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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
VANTAGEPOINT INVESTMENT ADVISERS LLC3,080,936$246M1.98%-36,39513F-HRTimeline
LPL Financial LLC2,448,326$195M0.05%+160,03813F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,149,360$91.8M0.01%+104,58813F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC967,995$77.3M0.02%-35,18213F-HRTimelineGroup
Cetera Investment Advisers916,927$73.2M0.08%+64,94313F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…841,443$67.2M0.04%+36,46013F-HR/ATimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC809,912$64.7M0.01%-636,33113F-HRTimelineGroup
Avior Wealth Management, LLC625,720$50M1.56%-9,53813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC563,087$45M0.06%-60,71413F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/552,017$44.1M<0.01%+99,59713F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.472,349$37.7M0.06%-49,42713F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC450,978$36M0.04%+89,22413F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding434,039$34.7M-30,706Timeline
VICTORY FINANCIAL GROUP, LLC421,283$33.6M4.23%+8,82213F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN419,448$33.5M0.01%-5,21113F-HRTimelineGroup
Rockport Wealth LLC402,303$32.1M6.25%-1,86313F-HRTimeline
Cornerstone Planning Group LLC352,307$29.4M4.59%-8,69313F-HRTimeline
Orgel Wealth Management, LLC291,237$23.3M0.51%+1,01913F-HRTimeline
Arax Advisory Partners273,141$21.8M0.63%new13F-HRTimeline
Cosner Financial Group, LLC270,444$21.6M11.02%+1,86413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA270,303$21.6M<0.01%-43,38213F-HRTimelineGroup
Rodgers & Associates, LTD231,448$18.5M1.87%+5,22313F-HRTimeline
IAG Wealth Partners, LLC223,763$17.9M2.07%+13,10113F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.208,688$16.7M0.11%-5,81613F-HRTimelineGroup
Steele Capital Management, Inc.203,324$16.2M0.7%+1,48413F-HRTimeline
Matrix Trust Co203,324$16.2M2.68%+1,48413F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV200,442$16M2.5%+64,23613F-HRTimeline
CAPITAL WEALTH MANAGEMENT, LLC198,645$15.9M5.12%+21,57813F-HRTimeline
CWM, LLCin group CWM, LLC196,225$15.7M0.04%+3,79513F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding187,018$14.9M-4,509Timeline
Allegheny Financial Group161,775$12.9M1.91%+11,95513F-HRTimeline
Bedel Financial Consulting, Inc.159,323$12.7M1.37%+4,16313F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV153,457$12.3M0.77%+4,67313F-HRTimeline
Eagle Strategies LLC150,387$12M1.53%+11,80613F-HRTimeline
GRANVILLE CAPITAL, INC.133,754$10.7M5.67%13F-HRTimeline
PTM WEALTH MANAGEMENT, LLC127,607$10.4M5.88%+4,64413F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV129,827$10.4M0.55%+8,82213F-HRTimeline
Private Advisor Group, LLC129,370$10.3M0.05%-7,99013F-HRTimeline
Sigma Planning Corp127,905$10.2M0.28%+2,37313F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC127,572$10.2M0.49%+55,34513F-HRTimeline
Vestmark Advisory Solutions, Inc.126,391$10.1M0.14%+55,18013F-HRTimeline
Integrated Investment Consultants, LLC124,994$9.98M1.96%-2,49313F-HR/ATimeline
Cambridge Investment Research Advisors,…124,731$9.96M0.03%-13,12113F-HRTimeline
Scott Capital Advisors, LLC111,594$8.91M1.97%+1,45513F-HRTimeline
MGO ONE SEVEN LLC106,179$8.48M0.17%+7,65313F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP101,373$8.09M0.01%-1,02213F-HRTimelineGroup
Wood Tarver Financial Group, LLC100,267$8.01M2.25%+3,61113F-HRTimeline
PFS Partners, LLC98,237$7.84M3.6%+1,06813F-HRTimeline
Steward Partners Investment Advisory, L…96,304$7.69M0.04%+5,25713F-HRTimeline
MML INVESTORS SERVICES, LLC95,115$7.59M0.02%+9,09513F-HRTimeline
OxenFree Capital LLC91,838$7.33M3.85%+5,10213F-HRTimeline
SILVER OAK WEALTH ADVISORS SERVICES, LLC86,162$6.88M4.44%+47813F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…79,500$6.6M0.01%+47613F-HRTimeline
Certified Advisory Corp79,672$6.36M0.58%+4,07513F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …79,594$6.35M0.09%+6,55513F-HRTimelineGroup
Ipsen Advisor Group LLC79,020$6.31M4.48%+37413F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO73,187$5.84M<0.01%-47313F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding71,571$5.71M+1,191Timeline
Verde Capital Management69,854$5.58M1.19%+2,45413F-HRTimeline
NewEdge Advisors, LLC66,430$5.3M0.02%+41413F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding63,617$5.29M+2,925Timeline
MARINO, STRAM & ASSOCIATES LLC63,437$5.06M0.92%+6,43513F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC62,843$5.02M1.66%+57113F-HRTimeline
American Trust62,488$4.99M0.42%-48,60513F-HRTimeline
Tandem Financial, LLC65,401$4.94M5.97%-28,81613F-HRTimeline
Summit Asset Management, LLC57,796$4.61M0.65%-97913F-HRTimeline
&PARTNERS56,472$4.51M0.02%-15113F-HRTimeline
STEINBERGANNA WEALTH MANAGEMENT55,952$4.47M2.09%-2,02413F-HRTimeline
Employees' Retirement Fund of the City …55,500$4.43M1.98%-56,90013F-HRTimeline
Chaney Capital Management, Inc.54,252$4.33M1.49%+1,02613F-HRTimeline
NWAM LLC51,942$4.32M0.24%+913F-HRTimeline
Kellett Wealth Advisors, LLC53,986$4.31M2.46%+1,03913F-HRTimeline
Virtus Wealth Solutions LLC53,300$4.26M0.81%-11313F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.53,081$4.24M1.5%+5,39013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC50,926$4.07M0.2%+3213F-HRTimeline
DDFG, Inc50,456$4.03M0.88%+2,09413F-HRTimeline
Janney Montgomery Scott LLC49,148$3.92M0.01%+16913F-HRTimeline
Merit Financial Group, LLC48,738$3.89M0.03%-79713F-HRTimeline
Creative Planningin group Creative Planning48,614$3.88M<0.01%+8,21813F-HRTimelineGroup
Black Diamond Financial, LLC47,435$3.79M0.4%-3,33413F-HRTimeline
Premier Private Wealth Management LLC45,544$3.76M3.9%13F-HRTimeline
Cerro Pacific Wealth Advisors LLC47,023$3.75M1.01%+5,59713F-HRTimeline
ROVIN CAPITAL /UT/ /ADV46,606$3.72M0.99%+2,66613F-HRTimeline
James J. Burns & Company, LLC44,564$3.56M0.49%+4,91113F-HRTimeline
BEAM WEALTH ADVISORS, INC.41,326$3.3M0.91%+1,63913F-HRTimeline
VALLEY NATIONAL ADVISERS INC39,994$3.19M0.44%-1,45013F-HRTimeline
Marmo Financial Group, LLC39,533$3.16M1.49%-1,90613F-HRTimeline
Family Legacy, Inc.38,701$3.09M0.92%+1,09013F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP37,700$3.01M<0.01%new13F-HRTimelineGroup
Prospect Financial Services LLC37,633$3M1.73%+86613F-HRTimeline
Leo Wealth, LLC36,361$2.86M0.21%new13F-HRTimeline
Ignite Planners, LLC31,686$2.6M0.4%+2,84913F-HRTimeline
Caliber Wealth Management, LLC / KS32,325$2.58M0.28%-2,78013F-HRTimeline
Towne Trust Company, N.A32,116$2.56M0.8%+12,36213F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO32,016$2.56M0.34%new13F-HRTimeline
AIRE ADVISORS, LLC31,376$2.51M0.46%+2613F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC30,842$2.46M0.04%+43513F-HRTimelineGroup
HighTower Advisors, LLC30,424$2.43M<0.01%-3513F-HRTimeline
Kingsview Wealth Management, LLC30,299$2.42M0.03%+1,10513F-HRTimeline
LRI Investments, LLC29,730$2.37M0.19%013F-HRTimeline
Capital Square, LLC29,652$2.37M1.21%-43213F-HRTimeline
HRT FINANCIAL LP29,494$2.35M0.01%new13F-HRTimeline
Accel Wealth Management28,950$2.31M0.63%+2,37813F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV27,564$2.2M<0.01%-7,47913F-HRTimeline
RHODES INVESTMENT ADVISORS INC /ADV27,445$2.19M1.77%13F-HRTimeline
Horizon Family Wealth, Inc.27,403$2.19M1.17%+23,55113F-HRTimeline
Betterment LLC27,067$2.16M<0.01%+1,79413F-HRTimeline
GHP Investment Advisors, Inc.26,957$2.15M0.09%-17413F-HRTimeline
BLAIR WILLIAM & CO/IL26,543$2.12M0.01%+1,54713F-HRTimeline
Sovran Advisors, LLC25,020$2.09M0.18%-2,98013F-HRTimeline
Visionary Wealth Advisors25,780$2.06M0.09%-3,99713F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP24,701$1.97M<0.01%+5,52913F-HRTimelineGroup
Focus Financial Network, Inc.22,852$1.82M0.06%+63613F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC22,638$1.81M<0.01%+29413F-HR/ATimelineGroup
SAGESPRING WEALTH PARTNERS, LLC22,451$1.79M0.03%+8413F-HRTimeline
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…22,378$1.79M0.24%-24113F-HRTimeline
Courage Miller Partners, LLC22,245$1.78M0.53%-87013F-HRTimeline
Nilsine Partners, LLC22,216$1.77M0.15%+4,90113F-HRTimeline
United Advisor Group, LLC22,112$1.77M0.23%-1,46813F-HRTimeline
Nova Wealth Management, Inc.21,966$1.75M1.2%+11313F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.21,921$1.75M0.11%-7713F-HRTimelineGroup
Ausdal Financial Partners, Inc.21,483$1.72M0.08%-35213F-HRTimeline
LIBERTY SQUARE WEALTH PARTNERS LLC21,262$1.7M0.48%+613F-HRTimeline
AE Wealth Management LLC21,167$1.69M0.01%+19,77113F-HRTimeline
PCA Investment Advisory Services Inc.21,085$1.68M0.59%+13213F-HRTimeline
Bonfire Financial20,255$1.62M1.21%-52713F-HRTimeline
Horizon Investment Services, LLC20,090$1.6M0.58%+32413F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…19,942$1.59M<0.01%013F-HRTimelineGroup
McAdam, LLC19,478$1.56M0.07%-23713F-HRTimeline
Lloyd Advisory Services, LLC.19,184$1.53M0.59%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC19,070$1.52M<0.01%new13F-HRTimelineGroup
Farther Finance Advisors, LLC19,056$1.52M0.02%+13,25813F-HRTimeline
Capital Asset Advisory Services LLC18,063$1.5M0.06%+67213F-HRTimeline
NOTTINGHAM ADVISORS, INC.18,682$1.49M0.21%013F-HRTimeline
Perissos Private Wealth Management, LLC18,148$1.45M1.25%+613F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC17,996$1.44M0.03%+57813F-HR/ATimeline
JIM SAULNIER & ASSOCIATES, LLC17,877$1.43M0.74%-613F-HRTimeline
Stanich Group LLC17,772$1.42M1.07%-92813F-HRTimeline
Equity Wealth Partners, LLC17,776$1.42M0.92%-5213F-HRTimeline
MONEY CONCEPTS CAPITAL CORP17,341$1.38M0.08%+37613F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.16,717$1.33M<0.01%+10,81013F-HRTimelineGroup
OneDigital Investment Advisors LLC16,403$1.31M0.01%+2,11713F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED15,864$1.28M0.09%+6,37713F-HRTimeline
Carnegie Investment Counsel15,700$1.25M0.02%+63213F-HRTimeline
HF Advisory Group, LLC15,580$1.24M0.43%+66213F-HR/ATimeline
Neumann Capital Management, LLC15,076$1.2M0.35%013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC14,978$1.2M0.01%+9,95713F-HRTimelineGroup
KPP Advisory Services LLC14,922$1.19M0.17%+6313F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC14,869$1.19M0.03%+1,31913F-HRTimeline
CITIGROUP INCin group CITIGROUP INC14,806$1.18M<0.01%-46413F-HRTimelineGroup
IEQ CAPITAL, LLC14,526$1.16M<0.01%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC14,079$1.12M<0.01%new13F-HRTimelineGroup
Orion Porfolio Solutions, LLC14,060$1.12M0.01%+6,91213F-HRTimeline
Faithward Advisors, LLC13,671$1.09M0.16%+3,61813F-HRTimeline
First Bank & Trust13,143$1.05M0.17%+2,40613F-HRTimeline
CAPTRUST FINANCIAL ADVISORS12,888$1.03M<0.01%new13F-HRTimeline
Vise Technologies, Inc.12,749$1.02M0.02%new13F-HRTimeline
Pacific Sun Financial Corp12,583$1M0.48%+61013F-HRTimeline
FMR LLCin group FMR LLC12,453$994K<0.01%-10113F-HRTimelineGroup
Global Retirement Partners, LLC12,292$981K0.02%-8,77313F-HRTimeline
AdvisorNet Financial, Inc12,282$981K0.05%+2813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP12,244$978K<0.01%+16413F-HRTimelineGroup
COMERICA BANK11,839$945K<0.01%-8,15113F-HRTimeline
HARBOUR INVESTMENTS, INC.11,652$930K0.02%+1,61713F-HRTimeline
HRC WEALTH MANAGEMENT, LLC11,642$930K0.45%+23413F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC11,219$895K0.02%+18613F-HR/ATimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC11,184$893K0.01%+3,58813F-HRTimelineGroup
LaFleur & Godfrey LLC11,153$890K0.11%+1,42613F-HRTimeline
Cresset Asset Management, LLC11,114$887K<0.01%013F-HRTimeline
Wilkerson Advisory Group LLC11,035$881K0.31%13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC10,930$873K0.07%013F-HRTimeline
Cape Investment Advisory, Inc.10,700$854K0.26%new13F-HRTimeline
WILLNER & HELLER, LLC10,180$813K0.58%+12613F-HRTimeline
Belpointe Asset Management LLC10,115$808K0.03%-57313F-HRTimeline
PFG Advisors9,948$794K0.04%-28,51213F-HRTimeline
Ponta Wealth Partners, LLC9,774$780K0.73%13F-HRTimeline
Key Client Fiduciary Advisors, LLC9,721$776K0.27%+82513F-HRTimeline
Truepoint, Inc.9,680$773K0.02%+14813F-HRTimeline
KEYVANTAGE WEALTH, LLC9,673$772K0.33%-9913F-HRTimeline
DAVENPORT & Co LLC9,587$765K<0.01%+1,51513F-HRTimeline
Madison Wealth Partners, Inc9,496$758K0.14%-11813F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP9,486$757K<0.01%-88813F-HR/ATimelineGroup
Compound Planning, Inc.9,339$746K0.02%-1513F-HRTimeline
Signal Advisors Wealth, LLC9,318$744K0.06%+84513F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…9,235$742K<0.01%-1,89313F-HRTimelineGroup
Financial Freedom, LLC9,291$742K0.37%-51513F-HRTimeline
Buck Wealth Strategies, LLC9,286$741K0.09%-9,31513F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC9,245$738K<0.01%-4,24713F-HRTimelineGroup
IHT Wealth Management, LLC9,014$720K0.02%013F-HRTimeline
AtlasMark Financial, Inc9,000$719K0.46%013F-HRTimeline
World Investment Advisors8,934$713K0.01%new13F-HR/ATimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…8,676$693K0.02%new13F-HRTimelineGroup
Onyx Bridge Wealth Group LLC8,591$686K0.07%-2,25713F-HRTimeline
Mutual Advisors, LLC8,375$669K0.01%+113F-HRTimeline
MLP3, LLC8,309$663K0.72%13F-HRTimeline
Regal Investment Advisors LLC8,240$658K0.04%-5,83713F-HRTimeline
Michels Family Financial, LLC8,187$654K0.48%+2013F-HRTimeline
Falcon Wealth Planning7,981$637K0.05%013F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth7,856$627K<0.01%+24513F-HRTimelineGroup
Advisory Services Network, LLC7,658$611K0.01%+2,16113F-HRTimeline