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Disclosery

IMCB ISHARES TR

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MRGSTR MD CP ETF (fund)

175 managers (175 13F filers) reported a position in IMCB shares at 2025-03-31, 7,110,788 shares in all. 7 filers opened a position and 14 filers sold out during the quarter.

Managers
175
13F filers
175
New
7
Added
58
Reduced
52
Sold out
14
Shares held by filers
7,110,788

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 AG1,261,378$93.4M0.02%+70,31613F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,194,704$88.5M0.01%+5,44613F-HRTimelineGroup
LPL Financial LLC453,623$33.6M0.01%+24,55913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC398,963$29.6M0.04%+31,47913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC321,664$23.8M0.01%-24,02613F-HRTimelineGroup
MEANS INVESTMENT CO., INC.302,927$22.4M2.38%+145,36713F-HRTimeline
Cetera Investment Advisers180,316$13.4M0.03%-3,92713F-HRTimeline
Matrix Trust Co174,785$12.9M2.18%+58513F-HRTimeline
Steele Capital Management, Inc.174,787$12.9M0.67%+58513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.127,175$9.43M0.02%-3,81113F-HRTimelineGroup
MML INVESTORS SERVICES, LLC120,301$8.91M0.03%-71013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC117,325$8.69M<0.01%-3,13113F-HRTimelineGroup
Aptus Capital Advisors, LLC105,533$7.82M0.09%+2,19113F-HRTimeline
Sunburst Financial Group, LLC104,272$7.72M1.9%+2,13513F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN103,586$7.67M<0.01%-1,42713F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/89,513$6.63M<0.01%-30,48113F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.82,355$6.1M0.04%+17913F-HRTimeline
Cambridge Investment Research Advisors,…79,705$5.91M0.02%+3,64413F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP75,347$5.58M0.01%+2913F-HRTimelineGroup
Fortitude Financial, LLC70,502$5.22M4.97%-412,94213F-HRTimeline
YARGER WEALTH STRATEGIES, LLC68,793$5.1M2.97%+18513F-HRTimeline
Gladstone Institutional Advisory LLC67,422$4.99M0.23%-2,28313F-HRTimeline
PACIFIC FINANCIAL GROUP INC63,991$4.74M3.83%-1,66813F-HRTimeline
Atria Wealth Solutions, Inc.55,733$4.13M0.05%-20813F-HRTimeline
Benchmark Wealth Management, LLC55,379$4.1M1.98%-10213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC50,957$3.78M<0.01%-1,21413F-HRTimelineGroup
WOODARD & CO ASSET MANAGEMENT GROUP INC…49,947$3.7M0.77%-96513F-HRTimeline
Bedel Financial Consulting, Inc.46,481$3.43M0.49%+6,27113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA46,267$3.43M<0.01%+36913F-HR/ATimelineGroup
HighTower Advisors, LLC43,591$3.23M<0.01%-2,12313F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC43,380$3.21M<0.01%013F-HR/ATimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC42,778$3.17M0.02%+80913F-HRTimelineGroup
Goldstein Advisors, LLC37,574$2.78M0.41%-23513F-HRTimeline
Brand Asset Management Group, Inc.35,970$2.66M1.11%-813F-HRTimeline
Patriot Financial Group Insurance Agenc…35,642$2.64M0.35%+17,51913F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…32,399$2.4M<0.01%+1,36613F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.32,324$2.39M0.02%+1,68813F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…31,092$2.3M<0.01%+6613F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO24,899$1.84M<0.01%+1,54613F-HRTimelineGroup
Merit Financial Group, LLC24,636$1.83M0.03%+6813F-HRTimeline
FLOW TRADERS U.S. LLC24,356$1.8M0.08%new13F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC24,186$1.79M0.46%+1013F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP23,547$1.74M<0.01%+43913F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC20,852$1.54M<0.01%-78413F-HRTimelineGroup
World Investment Advisors20,711$1.53M0.04%-58713F-HRTimeline
United Advisor Group, LLC19,520$1.45M0.3%+2,45413F-HRTimeline
JIM SAULNIER & ASSOCIATES, LLC19,390$1.44M1.12%+71713F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI17,818$1.32M0.07%-1,17013F-HRTimeline
Pitti Group Wealth Management, LLC16,958$1.26M1.29%-76913F-HRTimeline
FMR LLCin group FMR LLC16,776$1.24M<0.01%+2,84213F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…14,806$1.1M<0.01%-4,47213F-HRTimelineGroup
CWM, LLCin group CWM, LLC13,418$994K<0.01%013F-HRTimelineGroup
Advisory Services Network, LLC12,982$962K0.02%-22813F-HRTimeline
J.W. COLE ADVISORS, INC.12,883$954K0.03%-16013F-HRTimeline
S.A. Mason LLC11,871$879K0.46%+11313F-HRTimeline
Janney Montgomery Scott LLC11,149$826K<0.01%-29313F-HRTimeline
Apella Capital, LLC11,532$816K0.03%013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC10,838$803K0.02%013F-HRTimelineGroup
Composition Wealth, LLC10,495$777K0.02%-1,47313F-HRTimeline
Liberty Capital Management, Inc.10,200$756K0.17%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC10,149$752K<0.01%+7,31713F-HRTimelineGroup
Rede Wealth, LLC10,142$751K0.27%-2,78313F-HRTimeline
Summit Asset Management, LLC9,855$730K0.13%013F-HRTimeline
TRUEFG, LLC9,398$696K0.23%-18713F-HRTimeline
GTS SECURITIES LLC8,938$662K0.03%new13F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …9,005$658K0.04%-1,01713F-HRTimelineGroup
Opulen Financial Group LLC8,431$625K0.57%-813F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.9,505$622K<0.01%013F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP7,848$581K<0.01%-2,52613F-HRTimelineGroup
Capital Planning Advisors, LLC7,493$555K0.09%+48713F-HRTimeline
Mariner, LLCin group Mariner, LLC7,362$545K<0.01%013F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV7,023$520K0.04%+45513F-HRTimeline
Integrated Wealth Concepts LLC6,848$507K0.01%-1213F-HRTimeline
Geneos Wealth Management Inc.6,720$498K0.01%+4,48013F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…6,709$497K0.02%+213F-HRTimelineGroup
Haverford Trust Co6,517$483K<0.01%013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…5,953$475K<0.01%013F-HR/ATimelineGroup
Marshall Financial Group, LLC6,221$461K0.1%-23,94013F-HRTimeline
Atlas Private Wealth Advisors5,956$441K0.06%-2,89813F-HRTimeline
Financial Perspectives, Inc5,895$437K0.15%+92713F-HRTimeline
COMERICA BANK5,725$424K<0.01%+38713F-HRTimeline
Philip James Wealth Mangement, LLC5,675$420K0.05%-35513F-HRTimeline
Financial Futures Ltd Liability Co.5,586$414K0.23%013F-HRTimeline
Kaydan Wealth Management, Inc.5,392$399K0.13%013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC5,284$391K<0.01%-82413F-HR/ATimelineGroup
Good Life Advisors, LLC5,076$376K0.03%013F-HRTimeline
PFG Investments, LLC4,923$365K0.02%013F-HRTimeline
Wealthspire Retirement, LLC4,803$356K0.03%013F-HRTimeline
49 WEALTH MANAGEMENT, LLC4,774$354K0.04%+1713F-HRTimeline
IHT Wealth Management, LLC4,726$350K0.01%-6113F-HRTimeline
Three Seasons Wealth, LLC4,717$349K0.17%-2913F-HRTimeline
Procyon Advisors, LLC4,587$340K0.02%-39713F-HRTimeline
Mutual Advisors, LLC4,520$327K0.01%013F-HRTimeline
ADELL HARRIMAN & CARPENTER INC4,300$319K0.02%-1,60013F-HRTimeline
Proactive Wealth Strategies LLC4,242$314K0.17%-1613F-HRTimeline
CITIGROUP INCin group CITIGROUP INC4,191$310K<0.01%-3813F-HRTimelineGroup
Creative Planningin group Creative Planning4,030$299K<0.01%+55713F-HRTimelineGroup
Evolution Wealth Advisors, LLC4,000$296K0.05%013F-HRTimeline
Addison Advisors LLC3,985$295K0.08%013F-HRTimeline
Sigma Planning Corp3,907$289K0.01%-9813F-HRTimeline
Glenview Trust Co3,887$288K0.01%013F-HR/ATimeline
PPS&V ASSET MANAGEMENT CONSULTANTS, INC.3,851$285K0.21%013F-HRTimeline
Wealth Management Associates, Inc.3,822$283K0.12%-20013F-HRTimeline
XML Financial, LLC3,787$281K0.03%+70213F-HRTimeline
M&T Bank Corpin group M&T Bank Corp3,636$269K<0.01%013F-HRTimelineGroup
Robertson Stephens Wealth Management, L…3,560$264K0.01%013F-HRTimeline
Lion Street Advisors, LLC3,535$262K0.08%-67313F-HRTimeline
Tyler-Stone Wealth Management3,526$261K0.05%013F-HRTimeline
Clearwater Capital Advisors, LLC3,446$255K0.02%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP3,392$250K<0.01%+31613F-HR/ATimelineGroup
BARRETT & COMPANY, INC.3,205$237K0.1%+1113F-HRTimeline
RFG Advisory, LLC3,175$235K0.01%+14313F-HRTimeline
Foundations Investment Advisors, LLC3,161$234K<0.01%+2713F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC3,089$229K<0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…3,012$223K0.01%013F-HRTimelineGroup
Detalus Advisors, LLC2,979$221K0.07%new13F-HRTimeline
Farther Finance Advisors, LLC2,950$219K0.01%+2,17813F-HRTimeline
Western Wealth Management, LLC2,850$211K0.01%-10013F-HRTimeline
Private Advisor Group, LLC2,760$204K<0.01%+12813F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC2,705$200K0.12%+213F-HRTimeline
Arete Wealth Advisors, LLC2,704$200K0.02%+413F-HRTimeline
Synergy Investment Management, LLC2,340$173K0.07%013F-HRTimeline
Steward Partners Investment Advisory, L…2,145$159K<0.01%+48913F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources2,000$148K<0.01%-50013F-HRTimelineGroup
NewEdge Advisors, LLC1,996$148K<0.01%+513F-HRTimeline
HARBOUR INVESTMENTS, INC.1,958$145K<0.01%-913F-HRTimeline
EPG Wealth Management LLC1,798$133K0.04%+213F-HRTimeline
Cape Investment Advisory, Inc.1,786$132K0.05%013F-HRTimeline
Plante Moran Financial Advisors, LLC1,675$124K0.01%013F-HRTimeline
Private Wealth Asset Management, LLC1,635$121K0.02%13F-HRTimeline
SIGNATUREFD, LLC1,568$116K<0.01%+9913F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,451$107K0.01%013F-HRTimeline
CoreCap Advisors, LLC1,360$101K<0.01%-1113F-HRTimeline
HighMark Wealth Management LLC1,297$96.1K0.06%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1,216$90.1K<0.01%-2,06213F-HRTimelineGroup
Global Wealth Strategies & Associates1,100$81.5K0.02%new13F-HRTimeline
Glass Jacobson Investment Advisors llc978$74.5K0.02%013F-HRTimeline
AdvisorNet Financial, Inc975$72.2K0.01%+313F-HRTimeline
Silicon Valley Capital Partners954$70.3K0.01%new13F-HRTimeline
Financial Freedom, LLC936$69.3K0.04%013F-HRTimeline
Wealth Preservation Advisors, LLC702$52K0.04%13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…690$51.1K<0.01%+113F-HRTimelineGroup
AE Wealth Management LLC682$50.5K<0.01%+51413F-HRTimeline
PSI Advisors, LLC662$49K0.02%new13F-HRTimeline
Avion Wealth643$48K0.01%013F-HRTimeline
Morton Brown Family Wealth, LLC481$35.6K0.01%+213F-HRTimeline
Allworth Financial LP439$31.8K<0.01%013F-HRTimeline
WASHINGTON TRUST Co420$31.1K<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC408$31.1K<0.01%+14013F-HRTimelineGroup
TSFG, LLC420$31K0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…361$26.8K<0.01%+113F-HRTimelineGroup
MAI Capital Management340$25.2K<0.01%-1013F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …328$24.3K0.01%13F-HRTimelineGroup
Archer Investment Corp321$23.8K0.01%013F-HRTimeline
Centricity Wealth Management, LLC308$22.8K0.02%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/300$22.2K<0.01%013F-HRTimelineGroup
Olistico Wealth, LLC300$22.2K0.01%013F-HRTimeline
Sound Income Strategies, LLC280$20.7K<0.01%013F-HRTimeline
Salomon & Ludwin, LLC241$17.9K<0.01%013F-HRTimeline
IFP Advisors, Inc240$17.8K<0.01%013F-HRTimeline
Integrity Financial Corp /WA220$16.3K0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC209$15K<0.01%+113F-HRTimelineGroup
BOYD WATTERSON ASSET MANAGEMENT LLC/OH184$13.6K<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC184$13.6K<0.01%013F-HRTimeline
Westside Investment Management, Inc.176$13.1K<0.01%013F-HRTimeline
Security National Bank100$7.41K<0.01%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC68$5.04K<0.01%013F-HRTimeline
Briaud Financial Planning Inc60$4K<0.01%013F-HRTimeline
Asset Dedication, LLC42$3.08K<0.01%+113F-HRTimeline
BLAIR WILLIAM & CO/IL19$1.41K<0.01%013F-HRTimeline
Decker Retirement Planning Inc.17$1.26K<0.01%013F-HRTimeline
Global Trust Asset Management, LLC12$889<0.01%013F-HRTimeline
Copia Wealth Management10$741<0.01%new13F-HRTimeline
GPS Wealth Strategies Group, LLC6$451<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-10,04713F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.