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Disclosery

IMCG ISHARES TR

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ETF (fund)

392 managers (396 13F filers) reported a position in IMCG shares at 2025-12-31, 25,085,270 shares in all. 44 filers opened a position and 19 filers sold out during the quarter.

Managers
392
13F filers
396
New
44
Added
160
Reduced
103
Sold out
19
Shares held by filers
25,085,270

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Mayfair Advisory Group, LLC7,517$607K0.24%-2,02013F-HRTimeline
Addison Advisors LLC7,550$603K0.14%013F-HRTimeline
Franklin Resourcesgroup of 2 filers holding7,420$592K-765Timeline
MAI Capital Management7,412$592K<0.01%+2,93413F-HRTimeline
MidAtlantic Capital Management, Inc.7,113$568K0.36%-4213F-HRTimeline
Geneos Wealth Management Inc.7,072$565K0.01%+413F-HRTimeline
EVOLVE PRIVATE WEALTH, LLC6,987$558K0.03%13F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC6,915$552K0.01%013F-HRTimeline
AFG FIDUCIARY SERVICES LIMITED PARTNERS…6,750$545K0.34%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC6,823$545K<0.01%-9413F-HRTimelineGroup
Whitaker-Myers Wealth Managers, LTD.6,675$533K0.11%+7713F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC6,524$521K0.17%+1613F-HRTimelineGroup
Gladstone Institutional Advisory LLC6,508$520K0.02%+82813F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/6,475$517K<0.01%013F-HRTimelineGroup
Asset Allocation Strategies LLC6,396$511K0.09%-57113F-HRTimeline
Prospera Financial Services Inc6,347$507K0.01%-14713F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC6,395$506K0.23%+48213F-HRTimeline
IFP Advisors, Inc6,244$499K0.01%-39913F-HRTimeline
GTS SECURITIES LLC6,125$489K0.02%new13F-HRTimeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.6,079$485K0.02%new13F-HRTimelineGroup
CFS Investment Advisory Services, LLC6,052$483K0.04%-18013F-HRTimeline
PINNACLE ASSOCIATES LTD6,041$482K0.01%+44413F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…5,965$476K0.06%-12413F-HRTimeline
WealthTrak Capital Management LLC5,780$461K0.33%-2713F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC5,764$460K0.1%+1,05513F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC5,651$451K<0.01%-95213F-HRTimelineGroup
BlueChip Wealth Advisors LLC5,563$444K0.19%+2,88113F-HRTimeline
Kaizen Financial Strategies5,538$442K0.2%+1513F-HRTimeline
Fermata Advisors, LLC5,496$439K0.11%-1213F-HRTimeline
Everstar Asset Management, LLC5,450$435K0.23%013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.5,408$432K<0.01%+2,12313F-HRTimelineGroup
TRANSCEND CAPITAL ADVISORS, LLC5,289$422K0.03%013F-HRTimeline
Westside Investment Management, Inc.5,250$421K0.07%013F-HRTimeline
IFG Advisory, LLC5,156$412K0.02%+10613F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …5,119$409K0.01%new13F-HRTimelineGroup
GWN SECURITIES INC.5,091$406K0.08%+30313F-HRTimeline
Kaydan Wealth Management, Inc.4,950$395K0.11%013F-HRTimeline
Carrera Capital Advisors4,936$394K0.07%new13F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …4,870$389K<0.01%13F-HR/ATimelineGroup
Davis Investment Partners, LLC4,800$387K0.14%-1,50013F-HRTimeline
D.A. DAVIDSON & CO.4,792$383K<0.01%+1,34013F-HRTimeline
BLALOCK WILLIAMS, LLC4,700$375K0.3%013F-HRTimeline
Revisor Wealth Management LLC4,461$372K0.1%+26613F-HRTimeline
American Money Management, LLC4,630$370K0.06%013F-HRTimeline
rebel Financial LLC4,608$368K0.16%+4,60813F-HRTimeline
Asset Management Group, Inc.4,556$364K0.06%+1213F-HRTimeline
Secure Asset Management, LLC4,536$362K0.06%+26713F-HRTimeline
High Net Worth Advisory Group LLC4,500$359K0.08%013F-HRTimeline
Trilogy Capital Inc.4,488$358K0.02%-3,19113F-HRTimeline
Journey Advisory Group, LLC4,385$350K0.03%013F-HRTimeline
Allworth Financial LP4,337$346K<0.01%+82813F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\4,335$346K<0.01%+4213F-HRTimelineGroup
Unified Investment Management4,150$331K0.33%+10213F-HRTimeline
WealthCare Investment Partners, LLC4,084$330K0.1%+1113F-HRTimeline
Edge Financial Advisors LLC4,123$329K0.14%-9913F-HRTimeline
LongView Wealth Management3,897$323K0.08%+11113F-HRTimeline
Monetary Solutions, Ltd4,028$322K0.32%13F-HRTimeline
MEANS INVESTMENT CO., INC.4,006$320K0.03%-34613F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC3,930$314K0.04%-1,02513F-HRTimeline
Clearstead Advisors, LLC3,890$311K<0.01%013F-HRTimeline
Triangle Securities Wealth Management3,885$310K0.07%+1,31313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Northern Capital Management, Inc.3,880$310K0.16%013F-HRTimeline
Dynamic Advisor Solutions LLC3,861$308K0.01%+18213F-HRTimeline
Richwood Investment Advisors, LLC3,725$308K0.22%-2513F-HRTimeline
COMPASS CAPITAL MANAGEMENT, INC3,840$307K0.02%new13F-HRTimeline
Rede Wealth, LLC3,786$302K0.11%new13F-HRTimeline
TAGStone Capital, Inc.3,753$300K0.11%+413F-HRTimeline
Jacobi Capital Management LLC3,719$297K0.02%+19913F-HRTimeline
PRIVATE TRUST CO NA3,719$297K0.03%-35313F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…3,659$292K0.02%new13F-HRTimeline
Heartwood Wealth Advisors LLC3,649$291K0.03%+1,50813F-HRTimeline
Modern Wealth Management, LLC3,606$288K0.01%-16313F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…3,591$287K<0.01%-24,69713F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.3,557$284K<0.01%-59113F-HRTimelineGroup
Kovack Advisors, Inc.3,541$283K0.01%new13F-HR/ATimeline
High Falls Advisors, Inc3,503$280K0.06%013F-HRTimeline
Brand Asset Management Group, Inc.3,490$279K0.08%-7013F-HRTimeline
ROMAN BUTLER FULLERTON & CO3,330$278K0.07%new13F-HRTimeline
Brooklyn Investment Group3,369$273K0.01%new13F-HRTimeline
Keating Financial Advisory Services, In…3,405$272K0.04%13F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN3,360$268K0.02%013F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC3,354$268K<0.01%+113F-HRTimeline
Larson Financial Group LLC3,292$263K0.01%-90813F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.3,249$259K0.01%-18113F-HRTimelineGroup
Integrated Wealth Concepts LLC3,200$255K<0.01%-24,06913F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC3,153$252K0.05%+44113F-HRTimeline
Bogart Wealth, LLC3,111$248K0.01%+113F-HRTimeline
Valmark Advisers, Inc.3,097$247K<0.01%-23813F-HRTimeline
Kendall Capital Management3,069$245K0.05%+213F-HRTimeline
Evanson Asset Management, LLC3,000$240K0.01%013F-HRTimeline
Smartleaf Asset Management LLC2,862$231K0.01%+24013F-HRTimeline
Milestones Private Investment Advisors …2,884$230K0.16%013F-HRTimeline
RAM Investment Partners, LLC2,865$229K0.04%013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC2,840$227K0.01%-26913F-HRTimelineGroup
Mosley Wealth Management2,715$227K0.1%13F-HRTimeline
Procyon Advisors, LLC2,807$224K0.01%+21113F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC2,797$223K<0.01%+27313F-HRTimelineGroup
Asempa Wealth Advisors2,793$223K0.19%13F-HRTimeline
Landing Point Financial Group, LLC2,720$217K0.11%013F-HRTimeline
DAHRING | CUSMANO LLC2,700$216K0.15%-7113F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…2,677$214K<0.01%013F-HRTimelineGroup
FC Advisory LLC2,637$211K0.06%-74813F-HRTimeline
Clark Asset Management, LLC2,625$210K0.02%new13F-HRTimeline
Opal Wealth Advisors, LLC2,572$205K0.05%013F-HRTimeline
J.W. COLE ADVISORS, INC.12,373$202K<0.01%+48413F-HRTimeline
AMERICAN NATIONAL BANK & TRUST2,512$201K0.02%013F-HRTimeline
Eagle Bay Advisors LLC2,400$192K0.14%new13F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC2,387$191K<0.01%-20713F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2,381$190K<0.01%+1,37713F-HRTimeline
CX Institutional2,247$179K0.01%+89213F-HRTimeline
Pinnacle Bancorp, Inc.2,215$177K0.05%013F-HRTimeline
Granite Investment Partners, LLC2,209$176K0.01%013F-HRTimeline
City State Bank2,148$171K0.05%013F-HRTimeline
Tanglewood Legacy Advisors, LLC2,094$167K0.06%013F-HRTimeline
Parallel Advisors, LLC1,848$148K<0.01%013F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department1,752$140K0.04%013F-HRTimelineGroup
MGB Wealth Management, LLC1,654$132K0.04%+35413F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.80$132K0.01%-313F-HRTimelineGroup
FIRST HORIZON CORP1,627$130K0.01%013F-HRTimeline
Aptus Capital Advisors, LLC1,567$125K<0.01%+1,29113F-HRTimeline
Financial Perspectives, Inc1,563$125K0.03%+413F-HRTimeline
Provenance Wealth Advisors, LLC1,501$120K0.01%new13F-HRTimeline
CENTAURUS FINANCIAL, INC.1,471$117K0.01%+16813F-HRTimeline
Avalon Trust Co1,200$95.8K0.01%-80013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners1,076$85.9K0.01%new13F-HRTimelineGroup
Operose Advisors LLC888$70.9K0.02%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…867$69.2K<0.01%-1,57413F-HR/ATimelineGroup
Moisand Fitzgerald Tamayo, LLC774$61.8K0.01%013F-HRTimeline
Glen Eagle Advisors, LLC772$61.6K0.01%+8613F-HRTimeline
SFAM, LLC759$60.6K0.06%13F-HRTimeline
Greykasell Wealth Strategies, Inc.731$58.4K0.02%013F-HRTimeline
TD Capital Management LLC723$57.8K0.01%+113F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…641$51.2K<0.01%-413F-HRTimelineGroup
Sound Income Strategies, LLC594$49.6K<0.01%new13F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC618$49.4K<0.01%new13F-HRTimeline
Basepoint Wealth LLC589$47.1K0.03%new13F-HRTimeline
Networth Advisors, LLC589$47K0.03%13F-HRTimeline
MCF Advisors LLC550$43.9K<0.01%013F-HRTimeline
GGM Financial LLC535$42.7K0.02%+113F-HRTimeline
Kingdom Financial Group LLC.530$42.3K0.01%new13F-HRTimeline
Salomon & Ludwin, LLC513$41.9K<0.01%-413F-HRTimeline
TSFG, LLC517$41K0.01%+213F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.510$40.7K0.02%new13F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC460$36.8K<0.01%013F-HRTimeline
Capital Advisors, Ltd. LLC453$36K<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…446$35.6K<0.01%013F-HRTimelineGroup
OAKWORTH CAPITAL, INC.420$33.5K<0.01%013F-HRTimeline
St. Johns Investment Management Company…400$31.9K0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC400$31.9K<0.01%013F-HRTimeline
DAGCO, INC.380$30.3K0.01%new13F-HRTimeline
Nemes Rush Group LLC366$29.2K<0.01%+113F-HRTimeline
Kohmann Bosshard Financial Services, LLC360$28.7K<0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.358$28.6K<0.01%-36813F-HRTimeline
Quaker Wealth Management, LLC337$26.9K0.01%+113F-HRTimeline
Godfrey Financial Associates, Inc.313$25K0.02%13F-HRTimeline
Three Bearings Fiduciary Advisors, Inc.305$25K0.02%13F-HRTimeline
YANKCOM Partnership300$24K0.01%new13F-HRTimeline
FINANCIAL CONSULATE, INC297$23.7K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…292$23.3K<0.01%+8213F-HRTimeline
Cornerstone Financial Management LLC287$22.9K0.02%13F-HR/ATimeline
SYM FINANCIAL Corp282$22.5K<0.01%new13F-HRTimeline
Quest 10 Wealth Builders, Inc.263$21K0.02%new13F-HRTimeline
CoreCap Advisors, LLC254$20.2K<0.01%new13F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC254$20.2K0.01%+113F-HRTimeline
WHITTIER TRUST CO240$19.9K<0.01%013F-HRTimeline
Wealth Watch Advisors, INC230$18.4K0.01%013F-HRTimeline
EASTERN BANK222$17.7K<0.01%013F-HRTimeline
BAYBAN220$17.6K0.02%13F-HRTimeline
Archer Investment Corp180$14.4K<0.01%-16213F-HRTimeline
ORG Partners LLC151$12.1K<0.01%013F-HRTimeline
INVESTMENT COUNSEL CO OF NEVADA143$11.4K0.02%new13F-HRTimeline
Cedar Mountain Advisors, LLC121$9.66K<0.01%013F-HRTimeline
Biltmore Family Office, LLC120$9.58K<0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…105$8.38K<0.01%013F-HRTimelineGroup
Caitlin John, LLC102$8.14K0.01%013F-HRTimeline
BFSG, LLC100$7.98K<0.01%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management98$7.82K<0.01%013F-HRTimelineGroup
Key Financial Inc96$7.67K<0.01%013F-HRTimeline
Barnes Dennig Private Wealth Management…78$6.23K0.01%013F-HRTimeline
TRUST CO OF TOLEDO NA /OH/63$5.03K<0.01%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…61$4.89K<0.01%-113F-HRTimelineGroup
SIGNATUREFD, LLC60$4.79K<0.01%013F-HRTimeline
Asset Dedication, LLC48$3.87K<0.01%013F-HRTimeline
EPG Wealth Management LLC48$3.83K<0.01%013F-HRTimeline
Keystone Financial Group, Inc.40$3.19K<0.01%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp38$3.03K<0.01%013F-HRTimelineGroup
one8zero8, LLC30$2.4K<0.01%new13F-HRTimeline
Central Pacific Bank - Trust Division18$1.44K<0.01%013F-HRTimeline
Morton Brown Family Wealth, LLC5$399<0.01%013F-HRTimeline
Signature Equity Partners, LLC5$399<0.01%13F-HRTimeline
Provident Wealth Management, LLC1$80<0.01%013F-HRTimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…1$65<0.01%-1313F-HRTimeline