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Disclosery

IMCB ISHARES TR

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MRGSTR MD CP ETF (fund)

182 managers (182 13F filers) reported a position in IMCB shares at 2024-12-31, 7,453,683 shares in all. 13 filers opened a position and 15 filers sold out during the quarter.

Managers
182
13F filers
182
New
13
Added
56
Reduced
55
Sold out
15
Shares held by filers
7,453,683

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
UBS Group AGin group UBS Group AG1,191,062$90.7M0.02%+9,54013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,189,258$90.6M0.01%+273,24913F-HR/ATimelineGroup
Fortitude Financial, LLC483,444$36.8M20.57%13F-HRTimeline
LPL Financial LLC429,064$32.7M0.01%+18,94413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC367,484$28M0.04%-7,43713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC345,690$26.3M0.01%13F-HR/ATimelineGroup
Cetera Investment Advisers184,243$14M0.03%+12,16913F-HRTimeline
Steele Capital Management, Inc.174,202$13.3M0.69%-60513F-HRTimeline
Matrix Trust Co174,200$13.3M2.31%-60513F-HRTimeline
MEANS INVESTMENT CO., INC.157,560$12M1.25%+16,05013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.130,986$9.98M0.02%+37,16613F-HR/ATimelineGroup
MML INVESTORS SERVICES, LLC121,011$9.21M0.03%+10,63213F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC120,456$9.17M<0.01%-14,31713F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/119,994$9.14M<0.01%-1,27613F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN105,013$8M<0.01%+4,59813F-HRTimelineGroup
Aptus Capital Advisors, LLC103,342$7.87M0.09%+3,02413F-HRTimeline
Sunburst Financial Group, LLC102,137$7.78M1.92%+1,98013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.82,176$6.26M0.04%-4,48913F-HRTimeline
Cambridge Investment Research Advisors,…76,061$5.79M0.02%+15,35213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP75,318$5.74M0.01%+1,32713F-HRTimelineGroup
Gladstone Institutional Advisory LLC69,705$5.31M0.25%-4,74813F-HRTimeline
YARGER WEALTH STRATEGIES, LLC68,608$5.22M3.01%+2613F-HRTimeline
PACIFIC FINANCIAL GROUP INC65,659$5M3.71%-4,30413F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.59,010$4.49M0.06%new13F-HRTimelineGroup
Atria Wealth Solutions, Inc.55,941$4.26M0.05%-1713F-HRTimeline
Benchmark Wealth Management, LLC55,481$4.22M2.08%-11713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC52,171$3.97M<0.01%-1,74913F-HRTimelineGroup
WOODARD & CO ASSET MANAGEMENT GROUP INC…50,912$3.88M0.84%-49013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA45,898$3.5M<0.01%+29513F-HRTimelineGroup
HighTower Advisors, LLC45,714$3.48M<0.01%+58513F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC43,380$3.3M<0.01%013F-HRTimelineGroup
EWG Elevate Inc.42,479$3.23M0.99%new13F-HRTimeline
Bedel Financial Consulting, Inc.40,210$3.2M0.45%+8,61713F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC41,969$3.2M0.02%+32913F-HRTimelineGroup
Goldstein Advisors, LLC37,809$2.88M0.42%-32413F-HRTimeline
Brand Asset Management Group, Inc.35,978$2.74M1.11%-15013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…31,033$2.36M<0.01%+11,69513F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…31,026$2.36M<0.01%+5,50513F-HR/ATimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.30,636$2.33M0.02%+6,51413F-HRTimelineGroup
Marshall Financial Group, LLC30,161$2.3M0.56%-84713F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC25,172$1.92M<0.01%+8,46813F-HRTimelineGroup
Merit Financial Group, LLC24,568$1.87M0.03%-72013F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC24,176$1.84M0.46%-1,07313F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO23,353$1.78M<0.01%+2,87313F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP23,108$1.76M<0.01%-2013F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC21,636$1.65M<0.01%+4713F-HRTimelineGroup
World Investment Advisors21,298$1.62M0.04%+32713F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…19,278$1.47M<0.01%-11,77613F-HRTimelineGroup
PARSONS CAPITAL MANAGEMENT INC/RI18,988$1.45M0.08%-15013F-HRTimeline
JIM SAULNIER & ASSOCIATES, LLC18,673$1.42M1.23%+3,89613F-HRTimeline
Patriot Financial Group Insurance Agenc…18,123$1.38M0.19%+1,30013F-HRTimeline
Pitti Group Wealth Management, LLC17,727$1.35M1.37%-47313F-HRTimeline
United Advisor Group, LLC17,066$1.3M0.26%new13F-HRTimeline
Global Retirement Partners, LLC14,332$1.09M0.03%-54813F-HRTimeline
FMR LLCin group FMR LLC13,934$1.06M<0.01%+5,96213F-HRTimelineGroup
CWM, LLCin group CWM, LLC13,418$1.02M<0.01%013F-HRTimelineGroup
Advisory Services Network, LLC13,210$1.01M0.02%+7,80313F-HRTimeline
J.W. COLE ADVISORS, INC.13,043$993K0.04%+40113F-HRTimeline
Rede Wealth, LLC12,925$984K0.38%-2,96113F-HRTimeline
Composition Wealth, LLC11,968$911K0.02%-1,24113F-HRTimeline
S.A. Mason LLC11,758$895K0.47%+3413F-HRTimeline
Apella Capital, LLC11,532$878K0.03%013F-HRTimeline
Janney Montgomery Scott LLC11,442$871K<0.01%-45113F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC10,838$825K0.02%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…10,047$800K0.05%-33413F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP10,374$790K<0.01%-5,31013F-HRTimelineGroup
Liberty Capital Management, Inc.10,200$777K0.17%013F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding10,022$758K-8,863Timeline
Summit Asset Management, LLC9,855$750K0.13%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.9,505$731K<0.01%-2,89513F-HRTimelineGroup
TRUEFG, LLC9,585$730K0.24%013F-HRTimeline
Atlas Private Wealth Advisors8,854$674K0.1%+1,29813F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC8,701$663K<0.01%+3,48413F-HRTimelineGroup
Opulen Financial Group LLC8,439$643K0.58%13F-HRTimeline
Mariner, LLCin group Mariner, LLC7,362$561K<0.01%-113F-HRTimelineGroup
Capital Planning Advisors, LLC7,006$534K0.08%+1,14313F-HRTimeline
Integrated Wealth Concepts LLC6,860$522K0.01%-11313F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…6,707$511K0.02%-19313F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV6,568$500K0.04%+80413F-HRTimeline
Haverford Trust Co6,517$496K<0.01%013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…5,953$475K<0.01%013F-HRTimelineGroup
Independent Advisor Alliance6,220$474K0.01%new13F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC6,108$465K<0.01%-5,29613F-HRTimelineGroup
Philip James Wealth Mangement, LLC6,030$459K0.06%+2413F-HRTimeline
ADELL HARRIMAN & CARPENTER INC5,900$449K0.03%013F-HRTimeline
Financial Futures Ltd Liability Co.5,586$425K0.24%013F-HRTimeline
Kaydan Wealth Management, Inc.5,392$411K0.14%013F-HRTimeline
COMERICA BANK5,338$406K<0.01%+1,22913F-HR/ATimeline
Good Life Advisors, LLC5,076$387K0.03%-5,07613F-HRTimeline
Procyon Advisors, LLC4,984$380K0.02%+14413F-HRTimeline
Financial Perspectives, Inc4,968$378K0.13%+21213F-HRTimeline
PFG Investments, LLC4,923$375K0.02%-1,01413F-HRTimeline
Wealthspire Retirement, LLC4,803$366K0.03%013F-HRTimeline
IHT Wealth Management, LLC4,787$365K0.01%-813F-HRTimeline
49 WEALTH MANAGEMENT, LLC4,757$362K0.05%+1913F-HRTimeline
Three Seasons Wealth, LLC4,746$361K0.18%-1,72413F-HRTimeline
Mutual Advisors, LLC4,520$355K0.01%013F-HRTimeline
Proactive Wealth Strategies LLC4,258$324K0.17%+1713F-HRTimeline
CITIGROUP INCin group CITIGROUP INC4,229$322K<0.01%-413F-HRTimelineGroup
Lion Street Advisors, LLC4,208$320K0.1%-83513F-HRTimeline
Wealth Management Associates, Inc.4,022$306K0.13%013F-HRTimeline
Sigma Planning Corp4,005$305K0.01%-16213F-HRTimeline
Evolution Wealth Advisors, LLC4,000$305K0.05%new13F-HRTimeline
Addison Advisors LLC3,985$303K0.08%013F-HRTimeline
Glenview Trust Co3,887$296K0.01%013F-HRTimeline
PPS&V ASSET MANAGEMENT CONSULTANTS, INC.3,851$293K0.2%013F-HRTimeline
M&T Bank Corpin group M&T Bank Corp3,636$277K<0.01%-73313F-HRTimelineGroup
Robertson Stephens Wealth Management, L…3,560$271K0.01%013F-HRTimeline
Tyler-Stone Wealth Management3,526$269K0.05%-66013F-HRTimeline
Creative Planningin group Creative Planning3,473$264K<0.01%-1113F-HRTimelineGroup
Clearwater Capital Advisors, LLC3,446$262K0.03%-20013F-HRTimeline
Mission Creek Capital Partners, Inc.3,390$258K0.06%013F-HRTimeline
Bouchey Financial Group, Ltd.3,360$256K0.02%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…3,278$250K<0.01%+1,35413F-HRTimelineGroup
BARRETT & COMPANY, INC.3,194$243K0.1%+1313F-HRTimeline
Foundations Investment Advisors, LLC3,134$239K<0.01%-5213F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC3,089$235K<0.01%013F-HRTimeline
XML Financial, LLC3,085$235K0.02%-72013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP3,076$234K<0.01%+1,41613F-HRTimelineGroup
RFG Advisory, LLC3,032$231K0.01%+29813F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…3,012$229K0.01%013F-HRTimelineGroup
Western Wealth Management, LLC2,950$225K0.01%013F-HR/ATimeline
Empirical Financial Services, LLC d.b.a…2,912$222K0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC2,832$216K<0.01%+2,21213F-HRTimelineGroup
OneDigital Investment Advisors LLC2,811$214K<0.01%+213F-HRTimeline
Arete Wealth Advisors, LLC2,700$206K0.01%-5213F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC2,703$206K0.12%+213F-HRTimeline
Mosley Wealth Management2,588$205K0.13%-5913F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…2,556$203K<0.01%013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV2,644$201K<0.01%new13F-HRTimeline
Private Advisor Group, LLC2,632$200K<0.01%-4,39313F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources2,500$190K<0.01%013F-HRTimelineGroup
Synergy Investment Management, LLC2,340$178K0.08%13F-HRTimeline
Geneos Wealth Management Inc.2,240$171K0.01%013F-HRTimeline
NewEdge Advisors, LLC1,991$152K<0.01%+613F-HRTimeline
HARBOUR INVESTMENTS, INC.1,967$150K<0.01%-18213F-HRTimeline
EPG Wealth Management LLC1,796$137K0.04%+37313F-HRTimeline
Cape Investment Advisory, Inc.1,786$136K0.05%-64013F-HRTimeline
Plante Moran Financial Advisors, LLC1,675$128K0.01%-1,65813F-HRTimeline
Steward Partners Investment Advisory, L…1,656$126K<0.01%013F-HRTimeline
SIGNATUREFD, LLC1,469$112K<0.01%+1613F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,451$110K0.01%013F-HRTimeline
CoreCap Advisors, LLC1,371$104K<0.01%013F-HRTimeline
HighMark Wealth Management LLC1,297$98.8K0.06%013F-HRTimeline
Glass Jacobson Investment Advisors llc978$74.5K0.02%+15713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
AdvisorNet Financial, Inc972$74K0.01%+313F-HRTimeline
Financial Freedom, LLC936$71.3K0.04%013F-HRTimeline
Farther Finance Advisors, LLC772$58.8K<0.01%-8813F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…689$52.5K<0.01%013F-HRTimelineGroup
Avion Wealth643$48K0.01%013F-HRTimeline
Morton Brown Family Wealth, LLC479$36.5K0.01%+213F-HRTimeline
Allworth Financial LP439$35K<0.01%013F-HRTimeline
TSFG, LLC420$32K0.01%013F-HRTimeline
WASHINGTON TRUST Co420$32K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…360$27.4K<0.01%-2113F-HRTimelineGroup
MAI Capital Management350$26.7K<0.01%new13F-HRTimeline
Van Hulzen Asset Management, LLC344$26.2K<0.01%new13F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …328$25K0.01%013F-HRTimelineGroup
Archer Investment Corp321$24.4K0.01%013F-HRTimeline
Centricity Wealth Management, LLC308$23.5K0.02%13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/300$22.8K<0.01%+10013F-HRTimelineGroup
NorthRock Partners, LLC300$22.8K<0.01%+27513F-HR/ATimeline
Olistico Wealth, LLC300$22.8K0.01%013F-HRTimeline
Sound Income Strategies, LLC280$21.3K<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC268$20.4K<0.01%013F-HRTimelineGroup
Salomon & Ludwin, LLC241$18.4K<0.01%-1213F-HRTimeline
IFP Advisors, Inc240$18.3K<0.01%new13F-HRTimeline
Integrity Financial Corp /WA220$16.8K0.01%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC208$16K<0.01%013F-HRTimelineGroup
Avior Wealth Management, LLC189$14.4K<0.01%new13F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH184$14K<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC184$14K<0.01%013F-HRTimeline
Westside Investment Management, Inc.176$13.4K<0.01%+113F-HRTimeline
AE Wealth Management LLC168$12.8K<0.01%new13F-HRTimeline
Security National Bank100$7.62K<0.01%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC68$5.18K<0.01%013F-HRTimeline
Briaud Financial Planning Inc60$4K<0.01%new13F-HRTimeline
Asset Dedication, LLC41$3.16K<0.01%013F-HRTimeline
BLAIR WILLIAM & CO/IL19$1.45K<0.01%013F-HRTimeline
Decker Retirement Planning Inc.17$1.29K<0.01%13F-HRTimeline
Global Trust Asset Management, LLC12$914<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC6$462<0.01%013F-HRTimeline