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Disclosery

IMCB ISHARES TR

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MRGSTR MD CP ETF (fund)

192 managers (193 13F filers) reported a position in IMCB shares at 2026-03-31, 12,161,327 shares in all. 13 filers opened a position and 19 filers sold out during the quarter.

Managers
192
13F filers
193
New
13
Added
70
Reduced
52
Sold out
19
Shares held by filers
12,161,327

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
HighTower Advisors, LLC1,927,513$161M0.17%+81,18613F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,508,981$126M0.01%+7,43213F-HRTimelineGroup
RMG Wealth Management LLC1,284,701$117M13.54%new13F-HRTimeline
UBS Group AGgroup of 2 filers holding1,365,029$114M+32,749Timeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC569,148$47.5M0.01%+70,94013F-HRTimelineGroup
LPL Financial LLC445,448$37.2M0.01%-10,81313F-HRTimeline
MEANS INVESTMENT CO., INC.432,405$36.1M3.15%+4,39213F-HRTimeline
Cetera Investment Advisers240,763$20.1M0.02%+3,28013F-HRTimeline
Aptus Capital Advisors, LLC222,148$18.5M0.16%+105,19113F-HRTimeline
Sunburst Financial Group, LLC220,648$18.4M3.54%+105,48513F-HR/ATimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN211,454$17.6M<0.01%+6,62713F-HR/ATimelineGroup
Steele Capital Management, Inc.191,542$16M0.66%+2,35213F-HRTimeline
Matrix Trust Co189,793$15.8M2.63%+60313F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.187,984$15.7M0.18%+50,32113F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV186,408$15.6M0.95%+6,96613F-HRTimeline
Fortitude Financial, LLC182,541$15.2M8.06%+7,87513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC175,656$14.7M0.02%-3,80513F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC149,314$12.5M<0.01%-11,82113F-HR/ATimelineGroup
Northwest Wealth Advisors, LLC143,117$11.9M8.53%+25,12913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.119,402$9.96M0.01%+6,64113F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC117,073$9.77M0.04%+15,18213F-HRTimelineGroup
Farther Finance Advisors, LLC114,271$9.6M0.09%+8,89313F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/113,351$9.46M<0.01%+3,81813F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA104,467$8.72M<0.01%-2,50613F-HRTimelineGroup
MML INVESTORS SERVICES, LLC98,151$8.19M0.02%-25,02413F-HRTimeline
Cambridge Investment Research Advisors,…95,505$7.97M0.02%+12,11313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC81,101$6.77M<0.01%+14,68213F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP72,642$6.06M0.01%-1,31513F-HRTimelineGroup
PACIFIC FINANCIAL GROUP INC66,732$5.57M3%-1,48813F-HRTimeline
YARGER WEALTH STRATEGIES, LLC65,051$5.43M2.2%-1,22713F-HRTimeline
Gladstone Institutional Advisory LLC63,430$5.29M0.2%-70013F-HRTimeline
Carnegie Investment Counsel60,331$5.03M0.1%-13713F-HRTimeline
Bedel Financial Consulting, Inc.59,645$4.98M0.57%+5,91013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV51,885$4.33M0.01%-2,26813F-HRTimeline
Summit Financial, LLC49,360$4.12M0.05%+4,48213F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…44,273$3.69M<0.01%+3,01913F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.41,024$3.39M0.02%+6,22213F-HRTimelineGroup
Goldstein Advisors, LLC37,786$3.15M0.35%-55513F-HRTimeline
Sowell Financial Services LLC35,985$3M0.11%-1,90613F-HRTimeline
Brand Asset Management Group, Inc.35,698$2.98M0.77%-38213F-HRTimeline
United Advisor Group, LLC30,739$2.56M0.32%-48413F-HRTimeline
Merit Financial Group, LLC27,772$2.32M0.02%+11313F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO28,038$2.28M<0.01%+72713F-HR/ATimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP27,167$2.27M<0.01%-2,53313F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC24,979$2.08M<0.01%+4,00013F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…22,563$1.9M<0.01%-7,89413F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP19,444$1.6M<0.01%+6,40313F-HRTimelineGroup
Pitti Group Wealth Management, LLC17,674$1.47M1.2%+1,40813F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI17,198$1.43M0.07%013F-HRTimeline
JIM SAULNIER & ASSOCIATES, LLC16,702$1.39M0.68%-9513F-HRTimeline
VestGen Advisors, LLC14,534$1.32M0.04%-1,23313F-HRTimeline
FMR LLCin group FMR LLC15,814$1.32M<0.01%+18213F-HRTimelineGroup
Rede Wealth, LLC15,702$1.31M0.47%+4,34513F-HRTimeline
CWM, LLCin group CWM, LLC14,751$1.23M<0.01%+37413F-HRTimelineGroup
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…13,466$1.12M0.03%+4,05913F-HRTimelineGroup
Bleakley Financial Group, LLC13,408$1.12M0.02%-87513F-HRTimeline
Apella Capital, LLC11,532$1.03M0.02%013F-HRTimeline
Advisory Services Network, LLC11,605$968K0.01%-30313F-HRTimeline
S.A. Mason LLC11,498$959K0.36%-17013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…9,934$829K<0.01%-18,97213F-HRTimelineGroup
Janney Montgomery Scott LLC9,730$812K<0.01%-49913F-HRTimeline
Summit Asset Management, LLC9,554$797K0.11%013F-HRTimeline
Capital Planning Advisors, LLC9,414$785K0.11%+87713F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT9,224$770K0.01%new13F-HRTimeline
Opulen Financial Group LLC9,213$769K0.54%-7313F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding8,513$756K-27Timeline
Geneos Wealth Management Inc.8,944$746K0.02%+92513F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC8,795$734K0.27%-2,61413F-HR/ATimelineGroup
Composition Wealth, LLC8,783$733K0.01%-95013F-HRTimeline
Proactive Wealth Strategies LLC8,604$718K0.13%+4,31413F-HRTimeline
Financial Perspectives, Inc8,591$717K0.2%+55513F-HRTimeline
TRUEFG, LLC8,571$715K0.19%-4813F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.7,953$664K0.06%013F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC7,728$645K0.01%013F-HRTimelineGroup
Triad Wealth Partners, LLC7,632$637K0.05%-37213F-HRTimeline
Three Seasons Wealth, LLC7,170$598K0.23%+30913F-HRTimeline
HRT FINANCIAL LP6,853$571K<0.01%new13F-HRTimeline
LAWOOD & CO6,736$562K0.52%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…6,606$551K<0.01%new13F-HRTimelineGroup
Haverford Trust Co6,601$551K0.01%013F-HRTimeline
GWN SECURITIES INC.6,580$549K0.11%+21513F-HRTimeline
Mutual Advisors, LLC6,496$542K0.01%013F-HRTimeline
Integrated Wealth Concepts LLC6,471$540K<0.01%+913F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP6,376$532K<0.01%-16713F-HRTimelineGroup
IHT Wealth Management, LLC5,648$471K0.01%-1713F-HRTimeline
Independent Advisor Alliance5,628$470K0.01%new13F-HRTimeline
Hoxton Planning & Management, LLC5,586$466K0.14%+38913F-HRTimeline
Mariner, LLCin group Mariner, LLC5,543$462K<0.01%-1,77313F-HRTimelineGroup
Financial Futures Ltd Liability Co.5,481$457K0.2%-8013F-HRTimeline
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SE…in group TIAA5,476$457K<0.01%13F-HRTimelineGroup
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.5,394$450K<0.01%13F-HRTimelineGroup
Kaydan Wealth Management, Inc.5,392$450K0.15%013F-HRTimeline
PFG Investments, LLC5,356$447K0.02%-79813F-HRTimeline
IFP Advisors, Inc5,089$425K0.01%+45913F-HRTimeline
NewEdge Advisors, LLC5,087$424K<0.01%+3,09913F-HR/ATimeline
Vise Technologies, Inc.4,978$412K0.01%013F-HRTimeline
American Trust4,929$411K0.04%-5,51413F-HRTimeline
49 WEALTH MANAGEMENT, LLC4,842$404K0.03%+1413F-HRTimeline
Marshall Financial Group, LLC4,812$401K0.06%+5313F-HRTimeline
Wealthspire Retirement, LLC4,803$401K0.02%013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…4,842$394K<0.01%+1413F-HRTimelineGroup
ASHTON THOMAS SECURITIES, LLC4,520$377K0.05%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.4,349$363K0.01%-20213F-HRTimeline
Steward Partners Investment Advisory, L…4,300$359K<0.01%+2,38213F-HRTimeline
Procyon Advisors, LLC4,293$358K0.02%-29413F-HRTimeline
Creative Planningin group Creative Planning4,175$348K<0.01%+4413F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC4,131$345K<0.01%+3013F-HRTimelineGroup
Evolution Wealth Advisors, LLC4,000$334K0.03%013F-HRTimeline
STEINBERGANNA WEALTH MANAGEMENT3,958$330K0.16%-1,37913F-HRTimeline
Glenview Trust Co3,887$324K0.01%013F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO3,825$319K0.03%013F-HRTimeline
Wealth Management Associates, Inc.3,822$319K0.11%013F-HRTimeline
Mullaney, Keating & Wright, Inc.3,810$318K0.17%+78113F-HRTimeline
XML Financial, LLC3,740$312K0.03%013F-HRTimeline
Robertson Stephens Wealth Management, L…3,560$297K0.01%013F-HRTimeline
Schneider Downs Wealth Management Advis…3,553$296K0.03%013F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth3,468$289K<0.01%-1,07613F-HRTimelineGroup
Clearwater Capital Advisors, LLC3,446$288K0.02%013F-HRTimeline
Allegheny Financial Group3,403$284K0.04%+13013F-HRTimeline
PPS&V ASSET MANAGEMENT CONSULTANTS, INC.3,400$284K0.17%-45113F-HRTimeline
BARRETT & COMPANY, INC.3,250$271K0.09%+913F-HRTimeline
M&T Bank Corpin group M&T Bank Corp3,241$270K<0.01%013F-HR/ATimelineGroup
Private Advisor Group, LLC3,192$266K<0.01%+29313F-HRTimeline
CAPTRUST FINANCIAL ADVISORS3,151$263K<0.01%+3613F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC3,100$259K<0.01%-16,73413F-HRTimelineGroup
SILVERCREST ASSET MANAGEMENT GROUP LLC3,089$258K<0.01%013F-HRTimeline
Evernest Financial Advisors, LLC2,646$237K0.05%013F-HRTimeline
LAUREL OAK WEALTH MANAGEMENT, LLC2,678$223K0.04%013F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC2,672$223K0.11%+5113F-HRTimeline
Mosley Wealth Management2,621$218K0.1%013F-HRTimeline
Ellevest, Inc.2,608$218K0.03%-5313F-HRTimeline
Venture Visionary Partners LLC2,599$217K0.01%new13F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC2,508$209K<0.01%-1,82413F-HRTimelineGroup
Valmark Advisers, Inc.2,501$209K<0.01%013F-HRTimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…2,389$199K0.03%-22,12513F-HRTimeline
SIGNATUREFD, LLC1,740$145K<0.01%+513F-HRTimeline
Keating Financial Advisory Services, In…1,738$145K0.02%+1,25813F-HRTimeline
HOWE & RUSLING INC1,736$145K0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC1,675$140K0.01%013F-HRTimeline
PRIVATE TRUST CO NA1,662$139K0.01%+20913F-HRTimeline
CoreCap Advisors, LLC1,629$136K<0.01%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,604$134K<0.01%+313F-HRTimelineGroup
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…1,503$125K<0.01%-1,50913F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC1,451$121K0.01%013F-HRTimeline
EPG Wealth Management LLC1,430$119K0.03%013F-HRTimeline
Private Wealth Asset Management, LLC1,245$104K0.01%013F-HRTimeline
Addison Advisors LLC1,190$99.3K0.02%-1,46013F-HRTimeline
AE Wealth Management LLC1,166$97.2K<0.01%013F-HRTimeline
Greykasell Wealth Strategies, Inc.1,144$95.5K0.04%+313F-HRTimeline
HighMark Wealth Management LLC1,111$92.7K0.04%013F-HRTimeline
AdvisorNet Financial, Inc985$82.2K<0.01%+213F-HRTimeline
Silicon Valley Capital Partners968$80.7K0.01%+313F-HRTimeline
Archer Investment Corp885$73.8K0.02%-9213F-HRTimeline
Global Wealth Strategies & Associates800$66.7K0.02%-30013F-HRTimeline
Glass Jacobson Investment Advisors llc797$66.5K0.02%-12713F-HRTimeline
Wealth Preservation Advisors, LLC712$59.4K0.05%+213F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…676$56.4K<0.01%+113F-HRTimelineGroup
Avion Wealth643$53K0.01%013F-HRTimeline
one8zero8, LLC600$50.1K0.01%013F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC562$46.9K<0.01%13F-HRTimelineGroup
Synergy Investment Management, LLC556$46.4K0.02%new13F-HRTimeline
Ashton Thomas Private Wealth, LLC520$43.4K<0.01%new13F-HRTimeline
UMB Bank, n.a.515$43K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Capital Investment Advisory Services, L…498$41.5K<0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC485$41K<0.01%+113F-HRTimelineGroup
Basepoint Wealth LLC489$40.8K0.02%+213F-HRTimeline
Morton Brown Family Wealth, LLC488$40.7K0.01%+213F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC467$39K<0.01%+1513F-HRTimelineGroup
Allworth Financial LP439$36.7K<0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/426$35.5K<0.01%013F-HRTimelineGroup
TSFG, LLC420$35K0.01%013F-HRTimeline
MATHER GROUP, LLC.413$34.5K<0.01%new13F-HRTimeline
BLAIR WILLIAM & CO/IL390$32.5K<0.01%-1013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…387$32.2K<0.01%-413F-HRTimelineGroup
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …328$27.4K<0.01%013F-HRTimelineGroup
MAI Capital Management320$26.7K<0.01%-1013F-HRTimeline
Olistico Wealth, LLC300$25K0.01%013F-HRTimeline
Sound Income Strategies, LLC280$23.5K<0.01%013F-HRTimeline
Salomon & Ludwin, LLC239$20.2K<0.01%013F-HRTimeline
SYM FINANCIAL Corp228$19K<0.01%013F-HRTimeline
Integrity Financial Corp /WA220$18.4K0.01%013F-HRTimeline
STEPH & CO209$17.4K<0.01%new13F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH184$15.4K<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC184$15.4K<0.01%013F-HRTimeline
Westside Investment Management, Inc.179$15K<0.01%+113F-HRTimeline
LANARK FINANCIAL, INC.122$10.2K<0.01%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC68$5.76K<0.01%013F-HRTimeline
Bullock Wealth Management Group65$5.46K<0.01%new13F-HRTimeline
Asset Dedication, LLC42$3.52K<0.01%013F-HRTimeline
Decker Retirement Planning Inc.17$1.42K<0.01%013F-HRTimeline
Copia Wealth Management10$834<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2$167<0.01%013F-HRTimeline