iShares Morningstar Mid-CapIMCGETF
13F holders, Q4 2025 (December 31)396holders +40
44new positions
19sold out
2famous investors
$79.91avg. 13F price*
At the end of Q4 2025, 396 institutions reported holding iShares Morningstar Mid-Cap (IMCG) in their 13F filings, up 40 from Q3 2025. 44 opened new positions and 19 sold out. The largest holders were Vantagepoint Investment Advisers LLC ($246.0M), LPL Financial LLC ($195.5M) and Morgan Stanley ($91.8M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- iShares Morningstar Mid-Cap
- CUSIP
- 464288307
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 44 | $45.9M |
| Exits | 19 | $30.2M |
All 13F filers, Q3 2025 → Q4 2025: 1,684,764 shares bought and 1,626,954 shares sold, net +57,810 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 396 holders
| Vantagepoint Investment Advisers LLC | 1.98% | Reduce -1.2% | 3,080,936 | $246.0M |
| LPL Financial LLC | 0.05% | Add +7.0% | 2,448,326 | $195.5M |
| Morgan Stanley | 0.01% | Add +10.0% | 1,149,360 | $91.8M |
| Raymond James Financial Inc. | 0.02% | Reduce -3.5% | 967,995 | $77.3M |
| Cetera Investment Advisers | 0.08% | Add +7.6% | 916,927 | $73.2M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Add +4.5% | 841,443 | $67.2M |
| Ameriprise Financial Inc. | 0.01% | Reduce -44.0% | 809,912 | $64.7M |
| Avior Wealth Management, LLC | 1.56% | Reduce -1.5% | 625,720 | $50.0M |
| Commonwealth Equity Services, LLC | 0.06% | Reduce -9.7% | 563,087 | $45.0M |
| Bank of America Corp. | 0.00% | Add +22.0% | 552,017 | $44.1M |
| Osaic Holdings, Inc. | 0.06% | Reduce -9.5% | 472,349 | $37.7M |
| Mariner, LLC | 0.04% | Add +24.7% | 450,978 | $36.0M |
| UBS Group AG | 0.01% | Reduce -6.8% | 433,109 | $34.6M |
| Victory Financial Group, LLC | 4.23% | Add +2.1% | 421,283 | $33.6M |
| Wells Fargo & Company | 0.01% | Reduce -1.2% | 419,448 | $33.5M |
| Rockport Wealth LLC | 6.25% | Reduce -0.5% | 402,303 | $32.1M |
| Cornerstone Planning Group LLC | 4.59% | Reduce -2.4% | 352,307 | $29.4M |
| Orgel Wealth Management, LLC | 0.51% | Add +0.3% | 291,237 | $23.3M |
| Arax Advisory Partners | 0.63% | New | 273,141 | $21.8M |
| Cosner Financial Group, LLC | 11.02% | Add +0.7% | 270,444 | $21.6M |
| Royal Bank of Canada | 0.00% | Reduce -13.8% | 270,303 | $21.6M |
| Rodgers & Associates, LTD | 1.87% | Add +2.3% | 231,448 | $18.5M |
| IAG Wealth Partners, LLC | 2.07% | Add +6.2% | 223,763 | $17.9M |
| Equitable Holdings, Inc. | 0.11% | Reduce -2.7% | 208,688 | $16.7M |
| Steele Capital Management, Inc. | 0.70% | Add +0.7% | 203,324 | $16.2M |
| Matrix Trust Co | 2.68% | Add +0.7% | 203,324 | $16.2M |
| Eclectic Associates Inc. | 2.50% | Add +47.2% | 200,442 | $16.0M |
| Capital Wealth Management, LLC | 5.12% | Add +12.2% | 198,645 | $15.9M |
| Cwm, LLC | 0.04% | Add +2.0% | 196,225 | $15.7M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -3.7% | 184,438 | $14.7M |
| Allegheny Financial Group | 1.91% | Add +8.0% | 161,775 | $12.9M |
| Bedel Financial Consulting, Inc. | 1.37% | Add +2.7% | 159,323 | $12.7M |
| Creative Financial Designs Inc. | 0.77% | Add +3.1% | 153,457 | $12.3M |
| Eagle Strategies LLC | 1.53% | Add +8.5% | 150,387 | $12.0M |
| Granville Capital, Inc. | 5.67% | — | 133,754 | $10.7M |
| PTM Wealth Management, LLC | 5.88% | Add +3.8% | 127,607 | $10.4M |
| Nations Financial Group Inc, /Ia/ | 0.55% | Add +7.3% | 129,827 | $10.4M |
| Private Advisor Group, LLC | 0.05% | Reduce -5.8% | 129,370 | $10.3M |
| Sigma Planning Corp | 0.28% | Add +1.9% | 127,905 | $10.2M |
| Elevation Point Wealth Partners, LLC | 0.49% | Add +76.6% | 127,572 | $10.2M |
| Vestmark Advisory Solutions, Inc. | 0.14% | Add +77.5% | 126,391 | $10.1M |
| Integrated Investment Consultants, LLC | 1.96% | Reduce -2.0% | 124,994 | $10.0M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Reduce -9.5% | 124,731 | $10.0M |
| Scott Capital Advisors, LLC | 1.97% | Add +1.3% | 111,594 | $8.9M |
| Mgo One Seven LLC | 0.17% | Add +7.8% | 106,179 | $8.5M |
| Truist Financial Corp. | 0.01% | Reduce -1.0% | 101,373 | $8.1M |
| Wood Tarver Financial Group, LLC | 2.25% | Add +3.7% | 100,267 | $8.0M |
| PFS Partners, LLC | 3.60% | Add +1.1% | 98,237 | $7.8M |
| Steward Partners Investment Advisory, LLC | 0.04% | Add +5.8% | 96,304 | $7.7M |
| MML Investors Services, LLC | 0.02% | Add +10.6% | 95,115 | $7.6M |
| OxenFree Capital LLC | 3.85% | Add +5.9% | 91,838 | $7.3M |
| Silver Oak Wealth Advisors Services, LLC | 4.44% | Add +0.6% | 86,162 | $6.9M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +0.6% | 79,500 | $6.6M |
| Certified Advisory Corp | 0.58% | Add +5.4% | 79,672 | $6.4M |
| Oppenheimer & Co. Inc. | 0.09% | Add +9.0% | 79,594 | $6.4M |
| Ipsen Advisor Group LLC | 4.48% | Add +0.5% | 79,020 | $6.3M |
| JPMorgan Chase & Co. | 0.00% | Reduce -0.6% | 73,187 | $5.8M |
| Verde Capital Management | 1.19% | Add +3.6% | 69,854 | $5.6M |
| NewEdge Advisors, LLC | 0.02% | Add +0.6% | 66,430 | $5.3M |
| Marino, Stram & Associates LLC | 0.92% | Add +11.3% | 63,437 | $5.1M |
| Castle Wealth Management LLC | 1.66% | Add +0.9% | 62,843 | $5.0M |
| American Trust | 0.42% | Reduce -43.8% | 62,488 | $5.0M |
| Tandem Financial, LLC | 5.97% | Reduce -30.6% | 65,401 | $4.9M |
| Kestra Advisory Services, LLC | 0.02% | Add +2.3% | 60,210 | $4.8M |
| Summit Asset Management, LLC | 0.65% | Reduce -1.7% | 57,796 | $4.6M |
| &partners | 0.02% | Reduce -0.3% | 56,472 | $4.5M |
| Steinberganna Wealth Management | 2.09% | Reduce -3.5% | 55,952 | $4.5M |
| Employees' Retirement Fund of the City of Fort Worth | 1.98% | Reduce -50.6% | 55,500 | $4.4M |
| Chaney Capital Management, Inc. | 1.49% | Add +1.9% | 54,252 | $4.3M |
| Nwam LLC | 0.24% | Add +0.0% | 51,942 | $4.3M |
| Kellett Wealth Advisors, LLC | 2.46% | Add +2.0% | 53,986 | $4.3M |
| Virtus Wealth Solutions LLC | 0.81% | Reduce -0.2% | 53,300 | $4.3M |
| Denver Wealth Management, Inc. | 1.50% | Add +11.3% | 53,081 | $4.2M |
| Kingswood Wealth Advisors, LLC | 0.20% | Add +0.1% | 50,926 | $4.1M |
| DDFG, Inc | 0.88% | Add +4.3% | 50,456 | $4.0M |
| Janney Montgomery Scott LLC | 0.01% | Add +0.3% | 49,148 | $3.9M |
| Merit Financial Group, LLC | 0.03% | Reduce -1.6% | 48,738 | $3.9M |
| Creative Planning | 0.00% | Add +20.3% | 48,614 | $3.9M |
| Black Diamond Financial, LLC | 0.40% | Reduce -6.6% | 47,435 | $3.8M |
| Premier Private Wealth Management LLC | 3.90% | — | 45,544 | $3.8M |
| Cerro Pacific Wealth Advisors LLC | 1.01% | Add +13.5% | 47,023 | $3.8M |
| Rovin Capital /Ut/ | 0.99% | Add +6.1% | 46,606 | $3.7M |
| Diversify Wealth Management, LLC | 0.17% | Add +5.3% | 43,797 | $3.6M |
| James J. Burns & Company, LLC | 0.49% | Add +12.4% | 44,564 | $3.6M |
| Beam Wealth Advisors, Inc. | 0.91% | Add +4.1% | 41,326 | $3.3M |
| Valley National Advisers Inc. | 0.44% | Reduce -3.5% | 39,994 | $3.2M |
| Marmo Financial Group, LLC | 1.49% | Reduce -4.6% | 39,533 | $3.2M |
| Family Legacy, Inc. | 0.93% | Add +2.9% | 38,701 | $3.1M |
| Two Sigma Investments, LP | 0.00% | New | 37,700 | $3.0M |
| Prospect Financial Services LLC | 1.73% | Add +2.4% | 37,633 | $3.0M |
| Leo Wealth, LLC | 0.21% | New | 36,361 | $2.9M |
| Ignite Planners, LLC | 0.40% | Add +9.9% | 31,686 | $2.6M |
| Caliber Wealth Management, LLC / KS | 0.28% | Reduce -7.9% | 32,325 | $2.6M |
| Towne Trust Company, N.A | 0.80% | Add +62.6% | 32,116 | $2.6M |
| Summit Wealth Group LLC / Co. | 0.34% | New | 32,016 | $2.6M |
| Aire Advisors, LLC | 0.46% | Add +0.1% | 31,376 | $2.5M |
| Principal Securities, Inc. | 0.04% | Add +1.4% | 30,842 | $2.5M |
| HighTower Advisors, LLC | 0.00% | Reduce -0.1% | 30,424 | $2.4M |
| Kingsview Wealth Management, LLC | 0.03% | Add +3.8% | 30,299 | $2.4M |
| LRI Investments, LLC | 0.19% | No change | 29,730 | $2.4M |
| Capital Square, LLC | 1.21% | Reduce -1.4% | 29,652 | $2.4M |
| HRT Financial LP | 0.01% | New | 29,494 | $2.4M |
| Accel Wealth Management | 0.63% | Add +8.9% | 28,950 | $2.3M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -21.3% | 27,564 | $2.2M |
| Rhodes Investment Advisors Inc. | 1.77% | — | 27,445 | $2.2M |
| Horizon Family Wealth, Inc. | 1.17% | Add +611.4% | 27,403 | $2.2M |
| Betterment LLC | 0.00% | Add +7.1% | 27,067 | $2.2M |
| GHP Investment Advisors, Inc. | 0.09% | Reduce -0.6% | 26,957 | $2.2M |
| Blair William & Co. | 0.01% | Add +6.2% | 26,543 | $2.1M |
| Sovran Advisors, LLC | 0.18% | Reduce -10.6% | 25,020 | $2.1M |
| Visionary Wealth Advisors | 0.09% | Reduce -13.4% | 25,780 | $2.1M |
| Jones Financial Companies LLLP | 0.00% | Add +28.8% | 24,701 | $2.0M |
| Focus Financial Network, Inc. | 0.06% | Add +2.9% | 22,852 | $1.8M |
| Goldman Sachs Group Inc. | 0.00% | Add +1.3% | 22,638 | $1.8M |
| Sagespring Wealth Partners, LLC | 0.03% | Add +0.4% | 22,451 | $1.8M |
| Hunter Associates Investment Management LLC | 0.24% | Reduce -1.1% | 22,378 | $1.8M |
| Courage Miller Partners, LLC | 0.53% | Reduce -3.8% | 22,245 | $1.8M |
| Nilsine Partners, LLC | 0.15% | Add +28.3% | 22,216 | $1.8M |
| United Advisor Group, LLC | 0.23% | Reduce -6.2% | 22,112 | $1.8M |
| Nova Wealth Management, Inc. | 1.20% | Add +0.5% | 21,966 | $1.8M |
| Hilltop Holdings Inc. | 0.11% | Reduce -0.3% | 21,921 | $1.8M |
| Ausdal Financial Partners, Inc. | 0.08% | Reduce -1.6% | 21,483 | $1.7M |
| Liberty Square Wealth Partners LLC | 0.48% | Add +0.0% | 21,262 | $1.7M |
| AE Wealth Management LLC | 0.01% | Add +1416.3% | 21,167 | $1.7M |
| PCA Investment Advisory Services Inc. | 0.59% | Add +0.6% | 21,085 | $1.7M |
| Diversify Advisory Services, LLC | 0.05% | Add +3.7% | 19,820 | $1.7M |
| Bonfire Financial | 1.21% | Reduce -2.5% | 20,255 | $1.6M |
| Horizon Investment Services, LLC | 0.58% | Add +1.6% | 20,090 | $1.6M |
| PNC Financial Services Group, Inc. | 0.00% | No change | 19,942 | $1.6M |
| McAdam, LLC | 0.07% | Reduce -1.2% | 19,478 | $1.6M |
| Lloyd Advisory Services, LLC. | 0.59% | New | 19,184 | $1.5M |
| Jane Street Group, LLC | 0.00% | New | 19,070 | $1.5M |
| Farther Finance Advisors, LLC | 0.02% | Add +228.7% | 19,056 | $1.5M |
| Capital Asset Advisory Services LLC | 0.06% | Add +3.9% | 18,063 | $1.5M |
| Nottingham Advisors, Inc. | 0.21% | No change | 18,682 | $1.5M |
| Perissos Private Wealth Management, LLC | 1.25% | Add +0.0% | 18,148 | $1.4M |
| Axxcess Wealth Management, LLC | 0.03% | Add +3.3% | 17,996 | $1.4M |
| Jim Saulnier & Associates, LLC | 0.74% | Reduce -0.0% | 17,877 | $1.4M |
| Stanich Group LLC | 1.07% | Reduce -5.0% | 17,772 | $1.4M |
| Equity Wealth Partners, LLC | 0.92% | Reduce -0.3% | 17,776 | $1.4M |
| Money Concepts Capital Corp. | 0.08% | Add +2.2% | 17,341 | $1.4M |
| CIBC Private Wealth Group LLC | 0.00% | Add +183.0% | 16,717 | $1.3M |
| OneDigital Investment Advisors LLC | 0.01% | Add +14.8% | 16,403 | $1.3M |
| Silver Oak Securities, Incorporated | 0.09% | Add +67.2% | 15,864 | $1.3M |
| Carnegie Investment Counsel | 0.02% | Add +4.2% | 15,700 | $1.3M |
| HF Advisory Group, LLC | 0.43% | Add +4.4% | 15,580 | $1.2M |
| Neumann Capital Management, LLC | 0.35% | No change | 15,076 | $1.2M |
| Benjamin Edwards Inc. | 0.01% | Add +198.3% | 14,978 | $1.2M |
| KPP Advisory Services LLC | 0.17% | Add +0.4% | 14,922 | $1.2M |
| Independent Financial Group, LLC | 0.03% | Add +9.7% | 14,869 | $1.2M |
| Citigroup Inc. | 0.00% | Reduce -3.0% | 14,806 | $1.2M |
| Ieq Capital, LLC | 0.00% | No change | 14,526 | $1.2M |
| Citadel Advisors | 0.00% | New | 14,079 | $1.1M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +96.7% | 14,060 | $1.1M |
| Faithward Advisors, LLC | 0.16% | Add +36.0% | 13,671 | $1.1M |
| First Bank & Trust | 0.17% | Add +22.4% | 13,143 | $1.0M |
| Captrust Financial Advisors | 0.00% | New | 12,888 | $1.0M |
| Vise Technologies, Inc. | 0.02% | New | 12,749 | $1.0M |
| Pacific Sun Financial Corp | 0.48% | Add +5.1% | 12,583 | $1.0M |
| FMR LLC | 0.00% | Reduce -0.8% | 12,453 | $994K |
| Global Retirement Partners, LLC | 0.02% | Reduce -41.6% | 12,292 | $981K |
| AdvisorNet Financial, Inc | 0.05% | Add +0.2% | 12,282 | $981K |
| Stifel Financial Corp. | 0.00% | Add +1.4% | 12,244 | $978K |
| Comerica Bank | 0.00% | Reduce -40.8% | 11,839 | $945K |
| Harbour Investments, Inc. | 0.02% | Add +16.1% | 11,652 | $930K |
| HRC Wealth Management, LLC | 0.45% | Add +2.0% | 11,642 | $930K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -1.2% | 11,361 | $907K |
| Capital Analysts, LLC | 0.02% | Add +1.7% | 11,219 | $895K |
| Park Avenue Securities LLC | 0.01% | Add +47.2% | 11,184 | $893K |
| LaFleur & Godfrey LLC | 0.11% | Add +14.7% | 11,153 | $890K |
| Cresset Asset Management, LLC | 0.00% | No change | 11,114 | $887K |
| Wilkerson Advisory Group LLC | 0.31% | — | 11,035 | $881K |
| Harbor Investment Advisory, LLC | 0.07% | No change | 10,930 | $873K |
| Cape Investment Advisory, Inc. | 0.26% | New | 10,700 | $854K |
| Willner & Heller, LLC | 0.58% | Add +1.3% | 10,180 | $813K |
| Belpointe Asset Management LLC | 0.03% | Reduce -5.4% | 10,115 | $808K |
| PFG Advisors | 0.04% | Reduce -74.1% | 9,948 | $794K |
| Ponta Wealth Partners, LLC | 0.73% | — | 9,774 | $780K |
| Key Client Fiduciary Advisors, LLC | 0.27% | Add +9.3% | 9,721 | $776K |
| Truepoint, Inc. | 0.02% | Add +1.6% | 9,680 | $773K |
| Keyvantage Wealth, LLC | 0.33% | Reduce -1.0% | 9,673 | $772K |
| DAVENPORT & Co LLC | 0.00% | Add +18.8% | 9,587 | $765K |
| Madison Wealth Partners, Inc | 0.14% | Reduce -1.2% | 9,496 | $758K |
| Corient Private Wealth LP | 0.00% | Reduce -8.6% | 9,486 | $757K |
| Compound Planning, Inc. | 0.02% | Reduce -0.2% | 9,339 | $746K |
| Signal Advisors Wealth, LLC | 0.06% | Add +10.0% | 9,318 | $744K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -17.0% | 9,235 | $742K |
| Financial Freedom, LLC | 0.37% | Reduce -5.3% | 9,291 | $742K |
| Buck Wealth Strategies, LLC | 0.09% | Reduce -50.1% | 9,286 | $741K |
| Savant Capital, LLC | 0.00% | Reduce -31.5% | 9,245 | $738K |
| IHT Wealth Management, LLC | 0.02% | No change | 9,014 | $720K |
| AtlasMark Financial, Inc | 0.46% | No change | 9,000 | $719K |
| World Investment Advisors | 0.01% | New | 8,934 | $713K |
| Tower Research Capital LLC (TRC) | 0.02% | New | 8,676 | $693K |
| Onyx Bridge Wealth Group LLC | 0.07% | Reduce -20.8% | 8,591 | $686K |
| Mutual Advisors, LLC | 0.01% | Add +0.0% | 8,375 | $669K |
| MLP3, LLC | 0.72% | — | 8,309 | $663K |
| Regal Investment Advisors LLC | 0.04% | Reduce -41.5% | 8,240 | $658K |
| Michels Family Financial, LLC | 0.48% | Add +0.2% | 8,187 | $654K |
| Falcon Wealth Planning | 0.05% | No change | 7,981 | $637K |
| Focus Partners Wealth | 0.00% | Add +3.2% | 7,856 | $627K |
| Advisory Services Network, LLC | 0.01% | Add +39.3% | 7,658 | $611K |
| Mayfair Advisory Group, LLC | 0.24% | Reduce -21.2% | 7,517 | $607K |
| Addison Advisors LLC | 0.14% | No change | 7,550 | $603K |
| Clearbridge Investments, LLC | 0.00% | Reduce -1.8% | 7,420 | $592K |
| MAI Capital Management | 0.00% | Add +65.5% | 7,412 | $592K |
| MidAtlantic Capital Management, Inc. | 0.36% | Reduce -0.6% | 7,113 | $568K |
| Geneos Wealth Management Inc. | 0.01% | Add +0.1% | 7,072 | $565K |
| Evolve Private Wealth, LLC | 0.03% | — | 6,987 | $558K |
| Coldstream Capital Management Inc. | 0.01% | No change | 6,915 | $552K |
| Afg Fiduciary Services Limited Partnership | 0.33% | No change | 6,750 | $545K |
| Assetmark, Inc. | 0.00% | Reduce -1.4% | 6,823 | $545K |
| Whitaker-Myers Wealth Managers, LTD. | 0.11% | Add +1.2% | 6,675 | $533K |
| Flagstar Securities, Inc. | 0.17% | Add +0.3% | 6,524 | $521K |
| Gladstone Institutional Advisory LLC | 0.02% | Add +14.6% | 6,508 | $520K |
| Bank of Montreal | 0.00% | No change | 6,475 | $517K |
| Asset Allocation Strategies LLC | 0.09% | Reduce -8.2% | 6,396 | $511K |
| Prospera Financial Services Inc | 0.01% | Reduce -2.3% | 6,347 | $507K |
| Maripau Wealth Management LLC | 0.23% | Add +8.2% | 6,395 | $506K |
| IFP Advisors, Inc | 0.01% | Reduce -6.0% | 6,244 | $499K |
| GTS Securities LLC | 0.02% | New | 6,125 | $489K |
| Meeder Advisory Services, Inc. | 0.02% | New | 6,079 | $485K |
| CFS Investment Advisory Services, LLC | 0.04% | Reduce -2.9% | 6,052 | $483K |
| Pinnacle Associates Ltd. | 0.01% | Add +7.9% | 6,041 | $482K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.06% | Reduce -2.0% | 5,965 | $476K |
| WealthTrak Capital Management LLC | 0.33% | Reduce -0.5% | 5,780 | $461K |
| Silverlake Wealth Management LLC | 0.10% | Add +22.4% | 5,764 | $460K |
| Cerity Partners LLC | 0.00% | Reduce -14.4% | 5,651 | $451K |
| BlueChip Wealth Advisors LLC | 0.19% | Add +107.4% | 5,563 | $444K |
| Kaizen Financial Strategies | 0.20% | Add +0.3% | 5,538 | $442K |
| Fermata Advisors, LLC | 0.11% | Reduce -0.2% | 5,496 | $439K |
| Everstar Asset Management, LLC | 0.23% | No change | 5,450 | $435K |
| Stratos Wealth Partners, LTD. | 0.00% | Add +64.6% | 5,408 | $432K |
| Transcend Capital Advisors, LLC | 0.03% | No change | 5,289 | $422K |
| Westside Investment Management, Inc. | 0.07% | No change | 5,250 | $421K |
| IFG Advisory, LLC | 0.02% | Add +2.1% | 5,156 | $412K |
| Wealthcare Advisory Partners LLC | 0.01% | New | 5,119 | $409K |
| GWN Securities Inc. | 0.08% | Add +6.3% | 5,091 | $406K |
| Kaydan Wealth Management, Inc. | 0.11% | No change | 4,950 | $395K |
| Carrera Capital Advisors | 0.07% | New | 4,936 | $394K |
| Pinnacle Financial Partners, Inc. | 0.00% | — | 4,870 | $389K |
| Davis Investment Partners, LLC | 0.14% | Reduce -23.8% | 4,800 | $387K |
| D.A. Davidson & Co. | 0.00% | Add +38.8% | 4,792 | $383K |
| Blalock Williams, LLC | 0.30% | No change | 4,700 | $375K |
| Revisor Wealth Management LLC | 0.10% | Add +6.3% | 4,461 | $372K |
| American Money Management, LLC | 0.06% | No change | 4,630 | $370K |
| rebel Financial LLC | 0.16% | Add +0.0% | 4,608 | $368K |
| Asset Management Group, Inc. | 0.06% | Add +0.3% | 4,556 | $364K |
| Secure Asset Management, LLC | 0.06% | Add +6.3% | 4,536 | $362K |
| High Net Worth Advisory Group LLC | 0.08% | No change | 4,500 | $359K |
| Trilogy Capital Inc. | 0.02% | Reduce -41.5% | 4,488 | $358K |
| Journey Advisory Group, LLC | 0.03% | No change | 4,385 | $350K |
| Allworth Financial LP | 0.00% | Add +23.6% | 4,337 | $346K |
| US Bancorp \de | 0.00% | Add +1.0% | 4,335 | $346K |
| Unified Investment Management | 0.33% | Add +2.5% | 4,150 | $331K |
| WealthCare Investment Partners, LLC | 0.10% | Add +0.3% | 4,084 | $330K |
| Edge Financial Advisors LLC | 0.14% | Reduce -2.3% | 4,123 | $329K |
| LongView Wealth Management | 0.08% | Add +2.9% | 3,897 | $323K |
| Monetary Solutions, Ltd | 0.32% | — | 4,028 | $322K |
| Means Investment Co., Inc. | 0.03% | Reduce -8.0% | 4,006 | $320K |
| Liberty Wealth Management LLC | 0.04% | Reduce -20.7% | 3,930 | $314K |
| Clearstead Advisors, LLC | 0.00% | No change | 3,890 | $311K |
| Triangle Securities Wealth Management | 0.07% | Add +51.0% | 3,885 | $310K |
| Northern Capital Management, Inc. | 0.16% | No change | 3,880 | $310K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +5.0% | 3,861 | $308K |
| Richwood Investment Advisors, LLC | 0.22% | Reduce -0.7% | 3,725 | $308K |
| Compass Capital Management, Inc. | 0.02% | New | 3,840 | $307K |
| Rede Wealth, LLC | 0.10% | New | 3,786 | $302K |
| TAGStone Capital, Inc. | 0.11% | Add +0.1% | 3,753 | $300K |
| Jacobi Capital Management LLC | 0.02% | Add +5.7% | 3,719 | $297K |
| Private Trust Co. NA | 0.03% | Reduce -8.7% | 3,719 | $297K |
| International Assets Investment Management, LLC | 0.02% | New | 3,659 | $292K |
| Heartwood Wealth Advisors LLC | 0.03% | Add +70.4% | 3,649 | $291K |
| Modern Wealth Management, LLC | 0.01% | Reduce -4.3% | 3,606 | $288K |
| Susquehanna International Group, LLP | 0.00% | Reduce -87.3% | 3,591 | $287K |
| Baird Financial Group, Inc. | 0.00% | Reduce -14.3% | 3,557 | $284K |
| Kovack Advisors, Inc. | 0.01% | New | 3,541 | $283K |
| High Falls Advisors, Inc | 0.06% | No change | 3,503 | $280K |
| Brand Asset Management Group, Inc. | 0.08% | Reduce -2.0% | 3,490 | $279K |
| Roman Butler Fullerton & Co. | 0.07% | New | 3,330 | $278K |
| Brooklyn Investment Group | 0.01% | New | 3,369 | $273K |
| Keating Financial Advisory Services, Inc. | 0.04% | — | 3,405 | $272K |
| Delta Asset Management LLC | 0.02% | No change | 3,360 | $268K |
| Johnson Investment Counsel Inc. | 0.00% | Add +0.0% | 3,354 | $268K |
| Larson Financial Group LLC | 0.01% | Reduce -21.6% | 3,292 | $263K |
| StoneX Group Inc. | 0.01% | Reduce -5.3% | 3,249 | $259K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -88.3% | 3,200 | $255K |
| Studio Investment Management LLC | 0.05% | Add +16.3% | 3,153 | $252K |
| Bogart Wealth, LLC | 0.01% | Add +0.0% | 3,111 | $248K |
| Valmark Advisers, Inc. | 0.00% | Reduce -7.1% | 3,097 | $247K |
| Kendall Capital Management | 0.05% | Add +0.1% | 3,069 | $245K |
| Evanson Asset Management, LLC | 0.01% | No change | 3,000 | $240K |
| Smartleaf Asset Management LLC | 0.01% | Add +9.2% | 2,862 | $231K |
| Milestones Private Investment Advisors LLC | 0.16% | No change | 2,884 | $230K |
| RAM Investment Partners, LLC | 0.04% | No change | 2,865 | $229K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -8.7% | 2,840 | $227K |
| Mosley Wealth Management | 0.10% | — | 2,715 | $227K |
| Procyon Advisors, LLC | 0.01% | Add +8.1% | 2,807 | $224K |
| AQR Capital Management | 0.00% | Add +10.8% | 2,797 | $223K |
| Asempa Wealth Advisors | 0.19% | — | 2,793 | $223K |
| Landing Point Financial Group, LLC | 0.11% | No change | 2,720 | $217K |
| Dahring | Cusmano LLC | 0.15% | Reduce -2.6% | 2,700 | $216K |
| Stephens Inc. | 0.00% | No change | 2,677 | $214K |
| FC Advisory LLC | 0.06% | Reduce -22.1% | 2,637 | $211K |
| Clark Asset Management, LLC | 0.02% | New | 2,625 | $210K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | New | 2,580 | $206K |
| Opal Wealth Advisors, LLC | 0.05% | No change | 2,572 | $205K |
| J.W. Cole Advisors, Inc. | 0.00% | Add +4.1% | 12,373 | $202K |
| American National Bank & Trust | 0.02% | No change | 2,512 | $201K |
| Eagle Bay Advisors LLC | 0.14% | New | 2,400 | $192K |
| TD Private Client Wealth LLC | 0.00% | Reduce -8.0% | 2,387 | $191K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +137.2% | 2,381 | $190K |
| CX Institutional | 0.01% | Add +65.8% | 2,247 | $179K |
| Pinnacle Bancorp, Inc. | 0.05% | No change | 2,215 | $177K |
| Granite Investment Partners, LLC | 0.01% | No change | 2,209 | $176K |
| City State Bank | 0.05% | No change | 2,148 | $171K |
| Tanglewood Legacy Advisors, LLC | 0.06% | No change | 2,094 | $167K |
| Parallel Advisors, LLC | 0.00% | No change | 1,848 | $148K |
| BankPlus Trust Department | 0.04% | No change | 1,752 | $140K |
| MGB Wealth Management, LLC | 0.04% | Add +27.2% | 1,654 | $132K |
| NBT Bank, N.A. | 0.01% | Reduce -3.6% | 80 | $132K |
| First Horizon Corp. | 0.01% | No change | 1,627 | $130K |
| Aptus Capital Advisors, LLC | 0.00% | Add +467.8% | 1,567 | $125K |
| Financial Perspectives, Inc | 0.03% | Add +0.3% | 1,563 | $125K |
| Provenance Wealth Advisors, LLC | 0.01% | New | 1,501 | $120K |
| Centaurus Financial, Inc. | 0.01% | Add +12.9% | 1,471 | $117K |
| Avalon Trust Co | 0.01% | Reduce -40.0% | 1,200 | $96K |
| Concord Wealth Partners | 0.01% | New | 1,076 | $86K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 930 | $74K |
| Operose Advisors LLC | 0.02% | No change | 888 | $71K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -64.5% | 867 | $69K |
| Moisand Fitzgerald Tamayo, LLC | 0.01% | No change | 774 | $62K |
| Glen Eagle Advisors, LLC | 0.01% | Add +12.5% | 772 | $62K |
| Sfam, LLC | 0.06% | — | 759 | $61K |
| Greykasell Wealth Strategies, Inc. | 0.02% | No change | 731 | $58K |
| TD Capital Management LLC | 0.01% | Add +0.1% | 723 | $58K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -0.6% | 641 | $51K |
| Sound Income Strategies, LLC | 0.00% | New | 594 | $50K |
| Flagship Harbor Advisors, LLC | 0.00% | New | 618 | $49K |
| Basepoint Wealth LLC | 0.03% | New | 589 | $47K |
| Networth Advisors, LLC | 0.03% | — | 589 | $47K |
| MCF Advisors LLC | 0.00% | No change | 550 | $44K |
| GGM Financial LLC | 0.02% | Add +0.2% | 535 | $43K |
| Kingdom Financial Group LLC. | 0.01% | New | 530 | $42K |
| Salomon & Ludwin, LLC | 0.00% | Reduce -0.8% | 513 | $42K |
| Tsfg, LLC | 0.01% | Add +0.4% | 517 | $41K |
| Richards, Merrill & Peterson, Inc. | 0.02% | New | 510 | $41K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | No change | 460 | $37K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 453 | $36K |
| Fifth Third Bancorp | 0.00% | No change | 446 | $36K |
| Oakworth Capital, Inc. | 0.00% | No change | 420 | $34K |
| St. Johns Investment Management Company, LLC | 0.01% | No change | 400 | $32K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 400 | $32K |
| Dagco, Inc. | 0.01% | New | 380 | $30K |
| Nemes Rush Group LLC | 0.00% | Add +0.3% | 366 | $29K |
| Kohmann Bosshard Financial Services, LLC | 0.00% | New | 360 | $29K |
| Lanark Financial, Inc. | 0.00% | Reduce -50.7% | 358 | $29K |
| Quaker Wealth Management, LLC | 0.01% | Add +0.3% | 337 | $27K |
| Godfrey Financial Associates, Inc. | 0.02% | — | 313 | $25K |
| Three Bearings Fiduciary Advisors, Inc. | 0.02% | — | 305 | $25K |
| YANKCOM Partnership | 0.01% | New | 300 | $24K |
| Financial Consulate, Inc. | 0.00% | No change | 297 | $24K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +39.0% | 292 | $23K |
| Cornerstone Financial Management LLC | 0.02% | — | 287 | $23K |
| SYM FINANCIAL Corp | 0.00% | New | 282 | $23K |
| Quest 10 Wealth Builders, Inc. | 0.02% | New | 263 | $21K |
| Elevation Wealth Partners, LLC | 0.01% | Add +0.4% | 254 | $20K |
| CoreCap Advisors, LLC | 0.00% | New | 254 | $20K |
| Whittier Trust Co. | 0.00% | No change | 240 | $20K |
| Wealth Watch Advisors, INC | 0.01% | No change | 230 | $18K |
| Eastern Bank | 0.00% | No change | 222 | $18K |
| Bayban | 0.02% | — | 220 | $18K |
| Archer Investment Corp | 0.00% | Reduce -47.4% | 180 | $14K |
| ORG Partners LLC | 0.00% | No change | 151 | $12K |
| Investment Counsel Co. of Nevada | 0.02% | New | 143 | $11K |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 121 | $10K |
| Biltmore Family Office, LLC | 0.00% | New | 120 | $10K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 105 | $8K |
| Caitlin John, LLC | 0.01% | No change | 102 | $8K |
| Bfsg, LLC | 0.00% | New | 100 | $8K |
| Spire Wealth Management | 0.00% | No change | 98 | $8K |
| Key Financial Inc | 0.00% | No change | 96 | $8K |
| Barnes Dennig Private Wealth Management LLC | 0.01% | No change | 78 | $6K |
| Trust Co. of Toledo NA | 0.00% | No change | 63 | $5K |
| Transamerica Financial Advisors, LLC | 0.00% | Reduce -1.6% | 61 | $5K |
| Signaturefd, LLC | 0.00% | No change | 60 | $5K |
| Asset Dedication, LLC | 0.00% | No change | 48 | $4K |
| EPG Wealth Management LLC | 0.00% | No change | 48 | $4K |
| Keystone Financial Group, Inc. | 0.00% | No change | 40 | $3K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 38 | $3K |
| one8zero8, LLC | 0.00% | New | 30 | $2K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 18 | $1K |
| Signature Equity Partners, LLC | 0.00% | — | 5 | $399 |
| Morton Brown Family Wealth, LLC | 0.00% | No change | 5 | $399 |
| Provident Wealth Management, LLC | 0.00% | No change | 1 | $80 |
| Woodard & Co. Asset Management Group Inc. | 0.00% | Reduce -92.9% | 1 | $65 |
"% of holder's portfolio" is IMCG's weight in each manager's 13F, not the share of iShares Morningstar Mid-Cap the manager owns.