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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
VANTAGEPOINT INVESTMENT ADVISERS LLC3,006,105$237M2.01%-74,83113F-HRTimeline
LPL Financial LLC2,603,354$205M0.05%+155,02813F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,279,461$101M0.01%+130,10113F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,023,069$80.6M0.02%+55,07413F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC931,000$74.5M0.02%+121,08813F-HR/ATimelineGroup
Cetera Investment Advisers943,563$74.3M0.08%+26,63613F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…827,372$65.2M0.04%-14,07113F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC573,954$45.2M0.06%+10,86713F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/567,589$44.7M<0.01%+15,57213F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.484,222$38.2M0.06%+11,87313F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC477,177$37.6M0.04%+26,19913F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding449,684$35.4M+15,645Timeline
Avior Wealth Management, LLC446,106$35.1M1%-179,61413F-HRTimeline
Cornerstone Planning Group LLC382,492$34.3M4.57%+30,18513F-HRTimeline
VICTORY FINANCIAL GROUP, LLC431,977$34M4.18%+10,69413F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN413,728$32.6M0.01%-5,72013F-HR/ATimelineGroup
Orgel Wealth Management, LLC291,617$23M0.49%+38013F-HRTimeline
Arax Advisory Partners289,294$22.8M0.64%+16,15313F-HRTimeline
Cosner Financial Group, LLC273,465$21.5M11.83%+3,02113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA269,419$21.2M<0.01%-88413F-HRTimelineGroup
BEAM WEALTH ADVISORS, INC.260,379$20.5M5.11%+219,05313F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV248,475$19.6M2.6%+48,03313F-HRTimeline
Rodgers & Associates, LTD244,308$19.2M1.96%+12,86013F-HRTimeline
IAG Wealth Partners, LLC229,955$18.1M2.02%+6,19213F-HRTimeline
CAPITAL WEALTH MANAGEMENT, LLC226,883$17.9M4.84%+28,23813F-HRTimeline
Allegheny Financial Group220,414$17.4M2.34%+58,63913F-HRTimeline
Rockport Wealth LLC210,407$16.6M3.02%-191,89613F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.206,844$16.5M0.11%-1,84413F-HRTimelineGroup
Matrix Trust Co203,880$16.1M2.67%+55613F-HRTimeline
Steele Capital Management, Inc.203,880$16.1M0.67%+55613F-HRTimeline
Bedel Financial Consulting, Inc.165,140$13M1.5%+5,81713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding161,979$12.8M-25,039Timeline
Eagle Strategies LLC161,271$12.7M1.52%+10,88413F-HRTimeline
PTM WEALTH MANAGEMENT, LLC157,049$12.7M6.71%+29,44213F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV152,746$12M0.73%-71113F-HRTimeline
GRANVILLE CAPITAL, INC.145,691$11.5M6%+11,93713F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC139,661$11M0.26%+12,08913F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV138,725$10.9M0.56%+8,89813F-HRTimeline
Vestmark Advisory Solutions, Inc.137,244$10.8M0.12%+10,85313F-HRTimeline
Cambridge Investment Research Advisors,…134,237$10.6M0.03%+9,50613F-HRTimeline
Integrated Investment Consultants, LLC133,072$10.5M2.23%+8,07813F-HRTimeline
Sigma Planning Corp129,887$10.2M0.28%+1,98213F-HRTimeline
Scott Capital Advisors, LLC114,967$9.54M1.93%+3,37313F-HRTimeline
OxenFree Capital LLC110,463$9.43M4.57%+18,62513F-HRTimeline
CWM, LLCin group CWM, LLC116,410$9.17M0.02%-79,81513F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP107,603$8.48M0.01%+6,23013F-HRTimelineGroup
Tandem Financial, LLC107,479$8.47M2.86%+42,07813F-HRTimeline
Wood Tarver Financial Group, LLC107,243$8.45M2.33%+6,97613F-HRTimeline
MGO ONE SEVEN LLC107,018$8.43M0.17%+83913F-HRTimeline
PFS Partners, LLC101,932$8.03M3.68%+3,69513F-HRTimeline
Steward Partners Investment Advisory, L…99,479$7.84M0.04%+3,17513F-HRTimeline
Certified Advisory Corp97,866$7.71M0.69%+18,19413F-HRTimeline
NewEdge Advisors, LLC92,615$7.3M0.03%+26,18513F-HR/ATimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO91,869$6.98M<0.01%+18,68213F-HR/ATimelineGroup
SILVER OAK WEALTH ADVISORS SERVICES, LLC88,437$6.97M4.52%+2,27513F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding82,887$6.53M+11,316Timeline
Ipsen Advisor Group LLC80,501$6.34M4.44%+1,48113F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …80,219$6.32M0.08%+62513F-HRTimelineGroup
DDFG, Inc77,581$6.11M1.32%+27,12513F-HRTimeline
Verde Capital Management77,518$6.11M1.31%+7,66413F-HRTimeline
Private Advisor Group, LLC72,096$5.68M0.03%-57,27413F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC70,492$5.55M1%+7,05513F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC65,661$5.17M1.68%+2,81813F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding58,319$5.02M-5,298Timeline
American Trust62,034$4.89M0.43%-45413F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.59,594$4.69M1.61%+6,51313F-HRTimeline
Chaney Capital Management, Inc.59,306$4.67M1.65%+5,05413F-HRTimeline
Cerro Pacific Wealth Advisors LLC58,311$4.59M1.2%+11,28813F-HRTimeline
Summit Asset Management, LLC57,377$4.52M0.63%-41913F-HRTimeline
Premier Private Wealth Management LLC57,289$4.51M4.76%+11,74513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…55,927$4.48M0.01%-23,57313F-HRTimeline
Kellett Wealth Advisors, LLC56,619$4.46M2.42%+2,63313F-HRTimeline
Employees' Retirement Fund of the City …55,500$4.37M1.9%013F-HRTimeline
Merit Financial Group, LLC54,568$4.3M0.03%+5,83013F-HRTimeline
&PARTNERS54,157$4.27M0.02%-2,31513F-HRTimeline
MML INVESTORS SERVICES, LLC53,405$4.21M0.01%-41,71013F-HRTimeline
Virtus Wealth Solutions LLC52,785$4.16M0.79%-51513F-HRTimeline
STEINBERGANNA WEALTH MANAGEMENT52,755$4.16M2%-3,19713F-HRTimeline
NWAM LLC51,953$4.09M0.24%+1113F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC51,612$4.07M0.19%+68613F-HRTimeline
Janney Montgomery Scott LLC50,026$3.94M0.01%+87813F-HRTimeline
Creative Planningin group Creative Planning49,724$3.92M<0.01%+1,11013F-HRTimelineGroup
James J. Burns & Company, LLC43,436$3.42M0.46%-1,12813F-HRTimeline
Black Diamond Financial, LLC42,595$3.36M0.37%-4,84013F-HRTimeline
BLAIR WILLIAM & CO/IL42,294$3.33M0.01%+15,75113F-HRTimeline
VALLEY NATIONAL ADVISERS INC40,791$3.21M0.42%+79713F-HRTimeline
Horizon Family Wealth, Inc.40,634$3.2M1.69%+13,23113F-HRTimeline
Marmo Financial Group, LLC38,935$3.07M1.52%-59813F-HRTimeline
Prospect Financial Services LLC37,922$2.99M1.82%+28913F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP37,954$2.92M<0.01%+13,25313F-HRTimelineGroup
Towne Trust Company, N.A36,941$2.91M0.93%+4,82513F-HRTimeline
Leo Wealth, LLC35,794$2.82M0.2%-56713F-HRTimeline
Capital Square, LLC31,193$2.73M1.26%+1,54113F-HRTimeline
Accel Wealth Management33,867$2.67M0.7%+4,91713F-HRTimeline
HighTower Advisors, LLC33,141$2.61M<0.01%+2,71713F-HRTimeline
Integrated Wealth Concepts LLC32,224$2.54M0.02%+29,02413F-HRTimeline
Family Legacy, Inc.32,175$2.53M0.76%-6,52613F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO32,050$2.52M0.27%+3413F-HRTimeline
Ignite Planners, LLC31,833$2.5M0.39%+14713F-HRTimeline
Caliber Wealth Management, LLC / KS31,182$2.46M0.27%-1,14313F-HRTimeline
AIRE ADVISORS, LLC31,179$2.46M0.45%-19713F-HRTimeline
Kingsview Wealth Management, LLC30,306$2.39M0.03%+713F-HRTimeline
LRI Investments, LLC29,730$2.34M0.21%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC29,136$2.3M0.03%-1,70613F-HRTimelineGroup
Sovran Advisors, LLC25,272$2.22M0.17%+25213F-HRTimeline
Horizon Investment Services, LLC26,930$2.12M0.74%+6,84013F-HRTimeline
GHP Investment Advisors, Inc.26,782$2.11M0.09%-17513F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV26,733$2.11M<0.01%-83113F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC26,373$2.08M<0.01%+7,30313F-HRTimelineGroup
RHODES INVESTMENT ADVISORS INC /ADV26,175$2.06M1.78%-1,27013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC26,098$2.06M<0.01%+3,46013F-HRTimelineGroup
Visionary Wealth Advisors25,734$2.03M0.09%-4613F-HRTimeline
United Advisor Group, LLC25,050$1.97M0.24%+2,93813F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.22,340$1.76M0.16%+41913F-HRTimelineGroup
Faithward Advisors, LLC22,310$1.76M0.25%+8,63913F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC22,158$1.75M0.03%-29313F-HRTimeline
Courage Miller Partners, LLC22,107$1.74M0.49%-13813F-HRTimeline
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…21,603$1.7M0.23%-77513F-HRTimeline
Nilsine Partners, LLC19,445$1.7M0.13%-2,77113F-HRTimeline
McAdam, LLC21,500$1.69M0.08%+2,02213F-HRTimeline
PCA Investment Advisory Services Inc.21,095$1.66M0.55%+1013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…20,726$1.63M<0.01%+78413F-HRTimelineGroup
LIBERTY SQUARE WEALTH PARTNERS LLC20,688$1.63M0.45%-57413F-HRTimeline
Betterment LLC20,297$1.6M<0.01%-6,77013F-HRTimeline
Ausdal Financial Partners, Inc.20,131$1.59M0.07%-1,35213F-HRTimeline
Capital Asset Advisory Services LLC17,934$1.57M0.06%-12913F-HRTimeline
Bonfire Financial19,639$1.55M1.16%-61613F-HRTimeline
Focus Financial Network, Inc.19,446$1.53M0.05%-3,40613F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.18,944$1.49M<0.01%13F-HRTimelineGroup
NOTTINGHAM ADVISORS, INC.18,682$1.47M0.19%013F-HRTimeline
AE Wealth Management LLC18,583$1.46M0.01%-2,58413F-HRTimeline
FMR LLCin group FMR LLC18,368$1.45M<0.01%+5,91513F-HRTimelineGroup
First Bank & Trust18,199$1.43M0.23%+5,05613F-HRTimeline
Farther Finance Advisors, LLC17,762$1.42M0.01%-1,29413F-HRTimeline
JIM SAULNIER & ASSOCIATES, LLC17,816$1.4M0.68%-6113F-HRTimeline
MONEY CONCEPTS CAPITAL CORP17,666$1.39M0.08%+32513F-HRTimeline
HRT FINANCIAL LP17,667$1.39M<0.01%-11,82713F-HRTimeline
Stanich Group LLC17,647$1.39M1.06%-12513F-HRTimeline
DAVENPORT & Co LLC17,395$1.37M0.01%+7,80813F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.17,374$1.37M0.02%+11,96613F-HRTimelineGroup
Perissos Private Wealth Management, LLC17,249$1.36M1.18%-89913F-HRTimeline
Equity Wealth Partners, LLC16,977$1.34M0.86%-79913F-HRTimeline
Carnegie Investment Counsel15,991$1.26M0.02%+29113F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED15,738$1.24M0.09%-12613F-HRTimeline
HF Advisory Group, LLC15,166$1.19M0.41%-41413F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC15,122$1.19M0.03%+25313F-HR/ATimeline
Neumann Capital Management, LLC15,076$1.19M0.35%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC14,387$1.13M<0.01%-41913F-HRTimelineGroup
IEQ CAPITAL, LLC14,370$1.13M0.01%-15613F-HRTimeline
HARBOUR INVESTMENTS, INC.13,856$1.09M0.02%+2,20413F-HRTimeline
KPP Advisory Services LLC13,708$1.08M0.16%-1,21413F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers13,702$1.08M<0.01%new13F-HRTimelineGroup
OneDigital Investment Advisors LLC13,645$1.07M0.01%-2,75813F-HRTimeline
Pacific Sun Financial Corp13,193$1.04M0.5%+61013F-HRTimeline
Vise Technologies, Inc.12,749$1.02M0.02%013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP12,428$979K<0.01%+18413F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC12,426$979K0.01%-2,55213F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…12,206$962K<0.01%+11,76013F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC12,107$953K0.03%+88813F-HRTimelineGroup
AdvisorNet Financial, Inc11,951$941K0.05%-33113F-HRTimeline
Integrity Wealth Partners, LLC11,720$923K0.83%13F-HRTimeline
Wilkerson Advisory Group LLC11,600$914K0.31%+56513F-HRTimeline
HRC WEALTH MANAGEMENT, LLC11,416$899K0.42%-22613F-HRTimeline
CAPTRUST FINANCIAL ADVISORS11,408$899K<0.01%-1,48013F-HRTimeline
LaFleur & Godfrey LLC11,257$887K0.11%+10413F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC11,141$878K0.01%-4313F-HRTimelineGroup
Cresset Asset Management, LLC11,114$875K<0.01%013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …11,090$874K0.02%+5,97113F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC10,930$861K0.07%013F-HRTimeline
Truepoint, Inc.10,878$857K0.02%+1,19813F-HRTimeline
GTS SECURITIES LLC10,827$853K0.03%+4,70213F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC10,797$850K0.18%+5,03313F-HRTimeline
CPWA, LLC9,306$845K1.01%13F-HRTimeline
Madison Wealth Partners, Inc10,695$842K0.13%+1,19913F-HRTimeline
Belpointe Asset Management LLC10,429$822K0.03%+31413F-HRTimeline
Cape Investment Advisory, Inc.10,351$815K0.27%-34913F-HRTimeline
Nova Wealth Management, Inc.10,227$806K0.52%-11,73913F-HRTimeline
Key Client Fiduciary Advisors, LLC9,825$774K0.27%+10413F-HRTimeline
WILLNER & HELLER, LLC9,794$771K0.57%-38613F-HRTimeline
Ponta Wealth Partners, LLC9,774$770K0.62%013F-HRTimeline
PFG Advisors9,592$756K0.04%-35613F-HRTimeline
Signal Advisors Wealth, LLC9,518$750K0.05%+20013F-HRTimeline
Independent Advisor Alliance9,444$744K0.01%new13F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP9,420$742K<0.01%-6613F-HRTimelineGroup
KEYVANTAGE WEALTH, LLC9,397$740K0.33%-27613F-HRTimeline
Financial Freedom, LLC9,300$733K0.36%+913F-HRTimeline
World Investment Advisors9,149$721K0.01%+21513F-HRTimeline
AtlasMark Financial, Inc9,000$719K0.46%013F-HRTimeline
Sentinel Advisory Group, LLC9,000$709K0.35%13F-HRTimeline
Regal Investment Advisors LLC8,947$705K0.04%+70713F-HRTimeline
IHT Wealth Management, LLC8,889$700K0.02%-12513F-HRTimeline
MAI Capital Management8,838$696K<0.01%+1,42613F-HRTimeline
Compound Planning, Inc.8,522$671K0.02%-81713F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth8,743$669K<0.01%+88713F-HRTimelineGroup
Mutual Advisors, LLC8,392$661K0.01%+1713F-HRTimeline
IBEX WEALTH ADVISORS8,383$660K0.06%new13F-HRTimeline
Ridgewood Investments LLC8,245$649K0.27%13F-HRTimeline
MLP3, LLC8,147$642K0.71%-16213F-HRTimeline
Michels Family Financial, LLC8,047$634K0.46%-14013F-HRTimeline
Addison Advisors LLC8,035$633K0.14%+48513F-HRTimeline