IMCV

Ishares Morningstar Mid-Cap$90.36 0.67%
UnclassifiedUSCUSIP 464288406· EOD Jun 5, 2026◍ Confluence graph
Tracked 13F Holders
45
+7 QoQ
13F Value (tracked)
$95.3M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentMixed
BearishBullish
13F funds (latest Q)7 adding · 5 trimming
Insider net (180d)$0

Price & smart-money activity

$90.36 0.67%5Y +41.3%
$53.42$63.50$73.59$83.67$93.75202120222023202420252026176555674476447645484315412101011813816417111812167
Hover for who · click for detailEnd-of-day closing prices52w $74.12 – $90.97
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Use IMCV data in an agent

The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.

Build

Ask your agent who owns IMCV

This stock page is the Follow view. The Build view lets your agent query IMCV owners, fund changes, insider filings, and source links through REST or MCP.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/IMCV"
Ask your agent
Use Arkolith to show who owns IMCV,
which funds added or reduced it, and which
SEC filings prove each claim.

Top institutional holders

45 tracked 13F filers
#FundPosition valueSharesLast moveAs ofHistory
1Orgel Wealth Management, LLC
$29.1M
343K
−4.3%
Reduced · −15K sh
Q1 2026
2Equitable Holdings, Inc.
$27.2M
330K
−0.2%
Reduced · −532 sh
Q1 2026
3Clark Capital Management Group, Inc.
$7.0M
83K
+1.3%
Added · +1K sh
Q1 2026
4DAVENPORT & Co LLC
$5.9M
70K
+6.0%
Added · +4K sh
Q1 2026
5EP Wealth Advisors, LLC
$3.6M
43K
−0.3%
Reduced · −129 sh
Q1 2026
6Merit Financial Group, LLC
$2.4M
28K
+1.0%
Added · +267 sh
Q1 2026
7Dynamic Advisor Solutions LLC
$2.3M
28K
+1.9%
Added · +526 sh
Q1 2026
8MML INVESTORS SERVICES, LLC
$2.3M
27K
−5.6%
Reduced · −2K sh
Q1 2026
9Kestra Advisory Services, LLC
$2.1M
25K
+200%
Added · +17K sh
Q1 2026
10DIVERSIFY WEALTH MANAGEMENT, LLC
$2.0M
23K
New
+23K sh
Q1 2026
11PRINCIPAL SECURITIES, INC.
$1.8M
21K
+3.8%
Added · +766 sh
Q1 2026
12Retirement Planning Group, LLC
$1.3M
16K
−3.2%
Reduced · −521 sh
Q1 2026
13WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
$956K
11K
−36%
Reduced · −6K sh
Q1 2026
14FLAGSHIP HARBOR ADVISORS, LLC
$640K
8K
+7.2%
Added · +505 sh
Q1 2026
15FIRST MANHATTAN CO. LLC.
$631K
7K
Held
Q1 2026
16Geneos Wealth Management Inc.
$544K
6K
+0.3%
Added · +19 sh
Q1 2026
17D.A. DAVIDSON & CO.
$523K
6K
+12%
Added · +650 sh
Q1 2026
18Vise Technologies, Inc.
$463K
6K
Held
Q1 2026
19Prime Capital Investment Advisors, LLC
$450K
5K
Held
Q1 2026
20Integrated Wealth Concepts LLC
$433K
5K
−11%
Reduced · −610 sh
Q1 2026
21Private Advisor Group, LLC
$429K
5K
+0.2%
Added · +9 sh
Q1 2026
22Willis Johnson & Associates, Inc.
$384K
5K
Held
Q1 2026
23CWM, LLC
$325K
4K
Held
Q1 2026
24FMR LLC
$314K
4K
−1.2%
Reduced · −46 sh
Q1 2026
25KESTRA PRIVATE WEALTH SERVICES, LLC
$308K
4K
+0.1%
Added · +5 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)
0
funds
Added
7
funds
Reduced
5
funds
Exited
0
funds

Insider activity (Form 4)

No Form 4 insider transactions on file yet.

Institutional ownership over time

95 funds+39 since Q2 2022
04895Q2 2022Q1 2023Q4 2023Q3 2024Q2 2025Q1 2026
funds holding aggregate valuelatest $534.6M

Funds that own IMCV also own

CompanyCo-held byCombined value
APPLE INCAAPL47 funds$14.7B
ISHARES CORE S&P 500 ETFIVV47 funds$13.5B
MICROSOFT CORPMSFT47 funds$11.4B
VANGUARD S&P 500 ETFVOO47 funds$8.4B
AMAZON.COM INCAMZN47 funds$8.0B
SS SPDR S&P 500 ETF TRUST-USSPY47 funds$7.3B
VANGUARD GROWTH ETFVUG47 funds$5.7B
JPMORGAN CHASE & COJPM47 funds$5.1B
ALPHABET INC-CL CGOOG47 funds$5.0B
BERKSHIRE HATHAWAY INC-CL BBRK/B47 funds$4.7B
META PLATFORMS INC-CLASS AMETA47 funds$4.6B
VANGUARD TOTAL STOCK MKT ETFVTI47 funds$4.5B

Ranked by how many of IMCV'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 + 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. Every panel above is one call to the Arkolith API & MCP server.