IMCB

Ishares Morningstar Mid-CapETF
UnclassifiedUSCUSIP 464288208◍ Confluence graph
Tracked 13F Holders
185
-50 QoQ
13F Value (tracked)
$925.8M
13F Moves · latest Q
18 added
19 trimmed
Recent Filings
15

Who owns IMCB?

185 tracked 13F filers

185 tracked 13F filers disclose a position in IMCB as of the latest SEC 13F filings, a combined $925.8M in reported value. 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.

#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
6MEANS INVESTMENT CO., INC.
$39.3M
407K
−5.8%
Reduced · −25K sh
Q2 2026
7Aptus Capital Advisors, LLC
$23.5M
243K
+9.5%
Added · +21K sh
Q2 2026
8Sunburst Financial Group, LLC
$23.3M
242K
+9.5%
Added · +21K sh
Q2 2026
9Cetera Investment Advisers
$20.1M
241K
+1.4%
Added · +3K sh
Q1 2026
10CREATIVE FINANCIAL DESIGNS INC /ADV
$20.6M
214K
+15%
Added · +27K sh
Q2 2026
11WELLS FARGO & COMPANY/MN
$17.6M
211K
+3.2%
Added · +7K sh
Q1 2026
12Stratos Wealth Partners, LTD.
$19.7M
204K
+8.3%
Added · +16K sh
Q2 2026
13Steele Capital Management, Inc.
$16.0M
192K
+1.2%
Added · +2K sh
Q1 2026
14COMMONWEALTH EQUITY SERVICES, LLC
$14.7M
176K
−2.1%
Reduced · −4K sh
Q1 2026
15Northwest Wealth Advisors, LLC
$15.8M
163K
+14%
Added · +20K sh
Q2 2026
16Fortitude Financial, LLC
$14.5M
150K
−18%
Reduced · −33K sh
Q2 2026
17AMERIPRISE FINANCIAL INC
$12.5M
149K
−7.3%
Reduced · −12K sh
Q1 2026
18MML INVESTORS SERVICES, LLC
$11.6M
120K
+22%
Added · +21K sh
Q2 2026
19OSAIC HOLDINGS, INC.
$10.0M
119K
+5.9%
Added · +7K sh
Q1 2026
20Kestra Advisory Services, LLC
$11.4M
118K
+0.4%
Added · +476 sh
Q2 2026
21Farther Finance Advisors, LLC
$9.6M
114K
+8.4%
Added · +9K sh
Q1 2026
22BANK OF AMERICA CORP /DE/
$9.5M
113K
+3.5%
Added · +4K sh
Q1 2026
23ROYAL BANK OF CANADA
$8.7M
104K
−2.3%
Reduced · −3K sh
Q1 2026
24ENVESTNET ASSET MANAGEMENT INC
$6.8M
81K
+22%
Added · +15K sh
Q1 2026
25STIFEL FINANCIAL CORP
$6.1M
73K
−1.8%
Reduced · −1K 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.

Is IMCB being bought or sold by institutions?

Last quarter, 1 fund opened a new position in IMCB and 17 added to an existing one, while 19 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
1
funds
Added
17
funds
Reduced
19
funds
Exited
0
funds

Funds that own IMCB also own

CompanyCo-held byCombined value
ISHARES CORE S&P 500 ETFIVV88 funds$5.3B
NVIDIA CORPNVDA87 funds$45.5B
APPLE INCAAPL87 funds$38.5B
MICROSOFT CORPMSFT87 funds$31.0B
VANGUARD S&P 500 ETFVOO86 funds$3.9B
ISHARES CORE S&P MIDCAP ETFIJH86 funds$1.4B
AMAZON.COM INCAMZN85 funds$20.9B
SS SPDR S&P 500 ETF TRUST-USSPY85 funds$3.2B
VANGUARD TOTAL STOCK MKT ETFVTI85 funds$3.2B
JPMORGAN CHASE & COJPM84 funds$8.1B
ISHARES CORE S&P SMALL-CAP EIJR84 funds$1.3B
ALPHABET INC-CL AGOOGL83 funds$17.8B

Ranked by how many of IMCB's institutional holders also hold each name, a cross-fund conviction signal.

Institutional ownership over time

122 funds-7 since Q3 2024
090179Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $273.1M

Recent filings

15 shown

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Connected entities for IMCB

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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.

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.