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Disclosery

IMCB ISHARES TR

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MRGSTR MD CP ETF (fund)

198 managers (200 13F filers) reported a position in IMCB shares at 2026-06-30, 10,385,107 shares in all. 21 filers opened a position and 13 filers sold out during the quarter.

Managers
198
13F filers
200
New
21
Added
65
Reduced
55
Sold out
13
Shares held by filers
10,385,107

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
HighTower Advisors, LLC1,622,630$157M0.15%-304,88313F-HRTimeline
UBS Group AGgroup of 2 filers holding1,375,459$133M+10,430Timeline
MORGAN STANLEYin group MORGAN STANLEY1,185,395$114M0.01%-323,58613F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC508,246$49.1M0.01%-60,90213F-HRTimelineGroup
LPL Financial LLC474,114$45.8M0.01%+28,66613F-HRTimeline
MEANS INVESTMENT CO., INC.407,204$39.3M2.97%-25,20113F-HRTimeline
Aptus Capital Advisors, LLC243,185$23.5M0.17%+21,03713F-HRTimeline
Cetera Investment Advisers242,800$23.4M0.02%+2,03713F-HRTimeline
Sunburst Financial Group, LLC241,685$23.3M3.9%+21,03713F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV213,786$20.6M0.98%+27,37813F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN203,536$19.7M<0.01%-7,91813F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.203,531$19.7M0.2%+15,54713F-HRTimelineGroup
Steele Capital Management, Inc.193,311$18.7M0.69%+1,76913F-HRTimeline
Matrix Trust Co191,562$18.5M2.68%+1,76913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC183,052$17.7M0.02%+7,39613F-HRTimeline
Northwest Wealth Advisors, LLC163,319$15.8M9.06%+20,20213F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC153,511$14.8M<0.01%+4,19713F-HRTimelineGroup
Fortitude Financial, LLC149,902$14.5M13.01%-32,63913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.147,937$14.3M0.02%+28,53513F-HRTimelineGroup
MML INVESTORS SERVICES, LLC119,628$11.6M0.02%+21,47713F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC117,549$11.4M0.04%+47613F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/109,011$10.5M<0.01%-4,34013F-HRTimelineGroup
Cambridge Investment Research Advisors,…101,462$9.8M0.02%+5,95713F-HR/ATimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA97,209$9.39M<0.01%-7,25813F-HRTimelineGroup
Farther Finance Advisors, LLC86,445$8.35M0.07%-27,82613F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC81,961$7.91M<0.01%+86013F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP73,517$7.1M0.01%+87513F-HRTimelineGroup
Carnegie Investment Counsel68,570$6.62M0.13%+8,23913F-HRTimeline
PACIFIC FINANCIAL GROUP INC65,814$6.35M3.05%-91813F-HRTimeline
YARGER WEALTH STRATEGIES, LLC64,819$6.3M2.26%-23213F-HRTimeline
Bedel Financial Consulting, Inc.63,707$6.15M0.59%+4,06213F-HRTimeline
Gladstone Institutional Advisory LLC60,135$5.81M0.18%-3,29513F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV55,611$5.37M0.01%+3,72613F-HR/ATimeline
Summit Financial, LLC53,774$5.19M0.06%+4,41413F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…43,762$4.23M<0.01%-51113F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.41,534$4.01M0.02%+51013F-HRTimelineGroup
Goldstein Advisors, LLC38,426$3.71M0.34%+64013F-HRTimeline
Brand Asset Management Group, Inc.34,967$3.38M0.75%-73113F-HRTimeline
United Advisor Group, LLC32,306$3.12M0.33%+1,56713F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC30,404$2.94M<0.01%+27,30413F-HRTimelineGroup
Sowell Financial Services LLC30,300$2.93M0.1%-5,68513F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO30,193$2.91M<0.01%+2,15513F-HRTimelineGroup
Merit Financial Group, LLC29,159$2.82M0.02%+1,38713F-HR/ATimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP26,829$2.59M<0.01%-33813F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP26,399$2.54M<0.01%+6,95513F-HRTimelineGroup
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…25,670$2.48M0.07%+12,20413F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC23,765$2.29M<0.01%-1,21413F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…22,412$2.18M<0.01%-15113F-HRTimeline
HARBOUR INVESTMENTS, INC.21,493$2.08M0.03%+17,14413F-HRTimeline
Pitti Group Wealth Management, LLC17,876$1.73M1.26%+20213F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI17,198$1.66M0.08%013F-HRTimeline
FMR LLCin group FMR LLC16,739$1.62M<0.01%+92513F-HRTimelineGroup
Diversify Advisory Services, LLCgroup of 2 filers holding16,322$1.59M+7,809Timeline
J.W. COLE ADVISORS, INC.13,515$1.3M0.02%new13F-HRTimeline
VestGen Advisors, LLC13,224$1.28M0.04%-1,31013F-HRTimeline
Integrated Wealth Concepts LLC12,930$1.25M0.01%+6,45913F-HRTimeline
Bleakley Financial Group, LLC12,379$1.2M0.02%-1,02913F-HRTimeline
Rede Wealth, LLC12,051$1.16M0.39%-3,65113F-HRTimeline
Advisory Services Network, LLC11,624$1.12M0.01%+1913F-HRTimeline
Apella Capital, LLC11,532$1.12M0.02%013F-HRTimeline
S.A. Mason LLC11,263$1.09M0.33%-23513F-HRTimeline
Liberty Capital Management, Inc.10,200$985K0.17%13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…9,778$944K<0.01%-15613F-HRTimelineGroup
Janney Montgomery Scott LLC9,685$935K<0.01%-4513F-HRTimeline
Financial Perspectives, Inc9,638$931K0.23%+1,04713F-HRTimeline
Summit Asset Management, LLC9,554$923K0.12%013F-HRTimeline
Opulen Financial Group LLC9,205$889K0.56%-813F-HRTimeline
Geneos Wealth Management Inc.8,944$864K0.02%013F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC8,642$835K0.25%-15313F-HRTimelineGroup
Proactive Wealth Strategies LLC8,297$801K0.13%-30713F-HRTimeline
TRUEFG, LLC8,123$784K0.18%-44813F-HRTimeline
Composition Wealth, LLC8,067$779K0.01%-71613F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.7,953$768K0.06%013F-HRTimelineGroup
JIM SAULNIER & ASSOCIATES, LLC7,876$761K0.31%-8,82613F-HRTimeline
Triad Wealth Partners, LLC7,632$747K0.04%013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC7,728$746K0.01%013F-HRTimelineGroup
RITHOLTZ WEALTH MANAGEMENT7,637$737K0.01%-1,58713F-HR/ATimeline
Bluespring Wealth Management, LLC7,536$728K0.01%new13F-HRTimeline
Three Seasons Wealth, LLC6,776$654K0.06%-39413F-HRTimeline
LAWOOD & CO6,736$650K0.44%013F-HRTimeline
GWN SECURITIES INC.6,683$645K0.11%+10313F-HRTimeline
Haverford Trust Co6,601$637K0.01%013F-HRTimeline
Mutual Advisors, LLC6,538$631K0.01%+4213F-HRTimeline
Creative Planningin group Creative Planning6,529$630K<0.01%+2,35413F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP6,252$604K<0.01%-12413F-HR/ATimelineGroup
Global Retirement Partners, LLC6,210$600K0.01%13F-HRTimeline
IHT Wealth Management, LLC5,896$569K0.01%+24813F-HRTimeline
Financial Futures Ltd Liability Co.5,481$529K0.2%013F-HRTimeline
Mariner, LLCin group Mariner, LLC5,442$525K<0.01%-10113F-HRTimelineGroup
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.5,394$521K<0.01%013F-HRTimelineGroup
Kaydan Wealth Management, Inc.5,392$521K0.16%013F-HRTimeline
PFG Investments, LLC5,356$517K0.02%013F-HRTimeline
Hoxton Planning & Management, LLC5,308$513K0.13%-27813F-HRTimeline
IFP Advisors, Inc5,216$504K0.01%+12713F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC5,109$493K<0.01%new13F-HRTimelineGroup
Vise Technologies, Inc.5,104$493K0.01%+12613F-HRTimeline
NewEdge Advisors, LLC5,098$492K<0.01%+1113F-HRTimeline
American Trust4,929$476K0.04%013F-HRTimeline
Wealthspire Retirement, LLC4,803$464K0.03%013F-HRTimeline
Private Advisor Group, LLC4,791$463K<0.01%+1,59913F-HRTimeline
Marshall Financial Group, LLC4,763$460K0.07%-4913F-HRTimeline
Mullaney, Keating & Wright, Inc.4,709$455K0.22%+89913F-HRTimeline
Steward Partners Investment Advisory, L…4,381$423K<0.01%+8113F-HRTimeline
Procyon Advisors, LLC4,252$411K0.02%-4113F-HRTimeline
CITIGROUP INCin group CITIGROUP INC4,229$408K<0.01%+9813F-HRTimelineGroup
FIDUCIARY FINANCIAL ADVISORS4,144$400K0.04%new13F-HRTimeline
Glenview Trust Co3,887$375K0.01%013F-HR/ATimeline
SUMMIT WEALTH GROUP LLC / CO3,825$369K0.03%013F-HRTimeline
Wealth Management Associates, Inc.3,822$369K0.1%013F-HRTimeline
XML Financial, LLC3,740$361K0.03%013F-HRTimeline
STEINBERGANNA WEALTH MANAGEMENT3,712$358K0.15%-24613F-HRTimeline
Robertson Stephens Wealth Management, L…3,560$344K0.01%013F-HRTimeline
Schneider Downs Wealth Management Advis…3,553$343K0.03%013F-HRTimeline
Clearwater Capital Advisors, LLC3,446$333K0.02%013F-HRTimeline
Allegheny Financial Group3,412$329K0.03%+913F-HRTimeline
CAPTRUST FINANCIAL ADVISORS3,384$327K<0.01%+23313F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…3,359$324K<0.01%-3,24713F-HRTimelineGroup
BYRNE FINANCIAL FREEDOM, LLC3,349$323K0.13%new13F-HRTimeline
PPS&V ASSET MANAGEMENT CONSULTANTS, INC.3,292$318K0.17%-10813F-HRTimeline
BARRETT & COMPANY, INC.3,260$315K0.09%+1013F-HRTimeline
M&T Bank Corpin group M&T Bank Corp3,241$313K<0.01%013F-HRTimelineGroup
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SE…in group TIAA3,228$312K<0.01%-2,24813F-HRTimelineGroup
SILVERCREST ASSET MANAGEMENT GROUP LLC3,089$298K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA3,014$291K0.02%+1,35213F-HRTimeline
Ellevest, Inc.2,751$266K0.03%+14313F-HRTimeline
LAUREL OAK WEALTH MANAGEMENT, LLC2,679$259K0.04%+113F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC2,674$258K0.11%+213F-HRTimeline
Evernest Financial Advisors, LLC2,646$255K0.05%013F-HRTimeline
Valmark Advisers, Inc.2,632$254K<0.01%+13113F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd2,560$247K<0.01%new13F-HRTimelineGroup
Venture Visionary Partners LLC2,480$239K0.01%-11913F-HRTimeline
Empirical Financial Services, LLC d.b.a…2,380$230K<0.01%new13F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth2,340$226K<0.01%-1,12813F-HRTimelineGroup
Capital Square, LLC2,312$225K0.1%new13F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…2,273$219K<0.01%new13F-HRTimelineGroup
WEDBUSH SECURITIES INC2,224$215K0.01%new13F-HRTimeline
Savant Capital, LLC2,216$214K<0.01%-29213F-HRTimeline
Fingerlakes Wealth Management, Inc.2,188$211K0.11%new13F-HRTimeline
Kapstone Financial Advisors LLC2,136$206K0.09%new13F-HRTimeline
Advisors Capital Management, LLC2,120$205K<0.01%new13F-HRTimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…1,960$189K0.03%-42913F-HRTimeline
Cape Investment Advisory, Inc.1,786$172K0.05%new13F-HRTimeline
SIGNATUREFD, LLC1,755$169K<0.01%+1513F-HRTimeline
Keating Financial Advisory Services, In…1,738$168K0.02%013F-HRTimeline
HOWE & RUSLING INC1,736$168K0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC1,675$162K0.01%013F-HRTimeline
CoreCap Advisors, LLC1,629$157K<0.01%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,607$155K<0.01%+313F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC1,451$140K0.01%013F-HRTimeline
EPG Wealth Management LLC1,430$138K0.03%013F-HRTimeline
Addison Advisors LLC1,190$115K0.05%013F-HRTimeline
AE Wealth Management LLC1,166$113K<0.01%013F-HRTimeline
Greykasell Wealth Strategies, Inc.1,148$111K0.04%+413F-HRTimeline
Archer Investment Corp1,000$96.6K0.02%+11513F-HR/ATimeline
AdvisorNet Financial, Inc995$96K<0.01%+1013F-HRTimeline
HighMark Wealth Management LLC928$89.6K0.03%-18313F-HRTimeline
WEBSTER BANK, N. A.821$79.3K0.01%new13F-HRTimeline
Private Wealth Asset Management, LLC795$76.8K0.01%-45013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…677$65.4K<0.01%+113F-HRTimelineGroup
Capital Investment Advisory Services, L…653$63.1K<0.01%+15513F-HRTimeline
Avion Wealth643$62K0.01%013F-HRTimeline
Glass Jacobson Investment Advisors llc628$60.7K0.02%-16913F-HRTimeline
one8zero8, LLC600$57.9K0.01%013F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC562$54.3K<0.01%013F-HRTimelineGroup
COMPASS FINANCIAL MANAGEMENT LLC543$52.4K0.01%13F-HRTimeline
Ashton Thomas Private Wealth, LLC520$50.2K<0.01%013F-HRTimeline
UMB Bank, n.a.515$49.7K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Basepoint Wealth LLC490$47.3K0.03%+113F-HRTimeline
Morton Brown Family Wealth, LLC489$47.2K0.01%+113F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC486$47K<0.01%+113F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC452$43.6K<0.01%-1513F-HRTimelineGroup
Allworth Financial LP439$42.4K<0.01%013F-HRTimeline
Mosley Wealth Management435$42K0.01%-2,18613F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/426$41.1K<0.01%013F-HRTimelineGroup
TSFG, LLC420$41K0.01%013F-HRTimeline
MATHER GROUP, LLC.413$39.9K<0.01%013F-HRTimeline
IMA Advisory Services, Inc.407$39.3K<0.01%new13F-HRTimeline
BLAIR WILLIAM & CO/IL390$37.7K<0.01%013F-HRTimeline
Synergy Investment Management, LLC356$34.4K0.01%-20013F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …328$31.7K0.01%13F-HRTimelineGroup
Institute for Wealth Management, LLC.284$27.4K<0.01%new13F-HRTimeline
Olistico Wealth, LLC275$26.6K0.01%-2513F-HRTimeline
IFG Advisory, LLC264$25.5K<0.01%new13F-HRTimeline
Salomon & Ludwin, LLC228$22K<0.01%-1113F-HRTimeline
SYM FINANCIAL Corp228$22K<0.01%013F-HRTimeline
Integrity Financial Corp /WA220$21.2K0.01%013F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH184$17.8K<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC184$17.8K<0.01%013F-HRTimeline
Westside Investment Management, Inc.179$17.4K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.122$11.8K<0.01%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC68$6.59K<0.01%013F-HRTimeline
GGM Financial LLC53$5.13K<0.01%new13F-HRTimeline
Asset Dedication, LLC42$4.09K<0.01%013F-HRTimeline
Decker Retirement Planning Inc.17$1.64K<0.01%013F-HRTimeline
Copia Wealth Management10$966<0.01%013F-HRTimeline
Buck Wealth Strategies, LLC8$772<0.01%new13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…7$604<0.01%-38013F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2$193<0.01%013F-HRTimeline