Llc | 0.00% | 100 | $1,967 | $2,032 | +$65 | +3.30% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 59,581 | $1,201 | $1,210,686 | +$1,209,485 | +100706.49% |
Frequently asked questions about ILS
Who are the largest institutional holders of ILS?
The largest institutional holders of ILS reported in the latest SEC Form 13F filings include Huntleigh Advisors, Inc., Empirical Asset Management, Llc, Ep Wealth Advisors, Llc, Commonwealth Equity Services, Llc, and Hilton Capital Management, Llc. InsiderSet ranks institutional holders by their latest reported ILS position.
What is ILS institutional ownership?
This page tracks ILS positions reported by institutional investment managers through SEC Form 13F. BROOKMONT CATASTROPHIC BOND (ILS) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own ILS?
InsiderSet currently tracks 12 institutional managers reporting ILS holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of ILS shareholders.
How much ILS stock do institutions own?
Institutional investment managers disclosed approximately $20.12M in ILS holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was ILS institutional ownership last updated?
The latest ILS institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional ILS holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its ILS position after the reporting date.
Are institutions buying or selling ILS?
Institutional buying and selling can be analyzed by comparing ILS positions across consecutive 13F reporting periods. InsiderSet's ILS Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View ILS ownership changes.
How has ILS institutional ownership changed over time?
InsiderSet tracks ILS institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.