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Disclosery

IMCB ISHARES TR

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MRGSTR MD CP ETF (fund)

183 managers (184 13F filers) reported a position in IMCB shares at 2025-06-30, 8,573,018 shares in all. 16 filers opened a position and 11 filers sold out during the quarter.

Managers
183
13F filers
184
New
16
Added
69
Reduced
40
Sold out
11
Shares held by filers
8,573,018

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
UBS Group AGin group UBS Group AG1,309,271$104M0.02%+47,89313F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,254,715$100M0.01%+60,01113F-HRTimelineGroup
RMG Wealth Management LLC1,083,709$87.7M13.48%13F-HRTimeline
LPL Financial LLC498,843$39.7M0.01%+45,22013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC382,362$30.5M0.04%-16,60113F-HRTimeline
MEANS INVESTMENT CO., INC.319,053$25.4M2.41%+16,12613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC317,974$25.3M0.01%-3,69013F-HRTimelineGroup
Cetera Investment Advisers181,928$14.5M0.02%+1,61213F-HRTimeline
Steele Capital Management, Inc.177,217$14.1M0.68%+2,43013F-HRTimeline
Matrix Trust Co177,216$14.1M2.25%+2,43113F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV153,163$12.2M0.88%+146,14013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.128,821$10.3M0.02%+1,64613F-HR/ATimelineGroup
MML INVESTORS SERVICES, LLC121,599$9.69M0.03%+1,29813F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC113,909$9.07M<0.01%-3,41613F-HRTimelineGroup
Aptus Capital Advisors, LLC108,491$8.64M0.09%+2,95813F-HRTimeline
Sunburst Financial Group, LLC107,230$8.54M1.91%+2,95813F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/92,496$7.37M<0.01%+2,98313F-HRTimelineGroup
Cambridge Investment Research Advisors,…83,538$6.66M0.02%+3,83313F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.83,245$6.63M0.04%+89013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN81,593$6.5M<0.01%-21,99313F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV81,572$6.5M0.01%new13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP74,517$5.94M0.01%-83013F-HRTimelineGroup
YARGER WEALTH STRATEGIES, LLC68,964$5.49M2.87%+17113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC67,204$5.35M<0.01%+16,24713F-HRTimelineGroup
Gladstone Institutional Advisory LLC67,124$5.35M0.22%-29813F-HRTimeline
PACIFIC FINANCIAL GROUP INC64,764$5.16M4.03%+77313F-HRTimeline
Benchmark Wealth Management, LLC55,403$4.41M1.96%+2413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA53,929$4.3M<0.01%+7,66213F-HR/ATimelineGroup
WOODARD & CO ASSET MANAGEMENT GROUP INC…48,553$3.87M0.71%-1,39413F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC47,602$3.79M0.02%+4,82413F-HRTimelineGroup
Bedel Financial Consulting, Inc.47,512$3.78M0.52%+1,03113F-HRTimeline
HighTower Advisors, LLC43,592$3.47M<0.01%+113F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC43,380$3.46M<0.01%013F-HRTimelineGroup
Farther Finance Advisors, LLC42,691$3.4M0.07%+39,74113F-HRTimeline
Goldstein Advisors, LLC39,303$3.13M0.42%+1,72913F-HRTimeline
Patriot Financial Group Insurance Agenc…38,738$3.09M0.35%+3,09613F-HRTimeline
Sowell Financial Services LLC38,539$3.07M0.13%new13F-HRTimeline
Brand Asset Management Group, Inc.36,400$2.9M1.08%+43013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.34,725$2.77M0.02%+2,40113F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…34,308$2.73M<0.01%+1,90913F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…30,634$2.48M<0.01%-45813F-HRTimeline
Merit Financial Group, LLC27,254$2.17M0.02%+2,61813F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO25,892$2.06M<0.01%+99313F-HRTimelineGroup
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC23,750$1.89M0.52%-43613F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP23,209$1.85M<0.01%-33813F-HRTimelineGroup
United Advisor Group, LLC22,837$1.82M0.31%+3,31713F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC20,889$1.66M<0.01%+3713F-HRTimelineGroup
World Investment Advisors19,056$1.52M0.03%-1,65513F-HRTimeline
JIM SAULNIER & ASSOCIATES, LLC17,856$1.42M0.97%-1,53413F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI17,498$1.39M0.09%-32013F-HRTimeline
Pitti Group Wealth Management, LLC16,507$1.31M1.13%-45113F-HRTimeline
FMR LLCin group FMR LLC14,672$1.17M<0.01%-2,10413F-HRTimelineGroup
CWM, LLCin group CWM, LLC13,933$1.11M<0.01%+51513F-HRTimelineGroup
J.W. COLE ADVISORS, INC.13,139$1.05M0.02%+25613F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC12,425$990K<0.01%new13F-HRTimelineGroup
Advisory Services Network, LLC12,085$978K0.02%-89713F-HRTimeline
Global Retirement Partners, LLC11,938$951K0.02%13F-HRTimeline
S.A. Mason LLC11,930$950K0.46%+5913F-HRTimeline
Janney Montgomery Scott LLC11,659$929K<0.01%+51013F-HRTimeline
Apella Capital, LLC11,532$928K0.03%013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC10,838$863K0.02%013F-HRTimelineGroup
Rede Wealth, LLC10,445$832K0.3%+30313F-HRTimeline
Liberty Capital Management, Inc.10,200$813K0.16%013F-HRTimeline
Summit Asset Management, LLC9,855$785K0.13%013F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding9,750$777K+3,041Timeline
TRUEFG, LLC9,332$743K0.22%-6613F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …8,729$706K0.03%-27613F-HRTimelineGroup
Atria Wealth Solutions, Inc.8,727$695K0.02%-47,00613F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP8,696$693K<0.01%+84813F-HR/ATimelineGroup
Composition Wealth, LLC8,522$679K0.01%-1,97313F-HRTimeline
Opulen Financial Group LLC8,149$649K0.53%-28213F-HRTimeline
Capital Planning Advisors, LLC7,963$634K0.09%+47013F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.7,671$611K0.04%new13F-HRTimelineGroup
Triad Wealth Partners, LLC7,632$608K0.12%new13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.7,264$579K<0.01%-2,24113F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC7,121$567K<0.01%-24113F-HRTimelineGroup
Carnegie Investment Counsel6,935$552K0.01%new13F-HRTimeline
Integrated Wealth Concepts LLC6,860$546K0.01%+1213F-HRTimeline
Haverford Trust Co6,517$519K<0.01%013F-HRTimeline
PFG Investments, LLC6,354$506K0.03%+1,43113F-HRTimeline
M&T Bank Corpin group M&T Bank Corp6,162$491K<0.01%+2,52613F-HRTimelineGroup
Financial Perspectives, Inc6,138$489K0.15%+24313F-HRTimeline
COMERICA BANK6,077$484K<0.01%+35213F-HRTimeline
Hoxton Planning & Management, LLC5,841$465K0.16%new13F-HRTimeline
Philip James Wealth Mangement, LLC5,694$454K0.06%+1913F-HRTimeline
Marshall Financial Group, LLC5,600$450K0.09%-62113F-HRTimeline
Financial Futures Ltd Liability Co.5,586$445K0.24%013F-HRTimeline
Kaydan Wealth Management, Inc.5,392$430K0.14%013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC5,284$421K<0.01%013F-HR/ATimelineGroup
Good Life Advisors, LLC5,076$404K0.03%013F-HRTimeline
Vise Technologies, Inc.4,978$397K0.02%13F-HRTimeline
Wealthspire Retirement, LLC4,803$383K0.03%013F-HRTimeline
49 WEALTH MANAGEMENT, LLC4,790$382K0.04%+1613F-HRTimeline
IHT Wealth Management, LLC4,711$375K0.01%-1513F-HRTimeline
Three Seasons Wealth, LLC4,686$373K0.04%-3113F-HRTimeline
Mutual Advisors, LLC4,520$372K0.01%013F-HRTimeline
Procyon Advisors, LLC4,594$366K0.03%+713F-HRTimeline
Creative Planningin group Creative Planning4,592$366K<0.01%+56213F-HRTimelineGroup
Geneos Wealth Management Inc.4,480$357K0.01%-2,24013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP4,402$348K<0.01%+1,01013F-HRTimelineGroup
ADELL HARRIMAN & CARPENTER INC4,300$343K0.02%013F-HRTimeline
Proactive Wealth Strategies LLC4,256$339K0.16%+1413F-HRTimeline
CITIGROUP INCin group CITIGROUP INC4,103$327K<0.01%-8813F-HRTimelineGroup
Schneider Downs Wealth Management Advis…4,053$323K0.05%new13F-HRTimeline
Evolution Wealth Advisors, LLC4,000$319K0.05%013F-HRTimeline
Sigma Planning Corp3,911$312K0.01%+413F-HRTimeline
Glenview Trust Co3,887$310K0.01%013F-HRTimeline
Atlas Private Wealth Advisors3,882$309K0.04%-2,07413F-HRTimeline
PPS&V ASSET MANAGEMENT CONSULTANTS, INC.3,851$307K0.19%013F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO3,825$305K0.08%13F-HRTimeline
Wealth Management Associates, Inc.3,822$304K0.12%013F-HRTimeline
XML Financial, LLC3,740$298K0.03%-4713F-HRTimeline
Robertson Stephens Wealth Management, L…3,560$284K0.01%013F-HRTimeline
Tyler-Stone Wealth Management3,526$281K0.05%013F-HRTimeline
Clearwater Capital Advisors, LLC3,446$275K0.03%013F-HRTimeline
BARRETT & COMPANY, INC.3,216$256K0.1%+1113F-HRTimeline
Detalus Advisors, LLC3,184$254K0.07%+20513F-HRTimeline
Foundations Investment Advisors, LLC3,161$252K<0.01%013F-HRTimeline
Edge Financial Advisors LLC3,114$250K0.13%new13F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC3,089$246K<0.01%013F-HRTimeline
RFG Advisory, LLC3,051$243K0.01%-12413F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…3,012$240K0.01%013F-HRTimelineGroup
Private Advisor Group, LLC2,893$230K<0.01%+13313F-HRTimeline
Lion Street Advisors, LLC2,880$229K0.07%-65513F-HRTimeline
Arete Wealth Advisors, LLC2,707$216K0.02%+313F-HRTimeline
Addison Advisors LLC2,650$211K0.05%-1,33513F-HRTimeline
Ellevest, Inc.2,639$210K0.03%new13F-HRTimeline
Fingerlakes Wealth Management, Inc.2,618$209K0.16%new13F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC2,617$208K0.12%-8813F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC2,383$190K<0.01%-7,76613F-HRTimelineGroup
Steward Partners Investment Advisory, L…2,163$172K<0.01%+1813F-HRTimeline
NewEdge Advisors, LLC2,001$159K<0.01%+513F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources2,000$159K<0.01%013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.1,930$154K<0.01%-2813F-HRTimeline
Cape Investment Advisory, Inc.1,786$142K0.05%013F-HRTimeline
HOWE & RUSLING INC1,736$138K0.01%new13F-HRTimeline
Plante Moran Financial Advisors, LLC1,675$133K0.01%013F-HRTimeline
SIGNATUREFD, LLC1,596$127K<0.01%+2813F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,451$116K0.01%013F-HRTimeline
EPG Wealth Management LLC1,423$113K0.03%-37513F-HRTimeline
CoreCap Advisors, LLC1,360$108K<0.01%013F-HRTimeline
AE Wealth Management LLC1,348$107K<0.01%+66613F-HRTimeline
HighMark Wealth Management LLC1,297$103K0.05%013F-HRTimeline
Private Wealth Asset Management, LLC1,245$99.2K0.01%-39013F-HRTimeline
Global Wealth Strategies & Associates1,100$87.6K0.03%013F-HRTimeline
Archer Investment Corp1,099$87.5K0.02%+77813F-HRTimeline
AdvisorNet Financial, Inc977$77.8K0.01%+213F-HRTimeline
Silicon Valley Capital Partners958$76.3K0.01%+413F-HRTimeline
Glass Jacobson Investment Advisors llc957$76.3K0.03%-2113F-HRTimeline
Financial Freedom, LLC936$74.6K0.04%013F-HRTimeline
Wealth Preservation Advisors, LLC705$56.1K0.03%+313F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…692$55.1K<0.01%+213F-HRTimelineGroup
Avion Wealth643$51K0.01%013F-HR/ATimeline
Morton Brown Family Wealth, LLC482$38.4K0.01%+113F-HRTimeline
Allworth Financial LP439$35K<0.01%013F-HRTimeline
TSFG, LLC420$33K0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…382$30.5K<0.01%+2113F-HRTimelineGroup
MAI Capital Management340$27.1K<0.01%013F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …328$26.1K0.01%13F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC316$25.2K<0.01%-9213F-HRTimelineGroup
Centricity Wealth Management, LLC308$24.5K0.02%013F-HRTimeline
Olistico Wealth, LLC300$23.9K0.01%013F-HRTimeline
Sound Income Strategies, LLC280$22.3K<0.01%013F-HRTimeline
Salomon & Ludwin, LLC241$19.4K<0.01%013F-HRTimeline
IFP Advisors, Inc240$19.1K<0.01%013F-HRTimeline
SYM FINANCIAL Corp228$18.2K<0.01%new13F-HRTimeline
Integrity Financial Corp /WA220$17.5K0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC209$17K<0.01%013F-HRTimelineGroup
BOYD WATTERSON ASSET MANAGEMENT LLC/OH184$14.7K<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC184$14.7K<0.01%013F-HRTimeline
Westside Investment Management, Inc.177$14.1K<0.01%+113F-HRTimeline
Security National Bank100$7.97K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…96$7.65K<0.01%new13F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC68$5.42K<0.01%013F-HRTimeline
Briaud Financial Planning Inc60$4K<0.01%013F-HRTimeline
Asset Dedication, LLC42$3.33K<0.01%013F-HRTimeline
BLAIR WILLIAM & CO/IL19$1.51K<0.01%013F-HRTimeline
Decker Retirement Planning Inc.17$1.35K<0.01%013F-HRTimeline
Global Trust Asset Management, LLC12$956<0.01%013F-HRTimeline
Copia Wealth Management10$797<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC6$487<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2$159<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.