Among active 13F managers last quarter, 1 opened and 20 added, while 19 reduced; the largest holder to move was Vantagepoint Investment Advisers LLC (−4.3%).
164 tracked 13F filers disclose a position in IMCV as of the latest SEC 13F filings, a combined $648.4M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Vantagepoint Investment Advisers LLC | 965K | $81.8M | ▼−4.3% Reduced · −43K sh | Q1 2026 | |
| 2 | Morgan Stanley | 611K | $51.8M | ▲+4.3% Added · +25K sh | Q1 2026 | |
| 3 | Raymond James Financial Inc | 445K | $37.7M | ▼−0.9% Reduced · −4K sh | Q1 2026 | |
| 4 | Ameriprise Financial Inc | 408K | $34.6M | ▲+73% Added · +172K sh | Q1 2026 | |
| 5 | LPL Financial LLC | 371K | $31.4M | ▲+9.4% Added · +32K sh | Q1 2026 | |
| 6 | Orgel Wealth Management, LLC | 342K | $31.2M | ▼−0.3% Reduced · −912 sh | Q2 2026 | |
| 7 | Commonwealth Equity Services, LLC | 271K | $22.9M | ▼−7.3% Reduced · −21K sh | Q1 2026 | |
| 8 | Wells Fargo & Company | 251K | $21.3M | ▼−4.0% Reduced · −11K sh | Q1 2026 | |
| 9 | Black Diamond Financial, LLC | 246K | $22.4M | ▲+13% Added · +28K sh | Q2 2026 | |
| 10 | Osaic Holdings, Inc. | 231K | $19.6M | ▲+6.2% Added · +13K sh | Q1 2026 | |
| 11 | Steele Capital Management, Inc. | 207K | $17.6M | ▲+0.3% Added · +667 sh | Q1 2026 | |
| 12 | Bank Of America Corp | 202K | $17.1M | ▼−10% Reduced · −23K sh | Q1 2026 | |
| 13 | UBS Group AG | 195K | $16.6M | ▲+0.9% Added · +2K sh | Q1 2026 | |
| 14 | Granville Capital, Inc. | 156K | $14.3M | ▲+2.3% Added · +4K sh | Q2 2026 | |
| 15 | Marietta Wealth Management, LLC | 136K | $12.4M | ▲+4.4% Added · +6K sh | Q2 2026 | |
| 16 | swisspartners Advisors Ltd | 128K | $11.7M | ▼−0.3% Reduced · −420 sh | Q2 2026 | |
| 17 | Envestnet Asset Management Inc | 127K | $10.7M | ▲+7.0% Added · +8K sh | Q1 2026 | |
| 18 | Northwestern Mutual Wealth Management Co | 124K | $10.5M | ▲+28% Added · +27K sh | Q1 2026 | |
| 19 | Rodgers & Associates, LTD | 120K | $11.0M | ▲+0.7% Added · +795 sh | Q2 2026 | |
| 20 | Cetera Investment Advisers | 110K | $9.3M | ▲+14% Added · +13K sh | Q1 2026 | |
| 21 | Bedel Financial Consulting, Inc. | 98K | $8.9M | ▲+7.1% Added · +6K sh | Q2 2026 | |
| 22 | Royal Bank Of Canada | 97K | $8.3M | ▲+4.4% Added · +4K sh | Q1 2026 | |
| 23 | Ipsen Advisor Group LLC | 86K | $7.8M | ▲+0.7% Added · +589 sh | Q2 2026 | |
| 24 | Clark Capital Management Group, Inc. | 82K | $7.5M | ▼−0.9% Reduced · −732 sh | Q2 2026 | |
| 25 | GHP Investment Advisors, Inc. | 81K | $6.9M | ▼−1.6% 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.
Last quarter, 1 fund opened a new position in IMCV and 20 added to an existing one, while 19 reduced. 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 | Their position there |
|---|---|---|
| Apple IncAAPL | 87 funds | $13.5B |
| Microsoft CorpMSFT | 87 funds | $9.0B |
| Amazon.com IncAMZN | 85 funds | $6.7B |
| Nvidia CorpNVDA | 84 funds | $13.0B |
| Ishares Core S&P 500 ETFIVV | 83 funds | $6.2B |
| SS SPDR S&P 500 ETF Trust-USSPY | 83 funds | $2.7B |
| Alphabet Inc-CL AGOOGL | 82 funds | $6.1B |
| Vanguard Total Stock MKT ETFVTI | 82 funds | $2.2B |
| Vanguard S&P 500 ETFVOO | 81 funds | $3.7B |
| Alphabet Inc-CL CGOOG | 80 funds | $5.4B |
| Vanguard Growth ETFVUG | 80 funds | $3.5B |
| Vanguard Value ETFVTV | 80 funds | $3.2B |
Ranked by how many of IMCV's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in IMCV.
| Class | 13F holders | Value held |
|---|---|---|
| MUBcs | 1524 funds | $35.6B |
| EFViShares MSCI EAFE Value ETF | 1162 funds | $23.7B |
| EFGcs | 984 funds | $12.3B |
| ITAcs | 944 funds | $6.6B |
| MBBcs | 940 funds | $34.4B |
| IGSBcs | 932 funds | $15.3B |
| HYGiShares iBoxx $ High Yield Corporate Bond ETF USD Class | 900 funds | $20.5B |
| PFFcs | 891 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 IMCV
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/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 + quarter-over-quarter ownership changes + 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.