IMCB

Ishares Morningstar Mid-CapETF$97.02 0.48%
UnclassifiedUSCUSIP 464288208· EOD Jul 16, 2026◍ Confluence graph
Tracked 13F Holders
123
-1 QoQ
13F Value (tracked)
$803.8M
13F Moves · latest Q
17 added
15 trimmed
Recent Filings
0

Price & smart-money activity

$97.02 0.48%5Y +50.2%
$50.43$62.94$75.45$87.96$100.472021202220232024202520268986713998912711101211791281112121517101514191423930102415231727
Hover for who · click for detailEnd-of-day closing prices52w $78.89 – $97.18
Build

Ask your agent what changed in IMCB

This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/IMCB/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for IMCB.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

Top institutional holders

123 tracked 13F filers
#FundPosition valueSharesLast moveAs ofHistory
1HighTower Advisors, LLC
$160.8M
1.9M
+4.4%
Added · +81K sh
Q1 2026
2MORGAN STANLEY
$125.9M
1.5M
+0.5%
Added · +7K sh
Q1 2026
3UBS Group AG
$113.8M
1.4M
+2.5%
Added · +33K sh
Q1 2026
4RAYMOND JAMES FINANCIAL INC
$47.5M
569K
+14%
Added · +71K sh
Q1 2026
5LPL Financial LLC
$37.2M
445K
−2.4%
Reduced · −11K sh
Q1 2026
6Sunburst Financial Group, LLC
$23.3M
242K
+9.5%
Added · +21K sh
Q2 2026
7Cetera Investment Advisers
$20.1M
241K
+1.4%
Added · +3K sh
Q1 2026
8Aptus Capital Advisors, LLC
$18.5M
222K
+90%
Added · +105K sh
Q1 2026
9WELLS FARGO & COMPANY/MN
$17.6M
211K
+3.2%
Added · +7K sh
Q1 2026
10Steele Capital Management, Inc.
$16.0M
192K
+1.2%
Added · +2K sh
Q1 2026
11Stratos Wealth Partners, LTD.
$15.7M
188K
+37%
Added · +50K sh
Q1 2026
12CREATIVE FINANCIAL DESIGNS INC /ADV
$15.6M
186K
+3.9%
Added · +7K sh
Q1 2026
13COMMONWEALTH EQUITY SERVICES, LLC
$14.7M
176K
−2.1%
Reduced · −4K sh
Q1 2026
14Fortitude Financial, LLC
$14.5M
150K
−18%
Reduced · −33K sh
Q2 2026
15AMERIPRISE FINANCIAL INC
$12.5M
149K
−7.3%
Reduced · −12K sh
Q1 2026
16OSAIC HOLDINGS, INC.
$10.0M
119K
+5.9%
Added · +7K sh
Q1 2026
17Kestra Advisory Services, LLC
$9.8M
117K
+15%
Added · +15K sh
Q1 2026
18Farther Finance Advisors, LLC
$9.6M
114K
+8.4%
Added · +9K sh
Q1 2026
19BANK OF AMERICA CORP /DE/
$9.5M
113K
+3.5%
Added · +4K sh
Q1 2026
20ROYAL BANK OF CANADA
$8.7M
104K
−2.3%
Reduced · −3K sh
Q1 2026
21MML INVESTORS SERVICES, LLC
$8.2M
98K
−20%
Reduced · −25K sh
Q1 2026
22ENVESTNET ASSET MANAGEMENT INC
$6.8M
81K
+22%
Added · +15K sh
Q1 2026
23STIFEL FINANCIAL CORP
$6.1M
73K
−1.8%
Reduced · −1K sh
Q1 2026
24YARGER WEALTH STRATEGIES, LLC
$6.3M
65K
−0.3%
Reduced · −232 sh
Q2 2026
25Gladstone Institutional Advisory LLC
$5.3M
63K
−1.1%
Reduced · −700 sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Fund activity: latest quarter

Opened (NEW)
2
funds
Added
15
funds
Reduced
15
funds
Exited
0
funds

Institutional ownership over time

124 funds+20 since Q3 2024
063125Q3 2024Q1 2025Q3 2025Q1 2026
funds holding aggregate valuelatest $797.7M

Funds that own IMCB also own

CompanyCo-held byCombined value
APPLE INCAAPL57 funds$17.1B
ISHARES CORE S&P 500 ETFIVV57 funds$15.1B
NVIDIA CORPNVDA57 funds$13.8B
MICROSOFT CORPMSFT57 funds$12.7B
AMAZON.COM INCAMZN57 funds$9.5B
VANGUARD S&P 500 ETFVOO57 funds$8.7B
VANGUARD FTSE DEVELOPED ETFVEA57 funds$6.5B
JPMORGAN CHASE & COJPM57 funds$6.4B
VANGUARD TOTAL STOCK MKT ETFVTI57 funds$6.1B
BROADCOM INCAVGO57 funds$5.7B
VANGUARD GROWTH ETFVUG57 funds$5.5B
ALPHABET INC-CL CGOOG57 funds$5.4B

Ranked by how many of IMCB's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

Browse more

13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for IMCB. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.