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Disclosery

IMCB ISHARES TR

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MRGSTR MD CP ETF (fund)

190 managers (191 13F filers) reported a position in IMCB shares at 2025-09-30, 8,903,921 shares in all. 26 filers opened a position and 13 filers sold out during the quarter.

Managers
190
13F filers
191
New
26
Added
69
Reduced
43
Sold out
13
Shares held by filers
8,903,921

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 AG1,321,405$110M0.02%+12,13413F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,273,333$106M0.01%+18,61813F-HR/ATimelineGroup
RMG Wealth Management LLC1,129,819$93.7M13.19%+46,11013F-HRTimeline
LPL Financial LLC471,819$39.2M0.01%-27,02413F-HRTimeline
MEANS INVESTMENT CO., INC.411,047$34.1M2.95%+91,99413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC316,547$26.3M0.01%-1,42713F-HRTimelineGroup
Cetera Investment Advisers280,361$23.3M0.03%+98,43313F-HRTimeline
Steele Capital Management, Inc.187,000$15.5M0.69%+9,78313F-HRTimeline
Matrix Trust Co186,998$15.5M2.43%+9,78213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC185,989$15.4M0.02%-196,37313F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC172,546$14.3M<0.01%+58,63713F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV168,275$14M0.94%+15,11213F-HRTimeline
MML INVESTORS SERVICES, LLC124,275$10.3M0.03%+2,67613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.118,572$9.82M0.01%-10,24913F-HRTimelineGroup
Aptus Capital Advisors, LLC113,234$9.4M0.09%+4,74313F-HRTimeline
Sunburst Financial Group, LLC111,440$9.26M1.95%+4,21013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/96,457$8.01M<0.01%+3,96113F-HR/ATimelineGroup
Farther Finance Advisors, LLC88,721$7.37M0.11%+46,03013F-HRTimeline
Cambridge Investment Research Advisors,…87,863$7.3M0.02%+4,32513F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN82,475$6.85M<0.01%+88213F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.81,250$6.75M0.08%new13F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC77,757$6.46M<0.01%+10,55313F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP73,618$6.11M0.01%-89913F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA70,692$5.87M<0.01%+16,76313F-HRTimelineGroup
YARGER WEALTH STRATEGIES, LLC69,153$5.74M2.63%+18913F-HRTimeline
VestGen Advisors, LLC68,847$5.72M0.19%new13F-HRTimeline
Gladstone Institutional Advisory LLC66,622$5.53M0.21%-50213F-HRTimeline
PACIFIC FINANCIAL GROUP INC60,115$4.99M3.7%-4,64913F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV58,483$4.86M0.01%-23,08913F-HRTimeline
Carnegie Investment Counsel55,676$4.62M0.09%+48,74113F-HRTimeline
Bedel Financial Consulting, Inc.50,302$4.18M0.53%+2,79013F-HRTimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…47,797$3.97M0.64%-75613F-HRTimeline
HighTower Advisors, LLC46,940$3.9M<0.01%+3,34813F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC45,913$3.81M0.02%-1,68913F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC43,380$3.6M<0.01%013F-HRTimelineGroup
Summit Financial, LLC40,919$3.4M0.05%new13F-HRTimeline
Goldstein Advisors, LLC39,497$3.28M0.4%+19413F-HRTimeline
Sowell Financial Services LLC37,937$3.15M0.12%-60213F-HRTimeline
Brand Asset Management Group, Inc.36,758$3.05M0.86%+35813F-HRTimeline
GTS SECURITIES LLC36,656$3.04M0.12%new13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.36,000$2.99M0.02%+1,27513F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…34,657$2.88M<0.01%+34913F-HRTimelineGroup
United Advisor Group, LLC30,556$2.54M0.34%+7,71913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…30,437$2.53M<0.01%-19713F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP29,336$2.44M<0.01%+6,12713F-HRTimelineGroup
Merit Financial Group, LLC27,348$2.27M0.02%+9413F-HR/ATimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO24,977$2.07M<0.01%-91513F-HR/ATimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…23,814$1.98M<0.01%new13F-HRTimelineGroup
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC23,664$1.97M0.6%-8613F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC20,931$1.74M<0.01%+4213F-HRTimelineGroup
PARSONS CAPITAL MANAGEMENT INC/RI17,498$1.45M0.08%013F-HRTimeline
JIM SAULNIER & ASSOCIATES, LLC16,589$1.38M0.77%-1,26713F-HRTimeline
Pitti Group Wealth Management, LLC16,028$1.33M1.13%-47913F-HRTimeline
FMR LLCin group FMR LLC14,675$1.22M<0.01%+313F-HRTimelineGroup
CWM, LLCin group CWM, LLC13,933$1.16M<0.01%013F-HRTimelineGroup
J.W. COLE ADVISORS, INC.13,145$1.09M0.02%+613F-HRTimeline
American Trust12,130$1.01M0.09%new13F-HRTimeline
S.A. Mason LLC12,043$1M0.44%+11313F-HRTimeline
Advisory Services Network, LLC11,882$987K0.01%-20313F-HRTimeline
Global Retirement Partners, LLC11,786$979K0.02%-15213F-HRTimeline
Janney Montgomery Scott LLC11,489$954K<0.01%-17013F-HRTimeline
Apella Capital, LLC11,532$942K0.02%013F-HRTimeline
Liberty Capital Management, Inc.10,200$847K0.16%013F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding9,987$829K+237Timeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC9,908$823K0.01%-93013F-HRTimelineGroup
Edge Financial Advisors LLC9,871$820K0.37%+6,75713F-HRTimeline
Summit Asset Management, LLC9,855$818K0.13%013F-HRTimeline
Composition Wealth, LLC9,762$811K0.01%+1,24013F-HRTimeline
TRUEFG, LLC8,809$732K0.2%-52313F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …8,560$705K0.02%-16913F-HRTimelineGroup
Capital Planning Advisors, LLC8,015$666K0.09%+5213F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC7,829$650K<0.01%-4,59613F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP7,703$640K<0.01%-99313F-HRTimelineGroup
Hilltop Holdings Inc.in group Hilltop Holdings Inc.7,671$637K0.03%013F-HRTimelineGroup
Triad Wealth Partners, LLC7,632$634K0.08%013F-HRTimeline
Opulen Financial Group LLC7,152$594K0.45%-99713F-HRTimeline
Mariner, LLCin group Mariner, LLC7,121$591K<0.01%013F-HRTimelineGroup
Integrated Wealth Concepts LLC6,864$570K0.01%+413F-HRTimeline
Three Seasons Wealth, LLC6,749$561K0.06%+2,06313F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP6,736$556K<0.01%+2,33413F-HRTimelineGroup
Compound Planning, Inc.6,637$551K0.02%new13F-HRTimeline
Haverford Trust Co6,557$545K<0.01%+4013F-HRTimeline
Mutual Advisors, LLC6,496$540K0.01%+1,97613F-HRTimeline
Financial Perspectives, Inc6,383$530K0.15%+24513F-HRTimeline
PFG Investments, LLC6,154$511K0.03%-20013F-HRTimeline
COMERICA BANK6,018$500K<0.01%-5913F-HRTimeline
Financial Futures Ltd Liability Co.5,586$464K0.23%013F-HRTimeline
IHT Wealth Management, LLC5,507$457K0.01%+79613F-HRTimeline
Marshall Financial Group, LLC5,438$452K0.09%-16213F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.5,394$448K<0.01%-1,87013F-HRTimelineGroup
Kaydan Wealth Management, Inc.5,392$448K0.13%013F-HRTimeline
Geneos Wealth Management Inc.5,360$445K0.01%+88013F-HRTimeline
STEINBERGANNA WEALTH MANAGEMENT5,333$443K0.21%13F-HRTimeline
Hoxton Planning & Management, LLC5,020$417K0.13%-82113F-HRTimeline
Vise Technologies, Inc.4,978$413K0.02%013F-HRTimeline
49 WEALTH MANAGEMENT, LLC4,808$399K0.04%+1813F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…4,808$399K<0.01%new13F-HRTimelineGroup
Wealthspire Retirement, LLC4,803$399K0.03%013F-HR/ATimeline
CITIGROUP INCin group CITIGROUP INC4,688$389K<0.01%+58513F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC4,607$383K<0.01%-67713F-HR/ATimelineGroup
Procyon Advisors, LLC4,594$382K0.02%013F-HRTimeline
HARBOUR INVESTMENTS, INC.4,474$372K0.01%+2,54413F-HRTimeline
ADELL HARRIMAN & CARPENTER INC4,300$357K0.02%013F-HRTimeline
Proactive Wealth Strategies LLC4,272$355K0.15%+1613F-HRTimeline
M&T Bank Corpin group M&T Bank Corp4,238$352K<0.01%-1,92413F-HRTimelineGroup
Schneider Downs Wealth Management Advis…4,053$337K0.04%013F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth4,048$336K<0.01%new13F-HRTimelineGroup
Evolution Wealth Advisors, LLC4,000$332K0.04%013F-HRTimeline
Creative Planningin group Creative Planning3,974$330K<0.01%-61813F-HRTimelineGroup
Philip James Wealth Mangement, LLC3,967$329K0.04%-1,72713F-HRTimeline
Glenview Trust Co3,887$323K0.01%013F-HRTimeline
PPS&V ASSET MANAGEMENT CONSULTANTS, INC.3,851$320K0.18%013F-HRTimeline
Wealth Management Associates, Inc.3,822$317K0.11%013F-HRTimeline
XML Financial, LLC3,740$311K0.03%013F-HRTimeline
ASHTON THOMAS SECURITIES, LLC3,620$301K0.04%new13F-HRTimeline
Robertson Stephens Wealth Management, L…3,560$296K0.01%013F-HRTimeline
Clearwater Capital Advisors, LLC3,446$286K0.02%013F-HRTimeline
BARRETT & COMPANY, INC.3,227$268K0.09%+1113F-HRTimeline
Detalus Advisors, LLC3,211$267K0.07%+2713F-HRTimeline
CAPTRUST FINANCIAL ADVISORS3,190$265K<0.01%new13F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC3,089$256K<0.01%013F-HRTimeline
RFG Advisory, LLC3,061$254K0.01%+1013F-HRTimeline
Mullaney, Keating & Wright, Inc.3,017$251K0.14%new13F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…3,012$250K0.01%013F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC2,988$248K<0.01%new13F-HRTimelineGroup
Private Advisor Group, LLC2,895$240K<0.01%+213F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…2,772$230K0.01%new13F-HRTimelineGroup
Arete Wealth Advisors, LLC2,699$224K0.01%-813F-HRTimeline
Addison Advisors LLC2,650$220K0.05%013F-HRTimeline
Ellevest, Inc.2,647$220K0.03%+813F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC2,619$217K0.12%+213F-HRTimeline
Fingerlakes Wealth Management, Inc.2,573$214K0.14%-4513F-HRTimeline
Valmark Advisers, Inc.2,501$208K<0.01%new13F-HRTimeline
Vestmark Advisory Solutions, Inc.2,497$207K<0.01%new13F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC2,497$207K0.01%new13F-HRTimeline
IFG Advisory, LLC2,455$204K0.01%new13F-HRTimeline
OneDigital Investment Advisors LLC2,454$204K<0.01%new13F-HRTimeline
Evernest Financial Advisors, LLC2,411$200K0.06%new13F-HRTimeline
NewEdge Advisors, LLC2,007$167K<0.01%+613F-HRTimeline
Steward Partners Investment Advisory, L…1,889$157K<0.01%-27413F-HRTimeline
HOWE & RUSLING INC1,736$144K0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC1,675$139K0.01%013F-HRTimeline
CoreCap Advisors, LLC1,629$135K<0.01%+26913F-HRTimeline
SIGNATUREFD, LLC1,622$135K<0.01%+2613F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,596$133K<0.01%new13F-HRTimelineGroup
PRIVATE TRUST CO NA1,453$121K0.01%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,451$121K0.01%013F-HRTimeline
EPG Wealth Management LLC1,430$119K0.03%+713F-HRTimeline
Private Wealth Asset Management, LLC1,245$103K0.01%013F-HRTimeline
AE Wealth Management LLC1,176$97.7K<0.01%-17213F-HRTimeline
Greykasell Wealth Strategies, Inc.1,136$94.4K0.04%new13F-HRTimeline
Archer Investment Corp1,129$93.8K0.02%+3013F-HRTimeline
HighMark Wealth Management LLC1,111$92.3K0.04%-18613F-HRTimeline
Global Wealth Strategies & Associates1,100$91.4K0.02%013F-HRTimeline
AdvisorNet Financial, Inc980$81.4K<0.01%+313F-HRTimeline
Silicon Valley Capital Partners961$79.8K0.01%+313F-HRTimeline
Financial Freedom, LLC936$77.7K0.04%013F-HRTimeline
Glass Jacobson Investment Advisors llc925$76.8K0.03%-3213F-HRTimeline
Wealth Preservation Advisors, LLC707$58.7K0.03%+213F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…673$55.9K<0.01%-1913F-HRTimelineGroup
Avion Wealth643$53K0.01%013F-HRTimeline
one8zero8, LLC600$49.8K0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC566$47K<0.01%-1,81713F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC494$41K<0.01%+28513F-HRTimelineGroup
Morton Brown Family Wealth, LLC484$40.2K0.01%+213F-HRTimeline
Allworth Financial LP439$36.5K<0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/426$35.4K<0.01%new13F-HRTimelineGroup
TSFG, LLC420$35K0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…390$32.4K<0.01%+813F-HRTimelineGroup
Capital Investment Advisory Services, L…332$27.6K<0.01%+23613F-HRTimeline
MAI Capital Management330$27.4K<0.01%-1013F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …328$27.2K0.01%13F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC316$26.2K<0.01%013F-HRTimelineGroup
Sound Income Strategies, LLC280$23.2K<0.01%013F-HRTimeline
Salomon & Ludwin, LLC241$20.1K<0.01%013F-HRTimeline
IFP Advisors, Inc240$19.9K<0.01%013F-HR/ATimeline
SYM FINANCIAL Corp228$18.9K<0.01%013F-HRTimeline
Integrity Financial Corp /WA220$18.3K0.01%013F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH184$15.3K<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC184$15.3K<0.01%013F-HRTimeline
Westside Investment Management, Inc.178$14.8K<0.01%+113F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC68$5.68K<0.01%013F-HRTimeline
Asset Dedication, LLC42$3.48K<0.01%013F-HRTimeline
BLAIR WILLIAM & CO/IL19$1.58K<0.01%013F-HRTimeline
Decker Retirement Planning Inc.17$1.41K<0.01%013F-HRTimeline
Larson Financial Group LLC15$1.25K<0.01%new13F-HRTimeline
Global Trust Asset Management, LLC12$997<0.01%013F-HRTimeline
Copia Wealth Management10$831<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC6$509<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2$166<0.01%013F-HRTimeline