391 tracked 13F filers disclose a position in IMCG as of the latest SEC 13F filings, a combined $2.3B 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.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | VANTAGEPOINT INVESTMENT ADVISERS LLC | $236.8M | 3.0M | ▼−2.4% Reduced · −75K sh | Q1 2026 | |
| 2 | LPL Financial LLC | $205.1M | 2.6M | ▲+6.3% Added · +155K sh | Q1 2026 | |
| 3 | RMG Wealth Management LLC | $133.9M | 1.3M | ▲New +1.3M sh | Q2 2026 | |
| 4 | MORGAN STANLEY | $100.8M | 1.3M | ▲+11% Added · +130K sh | Q1 2026 | |
| 5 | RAYMOND JAMES FINANCIAL INC | $80.6M | 1.0M | ▲+5.7% Added · +55K sh | Q1 2026 | |
| 6 | Cetera Investment Advisers | $74.3M | 944K | ▲+2.9% Added · +27K sh | Q1 2026 | |
| 7 | AMERIPRISE FINANCIAL INC | $74.5M | 931K | ▲+15% Added · +121K sh | Q1 2026 | |
| 8 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $65.2M | 827K | ▼−1.7% Reduced · −14K sh | Q1 2026 | |
| 9 | Allegheny Financial Group | $61.2M | 622K | ▲+182% Added · +402K sh | Q2 2026 | |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC | $45.2M | 574K | ▲+1.9% Added · +11K sh | Q1 2026 | |
| 11 | BANK OF AMERICA CORP /DE/ | $44.7M | 568K | ▲+2.8% Added · +16K sh | Q1 2026 | |
| 12 | OSAIC HOLDINGS, INC. | $38.2M | 484K | ▲+2.5% Added · +12K sh | Q1 2026 | |
| 13 | Mariner, LLC | $37.6M | 477K | ▲+5.8% Added · +26K sh | Q1 2026 | |
| 14 | UBS Group AG | $35.3M | 449K | ▲+3.5% Added · +15K sh | Q1 2026 | |
| 15 | Avior Wealth Management, LLC | $35.1M | 446K | ▼−29% Reduced · −180K sh | Q1 2026 | |
| 16 | VICTORY FINANCIAL GROUP, LLC | $42.4M | 431K | ▼−0.2% Reduced · −1K sh | Q2 2026 | |
| 17 | WELLS FARGO & COMPANY/MN | $32.6M | 414K | ▼−1.4% Reduced · −6K sh | Q1 2026 | |
| 18 | Cornerstone Planning Group LLC | $37.3M | 391K | ▲+2.2% Added · +8K sh | Q2 2026 | |
| 19 | Arax Advisory Partners | $30.1M | 306K | ▲+5.7% Added · +17K sh | Q2 2026 | |
| 20 | Orgel Wealth Management, LLC | $27.9M | 284K | ▼−2.5% Reduced · −7K sh | Q2 2026 | |
| 21 | Cosner Financial Group, LLC | $27.3M | 278K | ▲+1.5% Added · +4K sh | Q2 2026 | |
| 22 | ROYAL BANK OF CANADA | $21.2M | 269K | ▼−0.3% Reduced · −884 sh | Q1 2026 | |
| 23 | ECLECTIC ASSOCIATES INC /ADV | $25.9M | 264K | ▲+6.1% Added · +15K sh | Q2 2026 | |
| 24 | CAPITAL WEALTH MANAGEMENT, LLC | $23.9M | 244K | ▲+7.3% Added · +17K sh | Q2 2026 | |
| 25 | BEAM WEALTH ADVISORS, INC. | $23.6M | 240K | ▼−7.8% Reduced · −20K sh | Q2 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.
Last quarter, 1 fund opened a new position in IMCG and 27 added to an existing one, while 17 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).
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 224 funds | $64.4B |
| MICROSOFT CORPMSFT | 223 funds | $56.7B |
| AMAZON.COM INCAMZN | 221 funds | $40.2B |
| NVIDIA CORPNVDA | 217 funds | $78.7B |
| ALPHABET INC-CL AGOOGL | 214 funds | $35.6B |
| ISHARES CORE S&P 500 ETFIVV | 209 funds | $12.2B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 209 funds | $9.4B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 209 funds | $7.7B |
| JOHNSON & JOHNSONJNJ | 208 funds | $13.0B |
| ALPHABET INC-CL CGOOG | 207 funds | $21.6B |
| JPMORGAN CHASE & COJPM | 207 funds | $16.0B |
| META PLATFORMS INC-CLASS AMETA | 203 funds | $20.8B |
Ranked by how many of IMCG's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| MUBcs | 1518 funds | $35.3B |
| EFViShares MSCI EAFE Value ETF | 1157 funds | $23.8B |
| EFGcs | 976 funds | $12.2B |
| ITAcs | 939 funds | $6.6B |
| MBBcs | 932 funds | $34.2B |
| IGSBcs | 926 funds | $15.2B |
| HYGiShares iBoxx $ High Yield Corporate Bond ETF USD Class | 888 funds | $20.2B |
| PFFcs | 884 funds | $5.0B |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for IMCG
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.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/IMCG/capital-change-brief"
Use Arkolith's capital_change_brief for IMCG. 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 IMCG. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.