137 tracked 13F filers disclose a position in IMCV as of the latest SEC 13F filings, a combined $627.9M 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 | $81.8M | 965K | ▼−4.3% Reduced · −43K sh | Q1 2026 | |
| 2 | MORGAN STANLEY | $51.8M | 611K | ▲+4.3% Added · +25K sh | Q1 2026 | |
| 3 | RAYMOND JAMES FINANCIAL INC | $37.7M | 445K | ▼−0.9% Reduced · −4K sh | Q1 2026 | |
| 4 | AMERIPRISE FINANCIAL INC | $34.6M | 408K | ▲+73% Added · +172K sh | Q1 2026 | |
| 5 | LPL Financial LLC | $31.4M | 371K | ▲+9.4% Added · +32K sh | Q1 2026 | |
| 6 | Orgel Wealth Management, LLC | $31.2M | 342K | ▼−0.3% Reduced · −912 sh | Q2 2026 | |
| 7 | Equitable Holdings, Inc. | $27.2M | 330K | ▼−0.2% Reduced · −532 sh | Q1 2026 | |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | $22.9M | 271K | ▼−7.3% Reduced · −21K sh | Q1 2026 | |
| 9 | WELLS FARGO & COMPANY/MN | $21.3M | 251K | ▼−4.0% Reduced · −11K sh | Q1 2026 | |
| 10 | Black Diamond Financial, LLC | $22.4M | 246K | ▲+13% Added · +28K sh | Q2 2026 | |
| 11 | OSAIC HOLDINGS, INC. | $19.6M | 231K | ▲+6.2% Added · +13K sh | Q1 2026 | |
| 12 | Steele Capital Management, Inc. | $17.6M | 207K | ▲+0.3% Added · +667 sh | Q1 2026 | |
| 13 | BANK OF AMERICA CORP /DE/ | $17.1M | 202K | ▼−10% Reduced · −23K sh | Q1 2026 | |
| 14 | UBS Group AG | $16.6M | 195K | ▲+0.9% Added · +2K sh | Q1 2026 | |
| 15 | Marietta Wealth Management, LLC | $12.4M | 136K | ▲+4.4% Added · +6K sh | Q2 2026 | |
| 16 | ENVESTNET ASSET MANAGEMENT INC | $10.7M | 127K | ▲+7.0% Added · +8K sh | Q1 2026 | |
| 17 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $10.5M | 124K | ▲+28% Added · +27K sh | Q1 2026 | |
| 18 | Rodgers & Associates, LTD | $11.0M | 120K | ▲+0.7% Added · +795 sh | Q2 2026 | |
| 19 | Cetera Investment Advisers | $9.3M | 110K | ▲+14% Added · +13K sh | Q1 2026 | |
| 20 | Bedel Financial Consulting, Inc. | $8.9M | 98K | ▲+7.1% Added · +6K sh | Q2 2026 | |
| 21 | ROYAL BANK OF CANADA | $8.3M | 97K | ▲+4.4% Added · +4K sh | Q1 2026 | |
| 22 | Ipsen Advisor Group LLC | $7.8M | 86K | ▲+0.7% Added · +589 sh | Q2 2026 | |
| 23 | Clark Capital Management Group, Inc. | $7.0M | 83K | ▲+1.3% Added · +1K sh | Q1 2026 | |
| 24 | GHP Investment Advisors, Inc. | $6.9M | 81K | ▼−1.6% Reduced · −1K sh | Q1 2026 | |
| 25 | DAVENPORT & Co LLC | $6.8M | 74K | ▲+6.1% Added · +4K 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, 2 funds opened a new position in IMCV and 22 added to an existing one, while 14 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 | 67 funds | $10.6B |
| MICROSOFT CORPMSFT | 66 funds | $7.6B |
| AMAZON.COM INCAMZN | 66 funds | $5.1B |
| ISHARES CORE S&P 500 ETFIVV | 64 funds | $4.5B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 64 funds | $1.5B |
| NVIDIA CORPNVDA | 63 funds | $10.1B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 63 funds | $1.7B |
| ALPHABET INC-CL AGOOGL | 62 funds | $4.6B |
| VANGUARD VALUE ETFVTV | 62 funds | $2.9B |
| VANGUARD S&P 500 ETFVOO | 62 funds | $2.9B |
| VANGUARD GROWTH ETFVUG | 61 funds | $3.0B |
| ALPHABET INC-CL CGOOG | 60 funds | $4.2B |
Ranked by how many of IMCV's institutional holders also hold each name, a cross-fund conviction signal.
No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.
No filings captured for this ticker in the live stream yet.
Connected entities for IMCV
This stock 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/IMCV/capital-change-brief"
Use Arkolith's capital_change_brief for IMCV. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for IMCV. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.