Skip to content
Disclosery

IMCG ISHARES TR

Follow

ETF (fund)

419 managers (423 13F filers) reported a position in IMCG shares at 2026-06-30, 28,159,026 shares in all. 48 filers opened a position and 21 filers sold out during the quarter.

Managers
419
13F filers
423
New
48
Added
143
Reduced
136
Sold out
21
Shares held by filers
28,159,026

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
VANTAGEPOINT INVESTMENT ADVISERS LLC3,006,105$296M2.21%013F-HRTimeline
LPL Financial LLC2,871,946$282M0.06%+268,59213F-HRTimeline
RMG Wealth Management LLC1,332,132$134M13.81%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,316,703$129M0.01%+37,24213F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,137,839$112M0.03%+114,77013F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,021,825$100M0.02%+90,82513F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…993,164$97.6M0.05%+165,79213F-HRTimelineGroup
Cetera Investment Advisers970,838$95.4M0.09%+27,27513F-HRTimeline
Allegheny Financial Group622,184$61.2M6.49%+401,77013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/577,867$56.8M<0.01%+10,27813F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.542,966$53.4M0.06%+58,74413F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC529,891$52.1M0.07%-44,06313F-HRTimeline
UBS Group AGgroup of 2 filers holding441,420$43.4M-8,264Timeline
Mariner, LLCin group Mariner, LLC436,059$42.9M0.05%-41,11813F-HRTimelineGroup
VICTORY FINANCIAL GROUP, LLC430,919$42.4M4.45%-1,05813F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN422,531$41.5M0.01%+8,80313F-HRTimelineGroup
Cornerstone Planning Group LLC390,783$37.3M4.7%+8,29113F-HRTimeline
Avior Wealth Management, LLC310,631$30.5M0.8%-135,47513F-HRTimeline
Arax Advisory Partners305,921$30.1M0.2%+16,62713F-HRTimeline
Orgel Wealth Management, LLC284,164$27.9M0.53%-7,45313F-HRTimeline
Cosner Financial Group, LLC277,581$27.3M14.02%+4,11613F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV263,644$25.9M2.95%+15,16913F-HRTimeline
CAPITAL WEALTH MANAGEMENT, LLC243,505$23.9M5.76%+16,62213F-HRTimeline
BEAM WEALTH ADVISORS, INC.239,990$23.6M5.2%-20,38913F-HR/ATimeline
Rodgers & Associates, LTD236,684$23.3M2.11%-7,62413F-HRTimeline
IAG Wealth Partners, LLC225,135$22.1M2.19%-4,82013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA212,859$20.9M<0.01%-56,56013F-HRTimelineGroup
Matrix Trust Co205,307$20.2M2.93%+1,42713F-HRTimeline
Steele Capital Management, Inc.205,307$20.2M0.74%+1,42713F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC196,090$19.3M0.36%+56,42913F-HRTimeline
Rockport Wealth LLC194,329$19.1M3.21%-16,07813F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…192,454$18.9M0.03%+188,22213F-HRTimelineGroup
Bedel Financial Consulting, Inc.167,366$16.5M1.58%+2,22613F-HRTimeline
Eagle Strategies LLC159,643$15.7M1.56%-1,62813F-HRTimeline
PTM WEALTH MANAGEMENT, LLC163,480$15.5M7%+6,43113F-HRTimeline
GRANVILLE CAPITAL, INC.150,569$14.8M6.61%+4,87813F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV145,713$14.3M0.68%+6,98813F-HRTimeline
Vestmark Advisory Solutions, Inc.144,173$14.2M0.13%+6,92913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC144,107$14.2M<0.01%-17,87213F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV142,953$14.1M0.67%-9,79313F-HRTimeline
Integrated Investment Consultants, LLC136,468$12.9M2.55%+3,39613F-HRTimeline
Sigma Planning Corp130,983$12.9M0.32%+1,09613F-HRTimeline
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…122,950$12.1M<0.01%new13F-HRTimelineGroup
Cambridge Investment Research Advisors,…114,747$11.3M0.03%-19,49013F-HR/ATimeline
Diversify Advisory Services, LLCgroup of 2 filers holding116,996$11.2M+58,677Timeline
Scott Capital Advisors, LLC113,384$11.1M1.75%-1,58313F-HRTimeline
Wood Tarver Financial Group, LLC113,377$11.1M2.63%+6,13413F-HRTimeline
Tandem Financial, LLC112,506$11.1M3.56%+5,02713F-HRTimeline
Certified Advisory Corp111,060$10.9M0.88%+13,19413F-HRTimeline
OxenFree Capital LLC111,446$10.8M4.95%+98313F-HRTimeline
NewEdge Advisors, LLC109,197$10.7M0.03%+16,58213F-HRTimeline
PFS Partners, LLC103,991$10.2M4.14%+2,05913F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.98,557$9.69M0.06%-108,28713F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP98,428$9.68M0.01%-9,17513F-HRTimelineGroup
Steward Partners Investment Advisory, L…90,518$8.9M0.05%-8,96113F-HRTimeline
SILVER OAK WEALTH ADVISORS SERVICES, LLC84,468$8.3M4.97%-3,96913F-HRTimeline
Private Advisor Group, LLC83,528$8.21M0.04%+11,43213F-HRTimeline
Verde Capital Management81,701$8.03M1.48%+4,18313F-HRTimeline
Ipsen Advisor Group LLC80,652$7.93M5.1%+15113F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …79,975$7.86M0.08%-24413F-HRTimelineGroup
DDFG, Inc79,702$7.83M1.56%+2,12113F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding78,588$7.73M-4,299Timeline
MARINO, STRAM & ASSOCIATES LLC73,252$7.2M1.15%+2,76013F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.72,745$7.15M2.05%+13,15113F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO71,217$6.93M<0.01%-20,65213F-HRTimelineGroup
CASTLE WEALTH MANAGEMENT LLC66,107$6.5M1.93%+44613F-HRTimeline
MML INVESTORS SERVICES, LLC65,227$6.41M0.01%+11,82213F-HRTimeline
Premier Private Wealth Management LLC65,033$6.39M5.59%+7,74413F-HRTimeline
Cerro Pacific Wealth Advisors LLC63,687$6.26M1.42%+5,37613F-HRTimeline
Chaney Capital Management, Inc.62,511$6.14M1.93%+3,20513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…61,627$5.99M0.01%+5,70013F-HRTimeline
Kellett Wealth Advisors, LLC59,428$5.84M2.72%+2,80913F-HRTimeline
American Trust56,431$5.55M0.43%-5,60313F-HRTimeline
Summit Asset Management, LLC56,256$5.53M0.71%-1,12113F-HRTimeline
Employees' Retirement Fund of the City …55,500$5.46M1.95%013F-HRTimeline
Merit Financial Group, LLC54,347$5.34M0.03%-22113F-HR/ATimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP55,403$5.34M<0.01%+17,44913F-HRTimelineGroup
Creative Planningin group Creative Planning53,560$5.26M<0.01%+3,83613F-HRTimelineGroup
Virtus Wealth Solutions LLC52,133$5.12M0.7%-65213F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC51,858$5.1M0.21%+24613F-HRTimeline
Faithward Advisors, LLC51,753$5.09M0.62%+29,44313F-HRTimeline
&PARTNERS51,762$5.09M0.02%-2,39513F-HRTimeline
STEINBERGANNA WEALTH MANAGEMENT50,878$5M2.03%-1,87713F-HRTimeline
NWAM LLC49,612$4.88M0.24%-2,34113F-HRTimeline
Janney Montgomery Scott LLC48,887$4.81M0.01%-1,13913F-HRTimeline
BLAIR WILLIAM & CO/IL48,132$4.73M0.01%+5,83813F-HRTimeline
Prospect Financial Services LLC46,859$4.61M2.33%+8,93713F-HRTimeline
Black Diamond Financial, LLC42,962$4.22M0.37%+36713F-HRTimeline
James J. Burns & Company, LLC42,266$4.15M0.45%-1,17013F-HRTimeline
VALLEY NATIONAL ADVISERS INC40,673$4M0.44%-11813F-HRTimeline
Horizon Family Wealth, Inc.40,541$3.99M1.82%-9313F-HRTimeline
Retirement Planning Group, LLC37,847$3.72M0.09%new13F-HRTimeline
Towne Trust Company, N.A37,100$3.65M1.11%+15913F-HRTimeline
Accel Wealth Management33,332$3.28M0.74%-53513F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO32,674$3.21M0.27%+62413F-HRTimeline
Ignite Planners, LLC32,575$3.2M0.44%+74213F-HRTimeline
Family Legacy, Inc.31,889$3.13M0.84%-28613F-HRTimeline
Integrated Wealth Concepts LLC31,764$3.12M0.02%-46013F-HRTimeline
HighTower Advisors, LLC31,469$3.09M<0.01%-1,67213F-HRTimeline
Caliber Wealth Management, LLC / KS30,934$3.04M0.29%-24813F-HRTimeline
Capital Square, LLC30,581$2.97M1.31%-61213F-HRTimeline
Kingsview Wealth Management, LLC30,105$2.96M0.04%-20113F-HRTimeline
Balanced Rock Investment Advisors LLC29,812$2.93M1.83%new13F-HRTimeline
LRI Investments, LLC29,730$2.92M0.24%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC28,915$2.84M0.03%-22113F-HRTimelineGroup
AIRE ADVISORS, LLC28,845$2.84M0.46%-2,33413F-HRTimeline
Horizon Investment Services, LLC27,878$2.74M0.76%+94813F-HRTimeline
Sovran Advisors, LLC27,552$2.63M0.2%+2,28013F-HRTimeline
RHODES INVESTMENT ADVISORS INC /ADV26,035$2.56M1.88%-14013F-HRTimeline
United Advisor Group, LLC25,901$2.55M0.27%+85113F-HRTimeline
GHP Investment Advisors, Inc.25,337$2.49M0.09%-1,44513F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV24,151$2.37M<0.01%-2,58213F-HR/ATimeline
Visionary Wealth Advisors23,915$2.35M0.09%-1,81913F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.22,565$2.22M<0.01%+3,62113F-HRTimelineGroup
Hilltop Holdings Inc.in group Hilltop Holdings Inc.22,528$2.21M0.18%+18813F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC22,344$2.2M<0.01%-3,75413F-HRTimelineGroup
SAGESPRING WEALTH PARTNERS, LLC22,178$2.18M0.03%+2013F-HRTimeline
First Bank & Trust22,163$2.18M0.32%+3,96413F-HRTimeline
Ausdal Financial Partners, Inc.21,892$2.15M0.08%+1,76113F-HRTimeline
Stanich Group LLC21,771$2.14M1.35%+4,12413F-HRTimeline
Farther Finance Advisors, LLC21,087$2.07M0.02%+3,32513F-HRTimeline
PCA Investment Advisory Services Inc.20,983$2.06M0.58%-11213F-HRTimeline
FMR LLCin group FMR LLC20,653$2.03M<0.01%+2,28513F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…20,590$2.02M<0.01%-13613F-HRTimelineGroup
Courage Miller Partners, LLC20,481$2.01M0.53%-1,62613F-HRTimeline
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…20,133$1.98M0.23%-1,47013F-HRTimeline
Nilsine Partners, LLC19,690$1.94M0.13%+24513F-HRTimeline
Bonfire Financial19,584$1.93M1.24%-5513F-HRTimeline
Betterment LLC19,178$1.89M<0.01%-1,11913F-HRTimeline
Focus Financial Network, Inc.18,832$1.85M0.06%-61413F-HRTimeline
LIBERTY SQUARE WEALTH PARTNERS LLC18,723$1.84M0.44%-1,96513F-HRTimeline
Global Retirement Partners, LLC18,560$1.82M0.03%13F-HRTimeline
Carnegie Investment Counsel18,416$1.81M0.04%+2,42513F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.18,402$1.81M0.02%+1,02813F-HRTimelineGroup
NOTTINGHAM ADVISORS, INC.18,682$1.77M0.21%013F-HRTimeline
Capital Asset Advisory Services LLC17,628$1.73M0.06%-30613F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC17,628$1.73M0.03%new13F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers17,554$1.73M<0.01%+3,85213F-HRTimelineGroup
MONEY CONCEPTS CAPITAL CORP17,420$1.71M0.08%-24613F-HRTimeline
Perissos Private Wealth Management, LLC17,081$1.68M1.13%-16813F-HRTimeline
Equity Wealth Partners, LLC16,963$1.67M0.6%-1413F-HRTimeline
McAdam, LLC16,701$1.64M0.06%-4,79913F-HRTimeline
DAVENPORT & Co LLC15,856$1.56M0.01%-1,53913F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED15,732$1.55M0.09%-613F-HRTimeline
HF Advisory Group, LLC15,258$1.5M0.46%+9213F-HRTimeline
Neumann Capital Management, LLC15,076$1.48M0.98%013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC14,568$1.43M0.03%-55413F-HRTimeline
IEQ CAPITAL, LLC14,370$1.41M0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC13,489$1.33M<0.01%-89813F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.13,404$1.32M0.02%-45213F-HRTimeline
OneDigital Investment Advisors LLC13,234$1.3M0.01%-41113F-HRTimeline
Pacific Sun Financial Corp13,223$1.3M0.54%+3013F-HRTimeline
KPP Advisory Services LLC12,803$1.26M0.16%-90513F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC12,443$1.22M0.01%+1713F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC12,429$1.22M0.03%+32213F-HRTimelineGroup
Vise Technologies, Inc.12,282$1.21M0.01%-46713F-HRTimeline
J.W. COLE ADVISORS, INC.12,110$1.19M0.02%new13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP12,003$1.18M<0.01%-42513F-HRTimelineGroup
LaFleur & Godfrey LLC11,989$1.18M0.14%+73213F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…11,873$1.17M<0.01%-33313F-HRTimelineGroup
MGO ONE SEVEN LLC11,870$1.17M0.02%-95,14813F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC11,862$1.17M0.22%+1,06513F-HRTimeline
AdvisorNet Financial, Inc11,851$1.16M0.05%-10013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC11,767$1.16M0.01%+62613F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …11,571$1.14M0.02%+48113F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS11,353$1.12M<0.01%-5513F-HRTimeline
Wilkerson Advisory Group LLC11,211$1.1M0.34%-38913F-HRTimeline
Cresset Asset Management, LLC11,114$1.09M<0.01%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC10,930$1.07M0.08%013F-HRTimeline
Madison Wealth Partners, Inc10,895$1.07M0.14%+20013F-HRTimeline
Signal Advisors Wealth, LLC10,878$1.07M0.06%+1,36013F-HRTimeline
Key Client Fiduciary Advisors, LLC10,660$1.05M0.31%+83513F-HRTimeline
MAI Capital Management10,570$1.04M<0.01%+1,73213F-HRTimeline
Cape Investment Advisory, Inc.10,351$1.02M0.27%013F-HRTimeline
Atria Investments, Inc10,294$1.01M0.01%new13F-HRTimeline
HRC WEALTH MANAGEMENT, LLC10,166$999K0.41%-1,25013F-HRTimeline
MONECO ADVISORS, LLC10,027$986K0.06%new13F-HRTimeline
WILLNER & HELLER, LLC9,805$964K0.6%+1113F-HRTimeline
Ponta Wealth Partners, LLC9,774$961K0.51%013F-HRTimeline
Carrera Capital Advisors9,544$938K0.14%+5,26813F-HRTimeline
PFG Advisors9,454$929K0.05%-13813F-HRTimeline
KEYVANTAGE WEALTH, LLC9,314$916K0.35%-8313F-HRTimeline
CPWA, LLC9,307$915K1.06%+113F-HRTimeline
Financial Freedom, LLC9,306$915K0.42%+613F-HRTimeline
Truepoint, Inc.9,151$900K0.02%-1,72713F-HRTimeline
AtlasMark Financial, Inc9,000$885K0.44%013F-HRTimeline
Regal Investment Advisors LLC8,935$878K0.05%-1213F-HRTimeline
Sentinel Advisory Group, LLC8,920$877K0.36%-8013F-HRTimeline
IHT Wealth Management, LLC8,899$875K0.02%+1013F-HRTimeline
Mutual Advisors, LLC8,753$860K0.02%+36113F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP8,617$847K<0.01%-80313F-HR/ATimelineGroup
IBEX WEALTH ADVISORS8,606$846K0.07%+22313F-HRTimeline
Compound Planning, Inc.8,482$834K0.02%-4013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…8,419$828K<0.01%+1,51213F-HRTimelineGroup
JIM SAULNIER & ASSOCIATES, LLC8,398$826K0.33%-9,41813F-HRTimeline
Ridgewood Investments LLC8,282$814K0.3%+3713F-HRTimeline
Nuveen, LLCin group TIAA8,215$807K<0.01%new13F-HRTimelineGroup
Gladstone Institutional Advisory LLC8,041$790K0.02%+5913F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC8,021$788K0.28%+1,40713F-HRTimeline
Michels Family Financial, LLC8,002$787K0.5%-4513F-HRTimeline