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Disclosery

IMCG ISHARES TR

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ETF (fund)

399 managers (402 13F filers) reported a position in IMCG shares at 2026-03-31, 25,726,162 shares in all. 22 filers opened a position and 18 filers sold out during the quarter.

Managers
399
13F filers
402
New
22
Added
163
Reduced
119
Sold out
18
Shares held by filers
25,726,162

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
Gladstone Institutional Advisory LLC7,982$629K0.02%+1,47413F-HRTimeline
Onyx Bridge Wealth Group LLC7,979$629K0.07%-61213F-HRTimeline
Falcon Wealth Planning7,831$617K0.04%-15013F-HRTimeline
Franklin Resourcesgroup of 2 filers holding7,760$611K+340Timeline
Savant Capital, LLCin group Savant Capital, LLC7,737$609K<0.01%-1,50813F-HRTimelineGroup
Advisory Services Network, LLC7,658$603K0.01%013F-HRTimeline
MidAtlantic Capital Management, Inc.7,113$560K0.39%013F-HRTimeline
Geneos Wealth Management Inc.7,074$557K0.01%+213F-HRTimeline
EVOLVE PRIVATE WEALTH, LLC6,987$550K0.03%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…6,907$544K<0.01%+3,31613F-HRTimelineGroup
AFG FIDUCIARY SERVICES LIMITED PARTNERS…6,750$544K0.33%013F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC6,614$521K0.23%+21913F-HR/ATimeline
Whitaker-Myers Wealth Managers, LTD.6,540$515K0.1%-13513F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/6,475$510K<0.01%013F-HRTimelineGroup
IFP Advisors, Inc6,373$502K0.01%+12913F-HRTimeline
Buck Wealth Strategies, LLC6,248$492K0.06%-3,03813F-HRTimeline
Mayfair Advisory Group, LLC6,164$486K0.17%-1,35313F-HRTimeline
Prospera Financial Services Inc6,151$485K0.01%-19613F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC6,130$483K0.17%-39413F-HR/ATimelineGroup
Asset Allocation Strategies LLC5,955$469K0.08%-44113F-HRTimeline
Kaizen Financial Strategies5,456$467K0.2%-8213F-HRTimeline
WealthTrak Capital Management LLC5,915$466K0.33%+13513F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…5,845$460K0.06%-12013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC5,614$442K0.01%-1,30113F-HRTimeline
PINNACLE ASSOCIATES LTD5,597$441K0.01%-44413F-HRTimeline
D.A. DAVIDSON & CO.5,378$424K<0.01%+58613F-HRTimeline
Fermata Advisors, LLC5,378$424K0.1%-11813F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC5,289$417K0.03%013F-HRTimeline
GWN SECURITIES INC.5,246$413K0.08%+15513F-HRTimeline
Westside Investment Management, Inc.5,100$405K0.06%-15013F-HRTimeline
Brooklyn Investment Group5,079$400K0.01%+1,71013F-HRTimeline
Revisor Wealth Management LLC5,067$399K0.11%+60613F-HRTimeline
Kaydan Wealth Management, Inc.4,950$390K0.13%013F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …4,870$384K<0.01%013F-HRTimelineGroup
Davis Investment Partners, LLC4,800$378K0.13%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC4,747$374K<0.01%-2,07613F-HRTimelineGroup
BLALOCK WILLIAMS, LLC4,700$370K0.29%013F-HRTimeline
Triangle Securities Wealth Management4,679$369K0.08%+79413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
TRUST POINT INC.4,651$366K0.03%new13F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.4,635$365K0.02%+1,38613F-HRTimelineGroup
American Money Management, LLC4,630$365K0.06%013F-HRTimeline
rebel Financial LLC4,588$361K0.16%-2013F-HRTimeline
Everstar Asset Management, LLC4,580$361K0.19%-87013F-HRTimeline
Asset Management Group, Inc.4,563$359K0.06%+713F-HRTimeline
High Net Worth Advisory Group LLC4,500$354K0.08%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…4,423$348K0.01%-4,25313F-HRTimelineGroup
Journey Advisory Group, LLC4,385$345K0.03%013F-HRTimeline
LexAurum Advisors, LLC4,356$343K0.04%13F-HRTimeline
LongView Wealth Management4,015$343K0.09%+11813F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC4,342$342K<0.01%-1,30913F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\4,335$341K<0.01%013F-HRTimelineGroup
Secure Asset Management, LLC4,321$340K0.05%-21513F-HRTimeline
Unified Investment Management4,285$338K0.35%+13513F-HRTimeline
Carrera Capital Advisors4,276$337K0.05%-66013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…4,232$331K<0.01%-5,00313F-HRTimelineGroup
WealthCare Investment Partners, LLC4,090$328K0.09%+613F-HRTimeline
MEANS INVESTMENT CO., INC.4,108$324K0.03%+10213F-HRTimeline
Dynamic Advisor Solutions LLC4,098$323K0.01%+23713F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC4,032$318K0.04%+10213F-HRTimeline
Monetary Solutions, Ltd4,029$317K0.31%+113F-HRTimeline
Jacobi Capital Management LLC3,952$311K0.02%+23313F-HRTimeline
Heartwood Wealth Advisors LLC3,946$311K0.03%+29713F-HRTimeline
Clearstead Advisors, LLC3,890$306K<0.01%013F-HRTimeline
Northern Capital Management, Inc.3,880$306K0.15%013F-HRTimeline
TAGStone Capital, Inc.3,865$304K0.11%+11213F-HRTimeline
COMPASS CAPITAL MANAGEMENT, INC3,840$302K0.02%013F-HRTimeline
Rede Wealth, LLC3,786$298K0.11%013F-HRTimeline
Richwood Investment Advisors, LLC3,725$293K0.23%013F-HRTimeline
Modern Wealth Management, LLC3,668$293K0.01%+6213F-HRTimeline
CFS Investment Advisory Services, LLC3,350$292K0.02%-2,70213F-HRTimeline
Trilogy Capital Inc.3,652$288K0.01%-83613F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC3,594$283K0.05%+44113F-HR/ATimeline
PRIVATE TRUST CO NA3,561$281K0.03%-15813F-HRTimeline
Brand Asset Management Group, Inc.3,490$275K0.07%013F-HRTimeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.3,487$275K0.01%-2,59213F-HRTimelineGroup
Orion Porfolio Solutions, LLC3,479$274K<0.01%-10,58113F-HRTimeline
ROMAN BUTLER FULLERTON & CO3,269$272K0.07%-6113F-HRTimeline
Keating Financial Advisory Services, In…3,405$268K0.04%013F-HRTimeline
FCG Investment Co3,390$267K0.12%13F-HRTimeline
Strategic Financial Concepts, LLC3,386$267K0.07%new13F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN3,360$265K0.02%013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…3,300$260K<0.01%+62313F-HRTimelineGroup
JOHNSON INVESTMENT COUNSEL INC3,276$258K<0.01%-7813F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.3,198$252K<0.01%-35913F-HRTimelineGroup
Sanctuary Advisors, LLC3,197$252K<0.01%new13F-HRTimeline
Innova Wealth Partners3,170$250K0.12%new13F-HRTimeline
Valmark Advisers, Inc.3,158$249K<0.01%+6113F-HRTimeline
Kendall Capital Management3,071$242K0.05%+213F-HRTimeline
Keel Point, LLC3,044$240K0.02%new13F-HRTimeline
Allworth Financial LP3,006$237K<0.01%-1,33113F-HRTimeline
Evanson Asset Management, LLC3,000$236K0.01%013F-HRTimeline
Smartleaf Asset Management LLC3,071$233K0.01%+20913F-HRTimeline
Larson Financial Group LLC2,942$232K0.01%-35013F-HRTimeline
RAM Investment Partners, LLC2,865$226K0.04%013F-HRTimeline
Mosley Wealth Management2,716$225K0.1%+113F-HRTimeline
Asempa Wealth Advisors2,795$223K0.19%+213F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC2,824$222K0.01%-1613F-HRTimelineGroup
Bogart Wealth, LLC2,815$222K0.01%-29613F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC2,796$220K<0.01%-113F-HRTimelineGroup
Landing Point Financial Group, LLC2,720$214K0.1%013F-HRTimeline
DAHRING | CUSMANO LLC2,705$213K0.13%+513F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC2,674$211K<0.01%new13F-HRTimelineGroup
Breakwater Capital Group2,643$208K0.03%new13F-HRTimeline
FC Advisory LLC2,637$208K0.06%013F-HRTimeline
BlueChip Wealth Advisors LLC2,629$207K0.09%-2,93413F-HRTimeline
Clark Asset Management, LLC2,625$207K0.02%013F-HRTimeline
Procyon Advisors, LLC2,596$204K0.01%-21113F-HRTimeline
Opal Wealth Advisors, LLC2,572$203K0.05%013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST2,512$198K0.02%013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC2,372$187K<0.01%-1513F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2,368$187K<0.01%-1313F-HRTimeline
Granite Investment Partners, LLC2,210$174K0.01%+113F-HRTimeline
City State Bank2,148$169K0.04%013F-HRTimeline
Tanglewood Legacy Advisors, LLC2,094$165K0.06%013F-HRTimeline
CX Institutional2,064$163K<0.01%-18313F-HRTimeline
Parallel Advisors, LLC1,848$146K<0.01%013F-HR/ATimeline
BankPlus Trust Departmentin group BankPlus Trust Department1,752$138K0.04%013F-HRTimelineGroup
Pinnacle Bancorp, Inc.1,751$138K0.04%-46413F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.1,652$130K0.01%+1,57213F-HRTimelineGroup
FIRST HORIZON CORP1,627$128K0.01%013F-HRTimeline
Financial Perspectives, Inc1,565$123K0.03%+213F-HRTimeline
Owl Creek Wealth Partners LLC1,550$122K0.04%13F-HRTimeline
CENTAURUS FINANCIAL, INC.1,472$116K0.01%+113F-HRTimeline
Avalon Trust Co1,200$94.5K0.01%013F-HRTimeline
Provenance Wealth Advisors, LLC1,034$81.4K0.01%-46713F-HRTimeline
Synergy Investment Management, LLC980$77.2K0.03%new13F-HRTimeline
Rossby Financial, LCC905$72.2K0.02%new13F-HRTimeline
Operose Advisors LLC888$69.9K0.02%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…867$68.3K<0.01%013F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…786$61.9K<0.01%+14513F-HRTimelineGroup
Moisand Fitzgerald Tamayo, LLC774$61K0.01%013F-HRTimeline
Glen Eagle Advisors, LLC772$60.8K0.01%013F-HRTimeline
Greykasell Wealth Strategies, Inc.731$57.6K0.02%013F-HRTimeline
SFAM, LLC729$57.4K0.05%-3013F-HRTimeline
TD Capital Management LLC725$57.1K0.01%+213F-HRTimeline
Sound Income Strategies, LLC594$47.4K<0.01%013F-HRTimeline
Networth Advisors, LLC592$46.6K0.03%+313F-HRTimeline
Basepoint Wealth LLC591$46.5K0.03%+213F-HRTimeline
MCF Advisors LLC550$43.3K<0.01%013F-HRTimeline
GGM Financial LLC536$42.2K0.02%+113F-HRTimeline
Lloyd Advisory Services, LLC.531$41.8K0.01%-18,65313F-HRTimeline
Kingdom Financial Group LLC.531$41.8K0.01%+113F-HRTimeline
Salomon & Ludwin, LLC513$41.1K<0.01%013F-HRTimeline
TSFG, LLC517$41K0.01%013F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.510$40.2K0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…497$39.6K<0.01%-3,16213F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC460$36.3K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management458$36.1K<0.01%+36013F-HRTimelineGroup
Capital Advisors, Ltd. LLC453$36K<0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC400$35.3K<0.01%013F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC436$34.4K<0.01%13F-HRTimelineGroup
OAKWORTH CAPITAL, INC.420$33.1K<0.01%013F-HRTimeline
St. Johns Investment Management Company…400$31.5K0.01%013F-HRTimeline
DAGCO, INC.380$29.9K0.01%013F-HRTimeline
Nemes Rush Group LLC366$28.9K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.358$28.2K<0.01%013F-HRTimeline
Quaker Wealth Management, LLC338$26.6K0.01%+113F-HRTimeline
Godfrey Financial Associates, Inc.313$24.7K0.02%013F-HRTimeline
Three Bearings Fiduciary Advisors, Inc.305$24K0.02%013F-HRTimeline
YANKCOM Partnership300$23.6K0.01%013F-HRTimeline
FINANCIAL CONSULATE, INC297$23.4K<0.01%013F-HRTimeline
Cornerstone Financial Management LLC287$22.6K0.02%013F-HR/ATimeline
Quest 10 Wealth Builders, Inc.258$20.3K0.02%-513F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC254$20K0.01%013F-HRTimeline
WHITTIER TRUST CO240$19.3K<0.01%013F-HRTimeline
EASTERN BANK222$17.5K<0.01%013F-HRTimeline
BAYBAN220$17.3K0.02%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…210$16.6K<0.01%+10513F-HR/ATimelineGroup
Federation des caisses Desjardins du Qu…210$16.5K<0.01%-8213F-HRTimeline
HOEY INVESTMENTS, INC171$13.5K<0.01%new13F-HRTimeline
Cedar Mountain Advisors, LLC121$9.53K<0.01%013F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…118$9.29K<0.01%new13F-HRTimelineGroup
PROTECTIVE LIFE CORP105$8.27K0.03%new13F-HRTimeline
Caitlin John, LLC102$8.04K<0.01%013F-HRTimeline
BFSG, LLC100$7.88K<0.01%013F-HRTimeline
Key Financial Inc96$7.56K<0.01%013F-HRTimeline
Abound Wealth Management87$6.85K<0.01%new13F-HRTimeline
Barnes Dennig Private Wealth Management…78$6.14K0.01%013F-HRTimeline
BOK Financial Private Wealth, Inc.64$5.02K<0.01%new13F-HRTimeline
TRUST CO OF TOLEDO NA /OH/63$4.96K<0.01%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…61$4.83K<0.01%013F-HRTimelineGroup
SIGNATUREFD, LLC60$4.73K<0.01%013F-HRTimeline
Innovative Asset Advisors Group, LLC54$4.25K<0.01%13F-HRTimeline
Main Street Group, LTD51$3.98K<0.01%new13F-HRTimeline
Asset Dedication, LLC49$3.82K<0.01%+113F-HRTimeline
EPG Wealth Management LLC48$3.78K<0.01%013F-HRTimeline
Keystone Financial Group, Inc.40$3.15K<0.01%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp38$2.99K<0.01%013F-HRTimelineGroup
one8zero8, LLC30$2.36K<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB21$1.65K<0.01%new13F-HRTimeline
Aptus Capital Advisors, LLC18$1.42K<0.01%-1,54913F-HRTimeline
Central Pacific Bank - Trust Division18$1.42K<0.01%013F-HRTimeline
Triumph Capital Management14$1.1K<0.01%new13F-HRTimeline
Morton Brown Family Wealth, LLC5$394<0.01%013F-HRTimeline
Signature Equity Partners, LLC5$394<0.01%013F-HRTimeline
Parkside Financial Bank & Trust1$79<0.01%new13F-HRTimeline
Provident Wealth Management, LLC1$79<0.01%013F-HRTimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…1$64<0.01%013F-HRTimeline
CoreCap Advisors, LLC0$45<0.01%-25413F-HRTimelineAmount filed as zero, left out of ratios.