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Disclosery

IMCG ISHARES TR

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ETF (fund)

354 managers (357 13F filers) reported a position in IMCG shares at 2025-09-30, 24,802,103 shares in all. 24 filers opened a position and 29 filers sold out during the quarter.

Managers
354
13F filers
357
New
24
Added
162
Reduced
88
Sold out
29
Shares held by filers
24,802,103

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 LLC3,117,331$258M2.11%new13F-HRTimeline
LPL Financial LLC2,288,288$189M0.06%+154,80113F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,446,243$120M0.03%-41,40213F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,044,772$86.4M0.01%+30,08213F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,003,177$83M0.03%+30,58513F-HRTimelineGroup
Cetera Investment Advisers851,984$70.5M0.08%+520,46013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…804,983$66.6M0.04%+23,20513F-HRTimelineGroup
Avior Wealth Management, LLC635,258$52.6M1.69%+2113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC623,801$51.6M0.07%+10,05713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.521,776$42.9M0.06%+119,65313F-HRTimelineGroup
UBS Group AGin group UBS Group AG464,745$38.4M0.01%+25,64313F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/452,420$37.4M<0.01%+151,48713F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN424,659$35.1M0.01%+12,54013F-HRTimelineGroup
VICTORY FINANCIAL GROUP, LLC412,461$34.1M4.69%+25,24013F-HRTimeline
Rockport Wealth LLC404,166$33.4M6.81%-84913F-HRTimeline
Mariner, LLCin group Mariner, LLC361,754$29.9M0.04%+17,27113F-HRTimelineGroup
Cornerstone Planning Group LLC361,000$29.4M4.71%+6,91413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA313,685$26M<0.01%-63,65213F-HRTimelineGroup
Orgel Wealth Management, LLC290,218$24M0.55%-5,68813F-HRTimeline
Cosner Financial Group, LLC268,580$22.2M11.95%-4,76713F-HRTimeline
Rodgers & Associates, LTD226,225$18.7M1.93%+11713F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.214,504$17.7M0.13%+9,68913F-HRTimelineGroup
IAG Wealth Partners, LLC210,662$17.4M2.09%+15,35813F-HRTimeline
Steele Capital Management, Inc.201,840$16.7M0.74%+15,62213F-HRTimeline
Matrix Trust Co201,840$16.7M2.61%+15,62213F-HRTimeline
CWM, LLCin group CWM, LLC192,430$15.9M0.05%-5713F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC191,527$15.8M<0.01%+3,84713F-HRTimelineGroup
CAPITAL WEALTH MANAGEMENT, LLC177,067$14.6M5.1%+4,67613F-HRTimeline
Fortitude Financial, LLC169,478$14.1M11.58%+19513F-HRTimeline
Bedel Financial Consulting, Inc.155,160$12.8M1.64%+4,01513F-HRTimeline
Allegheny Financial Group149,820$12.4M2.32%+21,76513F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV148,784$12.3M0.83%+1,97213F-HRTimeline
Eagle Strategies LLC138,581$11.5M1.53%+2,57513F-HRTimeline
Cambridge Investment Research Advisors,…137,852$11.4M0.03%-1,50913F-HRTimeline
Private Advisor Group, LLC137,360$11.4M0.06%+6,94713F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV136,206$11.3M2.07%+72,56813F-HRTimeline
Sigma Planning Corp125,532$10.4M0.3%-5,99113F-HRTimeline
Integrated Investment Consultants, LLC127,487$10.3M1.75%+4,82513F-HRTimeline
PTM WEALTH MANAGEMENT, LLC122,963$10.2M6.11%+3,65413F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV121,005$10M0.62%+8,10813F-HRTimeline
Employees' Retirement Fund of the City …112,400$9.3M4.35%-10,60013F-HR/ATimeline
Scott Capital Advisors, LLC110,139$9.19M2.08%-10,12713F-HRTimeline
American Trust111,093$9.19M0.78%+18,04913F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP102,395$8.47M0.01%+5,31313F-HRTimelineGroup
MGO ONE SEVEN LLC98,526$8.15M0.19%+3,17013F-HRTimeline
PFS Partners, LLC97,169$8.04M3.82%+79213F-HRTimeline
Wood Tarver Financial Group, LLC96,656$8M2.36%+4,04213F-HRTimeline
Tandem Financial, LLC94,217$7.79M2.9%+5,04813F-HRTimeline
Elevation Capital Advisory, LLC93,437$7.73M3.09%+88,52413F-HRTimeline
Steward Partners Investment Advisory, L…91,047$7.53M0.04%-3,71613F-HRTimeline
OxenFree Capital LLC86,736$7.24M3.98%+6,32213F-HRTimeline
MML INVESTORS SERVICES, LLC86,020$7.12M0.02%-1,58113F-HRTimeline
SILVER OAK WEALTH ADVISORS SERVICES, LLC85,684$7.09M4.67%+2,05613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…79,024$6.54M0.01%+70313F-HRTimeline
Ipsen Advisor Group LLC78,646$6.51M4.68%+9113F-HRTimeline
Certified Advisory Corp75,597$6.25M0.59%-94613F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO73,660$6.09M<0.01%+9,95913F-HR/ATimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …73,039$6.04M0.07%-14,60013F-HRTimelineGroup
ELEVATION POINT WEALTH PARTNERS, LLC72,227$5.98M0.42%new13F-HRTimeline
Vestmark Advisory Solutions, Inc.71,211$5.89M0.11%new13F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding70,380$5.82M-2,068Timeline
Verde Capital Management67,400$5.58M1.24%+3,59713F-HRTimeline
NewEdge Advisors, LLC66,016$5.46M0.02%-23713F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC62,272$5.15M1.74%+56413F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding60,692$4.99M+3,434Timeline
Summit Asset Management, LLC58,775$4.86M0.75%-21413F-HRTimeline
STEINBERGANNA WEALTH MANAGEMENT57,976$4.8M2.26%13F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC57,002$4.72M0.85%+7,98213F-HRTimeline
&PARTNERS56,623$4.68M0.03%+65713F-HRTimeline
Virtus Wealth Solutions LLC53,413$4.42M0.85%-44913F-HRTimeline
Chaney Capital Management, Inc.53,226$4.4M1.56%+2,41013F-HRTimeline
Kellett Wealth Advisors, LLC52,947$4.38M2.64%+1,13813F-HRTimeline
NWAM LLC51,933$4.29M0.23%+1513F-HR/ATimeline
KINGSWOOD WEALTH ADVISORS, LLC50,894$4.21M0.25%+2,68113F-HRTimeline
Black Diamond Financial, LLC50,769$4.2M0.47%+17,92913F-HRTimeline
Merit Financial Group, LLC49,535$4.1M0.04%+1,28613F-HR/ATimeline
Janney Montgomery Scott LLC48,979$4.05M0.01%+1,32313F-HRTimeline
DDFG, Inc48,362$4M0.92%+10,67813F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.47,691$3.95M1.45%+5,34113F-HRTimeline
ROVIN CAPITAL /UT/ /ADV43,940$3.63M1.01%+1,53113F-HR/ATimeline
Marmo Financial Group, LLC41,439$3.43M1.66%-70,13013F-HRTimeline
VALLEY NATIONAL ADVISERS INC41,444$3.43M0.53%-12013F-HRTimeline
Cerro Pacific Wealth Advisors LLC41,426$3.43M0.94%+8,71713F-HRTimeline
Creative Planningin group Creative Planning40,396$3.34M<0.01%+2,55113F-HRTimelineGroup
BEAM WEALTH ADVISORS, INC.39,687$3.28M0.89%+8,27713F-HRTimeline
James J. Burns & Company, LLC39,653$3.28M0.49%+5,60013F-HRTimeline
PFG Advisors38,460$3.18M0.13%new13F-HRTimeline
Family Legacy, Inc.37,611$3.11M0.95%-52913F-HRTimeline
Prospect Financial Services LLC36,767$3.04M1.75%+2,64713F-HRTimeline
Caliber Wealth Management, LLC / KS35,105$2.9M0.32%-3,98613F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV35,043$2.9M<0.01%+18,80413F-HRTimeline
AIRE ADVISORS, LLC31,350$2.59M0.47%-29213F-HRTimeline
Bouvel Investment Partners, LLC30,668$2.54M0.78%new13F-HRTimeline
HighTower Advisors, LLC30,459$2.52M<0.01%+1,01613F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC30,407$2.52M0.04%-39713F-HRTimelineGroup
Capital Square, LLC30,084$2.49M1.27%+1,83313F-HRTimeline
Visionary Wealth Advisors29,777$2.46M0.11%-5,25013F-HRTimeline
LRI Investments, LLC29,730$2.46M0.2%013F-HRTimeline
Kingsview Wealth Management, LLC29,194$2.42M0.04%+5813F-HRTimeline
Ignite Planners, LLC28,837$2.39M0.39%-1213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…28,288$2.34M<0.01%+18,41813F-HRTimelineGroup
Sovran Advisors, LLC28,000$2.28M0.2%-5,27413F-HRTimeline
Integrated Wealth Concepts LLC27,269$2.26M0.02%+5,97913F-HRTimeline
GHP Investment Advisors, Inc.27,131$2.24M0.09%-36813F-HRTimeline
Accel Wealth Management26,572$2.2M0.64%+5,80813F-HRTimeline
Betterment LLC25,273$2.09M<0.01%+75813F-HRTimeline
BLAIR WILLIAM & CO/IL24,996$2.07M0.01%-5,69813F-HRTimeline
Arete Wealth Advisors, LLC23,904$1.98M0.12%-2,10113F-HRTimeline
United Advisor Group, LLC23,580$1.95M0.26%+5,46513F-HRTimeline
Courage Miller Partners, LLC23,115$1.91M0.57%-2,39413F-HRTimeline
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…22,619$1.87M0.26%-1,15013F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC22,367$1.85M0.04%-6213F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC22,344$1.85M<0.01%013F-HRTimelineGroup
Focus Financial Network, Inc.22,216$1.84M0.07%+65813F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.21,998$1.82M0.1%-16513F-HRTimelineGroup
Nova Wealth Management, Inc.21,853$1.81M1.27%+5,68513F-HRTimeline
Ausdal Financial Partners, Inc.21,835$1.81M0.09%+82013F-HRTimeline
LIBERTY SQUARE WEALTH PARTNERS LLC21,256$1.76M0.54%+513F-HRTimeline
Global Retirement Partners, LLC21,065$1.74M0.04%-17,77513F-HRTimeline
PCA Investment Advisory Services Inc.20,953$1.73M0.64%+3,28913F-HRTimeline
Bonfire Financial20,782$1.72M1.32%-93413F-HRTimeline
COMERICA BANK19,990$1.65M0.01%+26713F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…19,942$1.65M<0.01%013F-HRTimelineGroup
Horizon Investment Services, LLC19,766$1.64M0.62%+18413F-HRTimeline
Towne Trust Company, N.A19,754$1.63M0.53%+14,91013F-HRTimeline
McAdam, LLC19,715$1.63M0.08%+15213F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP19,172$1.57M<0.01%+1,51913F-HRTimelineGroup
Stanich Group LLC18,700$1.55M0.95%+59913F-HRTimeline
NOTTINGHAM ADVISORS, INC.18,682$1.55M0.21%013F-HRTimeline
Buck Wealth Strategies, LLC18,601$1.54M0.21%new13F-HRTimeline
Perissos Private Wealth Management, LLC18,142$1.5M1.09%-34613F-HRTimeline
JIM SAULNIER & ASSOCIATES, LLC17,883$1.48M0.82%-1,56713F-HRTimeline
Equity Wealth Partners, LLC17,828$1.47M1.2%13F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC17,418$1.44M0.03%+37913F-HRTimeline
Capital Asset Advisory Services LLC17,391$1.44M0.06%+32113F-HRTimeline
Nilsine Partners, LLC17,315$1.43M0.13%+42313F-HRTimeline
MONEY CONCEPTS CAPITAL CORP16,965$1.4M0.09%-27413F-HRTimeline
CITIGROUP INCin group CITIGROUP INC15,270$1.26M<0.01%-36313F-HRTimelineGroup
Neumann Capital Management, LLC15,076$1.25M0.36%013F-HRTimeline
Carnegie Investment Counsel15,068$1.25M0.02%-1513F-HRTimeline
HF Advisory Group, LLC14,918$1.23M0.45%+1,23713F-HRTimeline
KPP Advisory Services LLC14,859$1.23M0.18%-1813F-HRTimeline
IEQ CAPITAL, LLC14,526$1.2M<0.01%+113F-HRTimeline
OneDigital Investment Advisors LLC14,286$1.18M0.01%-98113F-HRTimeline
Regal Investment Advisors LLC14,077$1.16M0.08%+1,04013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC13,550$1.12M0.03%+1,71413F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC13,492$1.12M0.01%-2,09713F-HR/ATimelineGroup
FMR LLCin group FMR LLC12,554$1.04M<0.01%+36713F-HRTimelineGroup
AdvisorNet Financial, Inc12,254$1.01M0.06%-3,03913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP12,080$1000K<0.01%+25013F-HRTimelineGroup
Pacific Sun Financial Corp11,973$991K0.48%-22513F-HRTimeline
IBEX WEALTH ADVISORS11,959$989K0.09%+10313F-HRTimeline
J.W. COLE ADVISORS, INC.11,889$984K0.02%+63113F-HRTimeline
Full Sail Capital, LLC11,520$953K0.05%013F-HRTimeline
HRC WEALTH MANAGEMENT, LLC11,408$944K0.46%+7213F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…11,128$920K<0.01%+1,82513F-HRTimelineGroup
Cresset Asset Management, LLC11,114$919K<0.01%013F-HR/ATimeline
Capital Analysts, LLCin group Capital Analysts, LLC11,033$912K0.03%+19413F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC10,930$904K0.07%013F-HRTimeline
Onyx Bridge Wealth Group LLC10,848$897K0.1%new13F-HRTimeline
First Bank & Trust10,737$888K0.15%+1,31213F-HRTimeline
Belpointe Asset Management LLC10,688$884K0.03%-19413F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP10,374$858K<0.01%+1513F-HRTimelineGroup
WILLNER & HELLER, LLC10,054$832K0.64%+14013F-HRTimeline
Faithward Advisors, LLC10,053$832K0.12%+2,73513F-HRTimeline
HARBOUR INVESTMENTS, INC.10,035$830K0.02%+71013F-HRTimeline
Financial Freedom, LLC9,806$811K0.4%+1113F-HRTimeline
KEYVANTAGE WEALTH, LLC9,772$808K0.34%-12613F-HRTimeline
LaFleur & Godfrey LLC9,727$805K0.1%+7013F-HRTimeline
Madison Wealth Partners, Inc9,614$795K0.16%+29713F-HRTimeline
Mayfair Advisory Group, LLC9,537$789K0.34%+613F-HRTimeline
Truepoint, Inc.9,532$789K0.02%+1713F-HRTimeline
Burt Wealth Advisors9,504$786K0.19%013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED9,487$785K0.06%-1,46113F-HRTimeline
Compound Planning, Inc.9,354$774K0.03%-4,49513F-HRTimeline
IHT Wealth Management, LLC9,014$746K0.02%-15013F-HRTimeline
AtlasMark Financial, Inc9,000$745K0.5%013F-HRTimeline
Key Client Fiduciary Advisors, LLC8,896$736K0.25%+1,07613F-HRTimeline
Signal Advisors Wealth, LLC8,473$701K0.06%+4,00413F-HRTimeline
Mutual Advisors, LLC8,374$692K0.02%+7513F-HRTimeline
Franklin Resourcesgroup of 2 filers holding8,185$677K0Timeline
Michels Family Financial, LLC8,167$676K0.53%-23713F-HRTimeline
DAVENPORT & Co LLC8,072$668K<0.01%+3,61813F-HRTimeline
Ridgewood Investments LLC8,055$666K0.28%-47913F-HRTimeline
Atria Investments, Inc8,039$665K0.01%-30813F-HRTimeline
Falcon Wealth Planning7,981$660K0.06%013F-HRTimeline
Trilogy Capital Inc.7,679$635K0.03%+75413F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth7,611$630K<0.01%new13F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC7,596$628K<0.01%+15313F-HRTimelineGroup
Addison Advisors LLC7,550$625K0.14%-16013F-HRTimeline
MidAtlantic Capital Management, Inc.7,155$592K0.4%013F-HRTimeline
Orion Porfolio Solutions, LLC7,148$591K<0.01%+3,66913F-HRTimeline
Geneos Wealth Management Inc.7,068$585K0.01%-1,22113F-HRTimeline
Asset Allocation Strategies LLC6,967$576K0.11%-2,83013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC6,917$572K<0.01%+9413F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC6,915$572K0.01%+1,62013F-HRTimeline
AFG FIDUCIARY SERVICES LIMITED PARTNERS…6,750$556K0.32%013F-HRTimeline
IFP Advisors, Inc6,643$550K0.01%+23313F-HR/ATimeline
Cerity Partners LLCin group Cerity Partners LLC6,603$546K<0.01%+51513F-HRTimelineGroup
Whitaker-Myers Wealth Managers, LTD.6,598$546K0.12%-60313F-HRTimeline