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Disclosery

IMCG ISHARES TR

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ETF (fund)

419 managers (423 13F filers) reported a position in IMCG shares at 2026-06-30, 28,158,228 shares in all. 48 filers opened a position and 22 filers sold out during the quarter.

Managers
419
13F filers
423
New
48
Added
143
Reduced
136
Sold out
22
Shares held by filers
28,158,228

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
Falcon Wealth Planning7,831$770K0.05%013F-HRTimeline
Advisory Services Network, LLC7,518$739K0.01%-14013F-HRTimeline
Onyx Bridge Wealth Group LLC7,209$709K0.06%-77013F-HRTimeline
Franklin Resourcesgroup of 2 filers holding7,130$701K-630Timeline
MidAtlantic Capital Management, Inc.7,113$699K0.43%013F-HRTimeline
Geneos Wealth Management Inc.7,076$696K0.01%+213F-HRTimeline
World Investment Advisors7,124$666K0.01%-2,02513F-HRTimeline
Nova Wealth Management, Inc.6,686$657K0.36%-3,54113F-HRTimeline
Quantinno Capital Management LP6,565$645K<0.01%new13F-HRTimeline
Whitaker-Myers Wealth Managers, LTD.6,518$641K0.11%-2213F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/6,475$636K<0.01%013F-HRTimelineGroup
Savant Capital, LLC6,413$630K<0.01%-1,32413F-HRTimeline
IFP Advisors, Inc6,283$618K0.01%-9013F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC6,279$617K0.19%+14913F-HRTimelineGroup
Buck Wealth Strategies, LLC6,181$608K0.06%-6713F-HRTimeline
Heartwood Wealth Advisors LLC6,035$593K0.05%+2,08913F-HRTimeline
Asset Allocation Strategies LLC6,019$592K0.09%+6413F-HRTimeline
Mayfair Advisory Group, LLC6,165$586K0.18%+113F-HRTimeline
IFG Advisory, LLC5,948$585K0.02%new13F-HRTimeline
Innova Wealth Partners5,932$583K0.24%+2,76213F-HRTimeline
WealthTrak Capital Management LLC5,831$573K0.38%-8413F-HRTimeline
Investment Partners Asset Management, I…5,762$566K0.32%new13F-HRTimeline
GWN SECURITIES INC.5,599$550K0.09%+35313F-HRTimeline
PINNACLE ASSOCIATES LTD5,597$550K0.01%013F-HRTimeline
D.A. DAVIDSON & CO.5,575$548K<0.01%+19713F-HRTimeline
Fermata Advisors, LLC5,524$543K0.11%+14613F-HRTimeline
Addison Advisors LLC5,505$541K0.26%-2,53013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC5,500$541K0.01%-11413F-HRTimeline
Kaizen Financial Strategies5,360$525K0.21%-9613F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC5,201$511K<0.01%+45413F-HRTimelineGroup
Revisor Wealth Management LLC5,170$508K0.12%+10313F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC5,120$503K0.03%-16913F-HRTimeline
Westside Investment Management, Inc.5,100$501K0.07%013F-HRTimeline
Prospera Financial Services Inc5,088$500K0.01%-1,06313F-HRTimeline
Kaydan Wealth Management, Inc.4,950$487K0.15%013F-HRTimeline
Triangle Securities Wealth Management4,824$474K0.09%+14513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Davis Investment Partners, LLC4,800$472K0.14%013F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …4,774$469K<0.01%-9613F-HRTimelineGroup
BLALOCK WILLIAMS, LLC4,700$462K0.3%013F-HRTimeline
TRUST POINT INC.4,651$457K0.04%013F-HRTimeline
American Money Management, LLC4,630$455K0.07%013F-HRTimeline
Asset Management Group, Inc.4,568$449K0.07%+513F-HRTimeline
Everstar Asset Management, LLC4,564$449K0.22%-1613F-HRTimeline
High Net Worth Advisory Group LLC4,500$442K0.09%013F-HRTimeline
Journey Advisory Group, LLC4,385$431K0.03%013F-HRTimeline
LexAurum Advisors, LLC4,355$428K0.05%-113F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\4,335$426K<0.01%013F-HRTimelineGroup
Unified Investment Management4,290$422K0.39%+513F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…4,189$412K0.01%new13F-HRTimelineGroup
MEANS INVESTMENT CO., INC.4,109$404K0.03%+113F-HRTimeline
WealthCare Investment Partners, LLC4,094$402K0.1%+413F-HRTimeline
LongView Wealth Management4,071$400K0.1%+5613F-HRTimeline
TAGStone Capital, Inc.4,068$400K0.13%+20313F-HRTimeline
Secure Asset Management, LLC4,052$398K0.06%-26913F-HRTimeline
Jacobi Capital Management LLC4,021$395K0.02%+6913F-HRTimeline
Modern Wealth Management, LLC3,997$393K<0.01%+32913F-HRTimeline
Monetary Solutions, Ltd3,996$393K0.34%-3313F-HRTimeline
ROMAN BUTLER FULLERTON & CO4,064$392K0.09%+79513F-HRTimeline
Clearstead Advisors, LLC3,961$389K<0.01%+7113F-HRTimeline
Dynamic Advisor Solutions LLC3,950$388K0.01%-14813F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC3,946$388K<0.01%+1,15013F-HRTimelineGroup
Northern Capital Management, Inc.3,880$381K0.16%013F-HR/ATimeline
Clark Asset Management, LLC3,842$378K0.03%+1,21713F-HRTimeline
COMPASS CAPITAL MANAGEMENT, INC3,840$377K0.02%013F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC3,827$376K0.06%+23313F-HRTimeline
Rede Wealth, LLC3,786$372K0.12%013F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC3,639$358K<0.01%new13F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC3,623$356K<0.01%-71913F-HRTimelineGroup
Trilogy Capital Inc.3,614$355K0.01%-3813F-HRTimeline
PRIVATE TRUST CO NA3,561$350K0.03%013F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth3,504$344K<0.01%-5,23913F-HRTimelineGroup
XY Planning Network, Inc.3,503$344K0.04%new13F-HRTimeline
Brand Asset Management Group, Inc.3,490$343K0.08%013F-HRTimeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.3,487$343K0.01%013F-HRTimelineGroup
Orion Porfolio Solutions, LLC3,479$342K<0.01%013F-HRTimeline
Keating Financial Advisory Services, In…3,405$335K0.04%013F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC3,401$334K<0.01%+12513F-HRTimeline
FCG Investment Co3,391$333K0.12%+113F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN3,360$330K0.03%013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…3,301$324K<0.01%+113F-HRTimelineGroup
Strategic Financial Concepts, LLC3,244$319K0.09%-14213F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC4,032$318K0.04%013F-HRTimeline
Bogart Wealth, LLC3,219$316K0.01%+40413F-HRTimeline
Valmark Advisers, Inc.3,200$315K<0.01%+4213F-HRTimeline
Sanctuary Advisors, LLC3,197$314K<0.01%013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.3,153$310K<0.01%-4513F-HRTimelineGroup
LEGACY CAPITAL WEALTH MANAGEMENT, LLC3,150$310K0.14%new13F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.3,122$307K0.01%-1,51313F-HRTimelineGroup
Larson Financial Group LLC3,103$305K0.01%+16113F-HRTimeline
Kendall Capital Management3,072$302K0.05%+113F-HRTimeline
Smartleaf Asset Management LLC3,071$299K0.01%013F-HRTimeline
Evanson Financial, LLC3,000$295K0.01%13F-HRTimeline
Indivisible Partners2,870$282K0.02%new13F-HRTimeline
RAM Investment Partners, LLC2,865$282K0.05%013F-HRTimeline
Asempa Wealth Advisors2,797$275K0.21%+213F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2,780$273K<0.01%+41213F-HRTimeline
CFS Investment Advisory Services, LLC2,793$272K0.02%-55713F-HRTimeline
Landing Point Financial Group, LLC2,720$267K0.09%013F-HRTimeline
DAHRING | CUSMANO LLC2,707$266K0.14%+213F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC2,676$263K<0.01%+213F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC2,673$263K0.01%-15113F-HRTimelineGroup
Sagace Wealth Management LLC2,642$260K0.16%new13F-HRTimeline
FC Advisory LLC2,637$259K0.07%013F-HRTimeline
Procyon Advisors, LLC2,596$255K0.01%013F-HRTimeline
EP Wealth Advisors, LLC2,593$255K<0.01%new13F-HRTimeline
Opal Wealth Advisors, LLC2,572$253K0.05%013F-HRTimeline
Independent Wealth Network Inc.2,571$253K0.06%new13F-HRTimeline
AMERICAN NATIONAL BANK & TRUST2,512$247K0.02%013F-HRTimeline
BlueChip Wealth Advisors LLC2,487$244K0.09%-14213F-HRTimeline
Fiduciary Alliance LLC2,440$240K0.02%new13F-HRTimeline
Gotham Asset Management, LLC2,434$239K<0.01%new13F-HRTimeline
Kovack Advisors, Inc.2,439$239K0.01%new13F-HRTimeline
Cornerstone Wealth Management, LLC2,415$237K0.01%new13F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …2,412$237K0.01%new13F-HRTimeline
Belpointe Asset Management LLC2,367$233K0.01%-8,06213F-HRTimeline
Fortis Capital Advisors, LLC2,367$233K0.03%new13F-HRTimeline
Breakwater Capital Group2,365$232K0.03%-27813F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…2,362$231K0.01%+1,86513F-HRTimeline
Parallel Advisors, LLC2,347$231K<0.01%+49913F-HRTimeline
Allworth Financial LP2,336$230K<0.01%-67013F-HRTimeline
PACES FERRY WEALTH ADVISORS, LLC2,316$228K0.09%new13F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC2,285$224K0.01%new13F-HRTimeline
SAGE FINANCIAL GROUP INC2,265$223K0.01%new13F-HRTimeline
Granite Investment Partners, LLC2,210$217K0.01%013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC2,189$215K0.01%new13F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…2,188$215K<0.01%new13F-HRTimelineGroup
Lansing Street Advisors2,160$212K0.05%new13F-HRTimeline
Beacon Pointe Advisors, LLC2,151$211K<0.01%new13F-HRTimeline
Clear Creek Financial Management, LLC2,149$211K0.01%new13F-HRTimeline
City State Bank2,148$211K0.05%013F-HRTimeline
Telos Capital Management, Inc.2,127$209K0.02%new13F-HRTimeline
CX Institutional2,096$206K0.01%+3213F-HRTimeline
Tanglewood Legacy Advisors, LLC2,094$206K0.07%013F-HRTimeline
Carolina Wealth Management Inc2,086$205K0.09%13F-HRTimeline
Keel Point, LLC2,083$205K0.01%-96113F-HRTimeline
Nvest Financial, LLC2,064$203K0.06%new13F-HRTimeline
Proactive Wealth Strategies LLC2,062$203K0.03%new13F-HRTimeline
Western Wealth Management, LLC2,036$200K0.01%new13F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC1,777$175K<0.01%-59513F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department1,752$172K0.04%013F-HRTimelineGroup
NBT BANK, N.A.in group NBT BANK, N.A.1,652$162K0.01%013F-HRTimelineGroup
FIRST HORIZON CORP1,627$160K0.01%013F-HRTimeline
Financial Perspectives, Inc1,567$154K0.04%+213F-HRTimeline
Owl Creek Wealth Partners LLC1,550$152K0.04%013F-HRTimeline
CENTAURUS FINANCIAL, INC.1,472$145K0.01%013F-HRTimeline
AE Wealth Management LLC1,310$129K<0.01%-17,27313F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners1,122$110K0.01%new13F-HRTimelineGroup
Provenance Wealth Advisors, LLC1,034$102K0.01%013F-HRTimeline
Synergy Investment Management, LLC980$96.3K0.02%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…901$88.6K<0.01%+3413F-HRTimelineGroup
Glen Eagle Advisors, LLC807$79.3K0.01%+3513F-HRTimeline
Moisand Fitzgerald Tamayo, LLC774$76.1K0.01%013F-HRTimeline
Greykasell Wealth Strategies, Inc.731$71.9K0.03%013F-HRTimeline
SFAM, LLC729$71.7K0.06%013F-HRTimeline
TD Capital Management LLC725$71.3K0.01%013F-HRTimeline
WHITTIER TRUST CO662$64.9K<0.01%+42213F-HRTimeline
Operose Advisors LLC659$64.8K0.01%-22913F-HRTimeline
Basepoint Wealth LLC592$58.1K0.03%+113F-HRTimeline
MCF Advisors LLC550$54.1K<0.01%013F-HRTimeline
GGM Financial LLC537$52.8K0.02%+113F-HRTimeline
TSFG, LLC517$51K0.01%013F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.510$50.1K0.02%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.500$49.1K<0.01%new13F-HRTimelineGroup
Salomon & Ludwin, LLC488$47.8K<0.01%-2513F-HRTimeline
Capital Advisors, Ltd. LLC453$45K<0.01%013F-HRTimeline
Mosley Wealth Management448$44.1K0.01%-2,26813F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management448$44K<0.01%-1013F-HRTimelineGroup
OAKWORTH CAPITAL, INC.420$41.3K<0.01%013F-HRTimeline
St. Johns Investment Management Company…400$39.3K0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC400$39.3K<0.01%013F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC386$38K<0.01%-5013F-HRTimelineGroup
Nemes Rush Group LLC367$36.1K<0.01%+113F-HRTimeline
LANARK FINANCIAL, INC.358$35.2K<0.01%013F-HRTimeline
Quaker Wealth Management, LLC338$33.2K0.01%013F-HRTimeline
Ashton Thomas Private Wealth, LLC318$31.2K<0.01%new13F-HRTimeline
Godfrey Financial Associates, Inc.313$30.8K0.02%013F-HRTimeline
Three Bearings Fiduciary Advisors, Inc.305$30K0.03%013F-HRTimeline
YANKCOM Partnership300$29.5K0.01%013F-HRTimeline
FINANCIAL CONSULATE, INC297$29.2K<0.01%013F-HRTimeline
Cornerstone Financial Management LLC287$28.2K0.02%013F-HR/ATimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…283$27.8K<0.01%-50313F-HRTimelineGroup
HALBERT HARGROVE GLOBAL ADVISORS, LLC225$22.2K<0.01%-23513F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC222$21.8K0.01%-3213F-HRTimeline
EASTERN BANK222$21.8K<0.01%013F-HRTimeline
BAYBAN220$21.6K0.02%013F-HRTimeline
Federation des caisses Desjardins du Qu…210$20.6K<0.01%013F-HRTimeline
Caitlin John, LLC200$19.7K0.01%+9813F-HRTimeline
HOEY INVESTMENTS, INC171$16.8K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC139$13.7K<0.01%new13F-HRTimeline
CENTRAL TRUST Co122$12K<0.01%new13F-HRTimeline
Cedar Mountain Advisors, LLC121$11.9K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…105$10.3K<0.01%-10513F-HRTimelineGroup
Pinnacle Bancorp, Inc.88$8.65K<0.01%-1,66313F-HRTimeline
Abound Wealth Management87$8.55K<0.01%013F-HRTimeline
Barnes Dennig Private Wealth Management…78$7.67K0.01%013F-HRTimeline
BOK Financial Private Wealth, Inc.64$6.26K<0.01%013F-HRTimeline
TRUST CO OF TOLEDO NA /OH/63$6.19K<0.01%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…61$6.04K<0.01%013F-HRTimelineGroup
SIGNATUREFD, LLC60$5.9K<0.01%013F-HRTimeline
Main Street Group, LTD55$5.37K<0.01%+413F-HRTimeline