218 tracked 13F filers disclose a position in IMTM as of the latest SEC 13F filings, a combined $3.0B 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 | MERCER GLOBAL ADVISORS INC /ADV | $1.2B | 24.0M | ▲+5.0% Added · +1.2M sh | Q1 2026 | |
| 2 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $703.5M | 13.4M | ▲+12% Added · +1.4M sh | Q2 2026 | |
| 3 | RITHOLTZ WEALTH MANAGEMENT | $97.3M | 1.8M | ▲+6.0% Added · +103K sh | Q2 2026 | |
| 4 | MORGAN STANLEY | $69.7M | 1.5M | ▲+13% Added · +162K sh | Q1 2026 | |
| 5 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $52.9M | 1.1M | ▲+8.0% Added · +82K sh | Q1 2026 | |
| 6 | Symmetry Partners, LLC | $50.6M | 949K | ▲+3.3% Added · +30K sh | Q2 2026 | |
| 7 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $36.0M | 750K | ▼−2.1% Reduced · −16K sh | Q1 2026 | |
| 8 | BANK OF AMERICA CORP /DE/ | $35.2M | 732K | ▲+3.4% Added · +24K sh | Q1 2026 | |
| 9 | FMR LLC | $33.5M | 697K | ▲+11% Added · +66K sh | Q1 2026 | |
| 10 | AMERIPRISE FINANCIAL INC | $32.0M | 672K | ▼−28% Reduced · −261K sh | Q1 2026 | |
| 11 | Acropolis Investment Management, LLC | $34.1M | 640K | ▲+1.1% Added · +7K sh | Q2 2026 | |
| 12 | Mariner, LLC | $29.7M | 619K | ▲+15% Added · +82K sh | Q1 2026 | |
| 13 | ENVESTNET ASSET MANAGEMENT INC | $29.1M | 606K | ▲+13% Added · +68K sh | Q1 2026 | |
| 14 | UBS Group AG | $28.9M | 603K | ▲+9.7% Added · +53K sh | Q1 2026 | |
| 15 | GREAT VALLEY ADVISOR GROUP, INC. | $29.2M | 548K | ▲+15% Added · +72K sh | Q2 2026 | |
| 16 | Shore Point Advisors, LLC | $20.8M | 483K | ▲+6.6% Added · +30K sh | Q2 2026 | |
| 17 | Armbruster Capital Management, Inc. | $24.6M | 460K | ▲+1.6% Added · +7K sh | Q2 2026 | |
| 18 | Kathmere Capital Management, LLC | $24.3M | 456K | ▲+5.1% Added · +22K sh | Q2 2026 | |
| 19 | LPL Financial LLC | $19.4M | 403K | ▲+20% Added · +66K sh | Q1 2026 | |
| 20 | ROYAL BANK OF CANADA | $15.9M | 332K | ▲+223% Added · +229K sh | Q1 2026 | |
| 21 | ATLAS CAPITAL ADVISORS INC. | $17.3M | 324K | ▲+26% Added · +68K sh | Q2 2026 | |
| 22 | AdvisorShares Investments LLC | $17.3M | 324K | ▼−2.9% Reduced · −10K sh | Q2 2026 | |
| 23 | CABOT WEALTH MANAGEMENT INC | $17.2M | 323K | ▲+2.5% Added · +8K sh | Q2 2026 | |
| 24 | Venture Visionary Partners LLC | $16.6M | 311K | ▲+6.8% Added · +20K sh | Q2 2026 | |
| 25 | BlackRock, Inc. | $14.7M | 305K | ▼−4.6% Reduced · −15K 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 IMTM and 30 added to an existing one, while 12 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 | 111 funds | $54.8B |
| NVIDIA CORPNVDA | 110 funds | $68.1B |
| MICROSOFT CORPMSFT | 110 funds | $46.6B |
| ALPHABET INC-CL AGOOGL | 108 funds | $26.5B |
| ALPHABET INC-CL CGOOG | 106 funds | $21.2B |
| JPMORGAN CHASE & COJPM | 105 funds | $12.0B |
| AMAZON.COM INCAMZN | 104 funds | $33.2B |
| JOHNSON & JOHNSONJNJ | 104 funds | $9.8B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 102 funds | $9.3B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 102 funds | $5.6B |
| BROADCOM INCAVGO | 100 funds | $23.1B |
| META PLATFORMS INC-CLASS AMETA | 100 funds | $16.9B |
Ranked by how many of IMTM's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
Connected entities for IMTM
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/IMTM/capital-change-brief"
Use Arkolith's capital_change_brief for IMTM. 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 IMTM. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.