iShares Morningstar Mid-CapIMCGETF
13F holders, Q1 2026 (March 31)401holders +5
22new positions
18sold out
1famous investor
$79.09avg. 13F price*
At the end of Q1 2026, 401 institutions reported holding iShares Morningstar Mid-Cap (IMCG) in their 13F filings, up 5 from Q4 2025. 22 opened new positions and 18 sold out. The largest holders were Vantagepoint Investment Advisers LLC ($236.8M), LPL Financial LLC ($205.1M) and Morgan Stanley ($100.8M). One famous investor held it 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 22 | $4.6M |
| Exits | 18 | $9.0M |
All 13F filers, Q4 2025 → Q1 2026: 1,643,638 shares bought and 972,862 shares sold, net +670,776 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 401 holders
| Vantagepoint Investment Advisers LLC | 2.01% | Reduce -2.4% | 3,006,105 | $236.8M |
| LPL Financial LLC | 0.05% | Add +6.3% | 2,603,354 | $205.1M |
| Morgan Stanley | 0.01% | Add +11.3% | 1,279,461 | $100.8M |
| Raymond James Financial Inc. | 0.02% | Add +5.7% | 1,023,069 | $80.6M |
| Ameriprise Financial Inc. | 0.02% | Add +14.9% | 931,000 | $74.5M |
| Cetera Investment Advisers | 0.08% | Add +2.9% | 943,563 | $74.3M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Reduce -1.7% | 827,372 | $65.2M |
| Commonwealth Equity Services, LLC | 0.06% | Add +1.9% | 573,954 | $45.2M |
| Bank of America Corp. | 0.00% | Add +2.8% | 567,589 | $44.7M |
| Osaic Holdings, Inc. | 0.06% | Add +2.5% | 484,222 | $38.2M |
| Mariner, LLC | 0.04% | Add +5.8% | 477,177 | $37.6M |
| UBS Group AG | 0.01% | Add +3.5% | 448,504 | $35.3M |
| Avior Wealth Management, LLC | 1.00% | Reduce -28.7% | 446,106 | $35.1M |
| Cornerstone Planning Group LLC | 4.57% | Add +8.6% | 382,492 | $34.3M |
| Victory Financial Group, LLC | 4.18% | Add +2.5% | 431,977 | $34.0M |
| Wells Fargo & Company | 0.01% | Reduce -1.4% | 413,728 | $32.6M |
| Orgel Wealth Management, LLC | 0.49% | Add +0.1% | 291,617 | $23.0M |
| Arax Advisory Partners | 0.64% | Add +5.9% | 289,294 | $22.8M |
| Cosner Financial Group, LLC | 11.83% | Add +1.1% | 273,465 | $21.5M |
| Royal Bank of Canada | 0.00% | Reduce -0.3% | 269,419 | $21.2M |
| Beam Wealth Advisors, Inc. | 5.11% | Add +530.1% | 260,379 | $20.5M |
| Eclectic Associates Inc. | 2.60% | Add +24.0% | 248,475 | $19.6M |
| Rodgers & Associates, LTD | 1.96% | Add +5.6% | 244,308 | $19.2M |
| IAG Wealth Partners, LLC | 2.02% | Add +2.8% | 229,955 | $18.1M |
| Capital Wealth Management, LLC | 4.84% | Add +14.2% | 226,883 | $17.9M |
| Allegheny Financial Group | 2.34% | Add +36.3% | 220,414 | $17.4M |
| Rockport Wealth LLC | 3.02% | Reduce -47.7% | 210,407 | $16.6M |
| Equitable Holdings, Inc. | 0.11% | Reduce -0.9% | 206,844 | $16.5M |
| Matrix Trust Co | 2.67% | Add +0.3% | 203,880 | $16.1M |
| Steele Capital Management, Inc. | 0.67% | Add +0.3% | 203,880 | $16.1M |
| Bedel Financial Consulting, Inc. | 1.50% | Add +3.6% | 165,140 | $13.0M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -12.2% | 161,979 | $12.8M |
| Eagle Strategies LLC | 1.52% | Add +7.2% | 161,271 | $12.7M |
| PTM Wealth Management, LLC | 6.71% | Add +23.1% | 157,049 | $12.7M |
| Creative Financial Designs Inc. | 0.73% | Reduce -0.5% | 152,746 | $12.0M |
| Granville Capital, Inc. | 6.00% | Add +8.9% | 145,691 | $11.5M |
| Elevation Point Wealth Partners, LLC | 0.26% | Add +9.5% | 139,661 | $11.0M |
| Nations Financial Group Inc, /Ia/ | 0.56% | Add +6.8% | 138,725 | $10.9M |
| Vestmark Advisory Solutions, Inc. | 0.12% | Add +8.6% | 137,244 | $10.8M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +7.6% | 134,237 | $10.6M |
| Integrated Investment Consultants, LLC | 2.23% | Add +6.5% | 133,072 | $10.5M |
| Sigma Planning Corp | 0.28% | Add +1.6% | 129,887 | $10.2M |
| Scott Capital Advisors, LLC | 1.93% | Add +3.0% | 114,967 | $9.5M |
| OxenFree Capital LLC | 4.57% | Add +20.3% | 110,463 | $9.4M |
| Cwm, LLC | 0.02% | Reduce -40.7% | 116,410 | $9.2M |
| Truist Financial Corp. | 0.01% | Add +6.2% | 107,603 | $8.5M |
| Tandem Financial, LLC | 2.86% | Add +64.3% | 107,479 | $8.5M |
| Wood Tarver Financial Group, LLC | 2.33% | Add +7.0% | 107,243 | $8.4M |
| Mgo One Seven LLC | 0.17% | Add +0.8% | 107,018 | $8.4M |
| PFS Partners, LLC | 3.68% | Add +3.8% | 101,932 | $8.0M |
| Steward Partners Investment Advisory, LLC | 0.04% | Add +3.3% | 99,479 | $7.8M |
| Certified Advisory Corp | 0.69% | Add +22.8% | 97,866 | $7.7M |
| NewEdge Advisors, LLC | 0.03% | Add +39.4% | 92,615 | $7.3M |
| JPMorgan Chase & Co. | 0.00% | Add +25.5% | 91,869 | $7.0M |
| Silver Oak Wealth Advisors Services, LLC | 4.52% | Add +2.6% | 88,437 | $7.0M |
| Ipsen Advisor Group LLC | 4.44% | Add +1.9% | 80,501 | $6.3M |
| Oppenheimer & Co. Inc. | 0.08% | Add +0.8% | 80,219 | $6.3M |
| DDFG, Inc | 1.32% | Add +53.8% | 77,581 | $6.1M |
| Verde Capital Management | 1.31% | Add +11.0% | 77,518 | $6.1M |
| Private Advisor Group, LLC | 0.03% | Reduce -44.3% | 72,096 | $5.7M |
| Kestra Advisory Services, LLC | 0.02% | Add +18.8% | 71,521 | $5.6M |
| Marino, Stram & Associates LLC | 1.00% | Add +11.1% | 70,492 | $5.6M |
| Castle Wealth Management LLC | 1.68% | Add +4.5% | 65,661 | $5.2M |
| Diversify Wealth Management, LLC | 0.09% | Add +33.2% | 58,319 | $5.0M |
| American Trust | 0.43% | Reduce -0.7% | 62,034 | $4.9M |
| Denver Wealth Management, Inc. | 1.61% | Add +12.3% | 59,594 | $4.7M |
| Chaney Capital Management, Inc. | 1.65% | Add +9.3% | 59,306 | $4.7M |
| Cerro Pacific Wealth Advisors LLC | 1.20% | Add +24.0% | 58,311 | $4.6M |
| Summit Asset Management, LLC | 0.63% | Reduce -0.7% | 57,377 | $4.5M |
| Premier Private Wealth Management LLC | 4.76% | Add +25.8% | 57,289 | $4.5M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -29.6% | 55,927 | $4.5M |
| Kellett Wealth Advisors, LLC | 2.42% | Add +4.9% | 56,619 | $4.5M |
| Employees' Retirement Fund of the City of Fort Worth | 1.90% | No change | 55,500 | $4.4M |
| Merit Financial Group, LLC | 0.03% | Add +12.0% | 54,568 | $4.3M |
| &partners | 0.02% | Reduce -4.1% | 54,157 | $4.3M |
| MML Investors Services, LLC | 0.01% | Reduce -43.9% | 53,405 | $4.2M |
| Virtus Wealth Solutions LLC | 0.79% | Reduce -1.0% | 52,785 | $4.2M |
| Steinberganna Wealth Management | 2.00% | Reduce -5.7% | 52,755 | $4.2M |
| Nwam LLC | 0.24% | Add +0.0% | 51,953 | $4.1M |
| Kingswood Wealth Advisors, LLC | 0.19% | Add +1.4% | 51,612 | $4.1M |
| Janney Montgomery Scott LLC | 0.01% | Add +1.8% | 50,026 | $3.9M |
| Creative Planning | 0.00% | Add +2.3% | 49,724 | $3.9M |
| James J. Burns & Company, LLC | 0.46% | Reduce -2.5% | 43,436 | $3.4M |
| Black Diamond Financial, LLC | 0.37% | Reduce -10.2% | 42,595 | $3.4M |
| Blair William & Co. | 0.01% | Add +59.3% | 42,294 | $3.3M |
| Valley National Advisers Inc. | 0.42% | Add +2.0% | 40,791 | $3.2M |
| Horizon Family Wealth, Inc. | 1.69% | Add +48.3% | 40,634 | $3.2M |
| Marmo Financial Group, LLC | 1.52% | Reduce -1.5% | 38,935 | $3.1M |
| Prospect Financial Services LLC | 1.82% | Add +0.8% | 37,922 | $3.0M |
| Jones Financial Companies LLLP | 0.00% | Add +53.6% | 37,954 | $2.9M |
| Towne Trust Company, N.A | 0.94% | Add +15.0% | 36,941 | $2.9M |
| Leo Wealth, LLC | 0.20% | Reduce -1.6% | 35,794 | $2.8M |
| Capital Square, LLC | 1.26% | Add +5.2% | 31,193 | $2.7M |
| Accel Wealth Management | 0.70% | Add +17.0% | 33,867 | $2.7M |
| HighTower Advisors, LLC | 0.00% | Add +8.9% | 33,141 | $2.6M |
| Integrated Wealth Concepts LLC | 0.02% | Add +907.0% | 32,224 | $2.5M |
| Family Legacy, Inc. | 0.76% | Reduce -16.9% | 32,175 | $2.5M |
| Summit Wealth Group LLC / Co. | 0.27% | Add +0.1% | 32,050 | $2.5M |
| Ignite Planners, LLC | 0.39% | Add +0.5% | 31,833 | $2.5M |
| Caliber Wealth Management, LLC / KS | 0.27% | Reduce -3.5% | 31,182 | $2.5M |
| Aire Advisors, LLC | 0.45% | Reduce -0.6% | 31,179 | $2.5M |
| Kingsview Wealth Management, LLC | 0.03% | Add +0.0% | 30,306 | $2.4M |
| LRI Investments, LLC | 0.21% | No change | 29,730 | $2.3M |
| Principal Securities, Inc. | 0.03% | Reduce -5.5% | 29,136 | $2.3M |
| Sovran Advisors, LLC | 0.17% | Add +1.0% | 25,272 | $2.2M |
| Horizon Investment Services, LLC | 0.74% | Add +34.0% | 26,930 | $2.1M |
| GHP Investment Advisors, Inc. | 0.09% | Reduce -0.7% | 26,782 | $2.1M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -3.0% | 26,733 | $2.1M |
| Jane Street Group, LLC | 0.00% | Add +38.3% | 26,373 | $2.1M |
| Rhodes Investment Advisors Inc. | 1.78% | Reduce -4.6% | 26,175 | $2.1M |
| Goldman Sachs Group Inc. | 0.00% | Add +15.3% | 26,098 | $2.1M |
| Visionary Wealth Advisors | 0.09% | Reduce -0.2% | 25,734 | $2.0M |
| United Advisor Group, LLC | 0.24% | Add +13.3% | 25,050 | $2.0M |
| Hilltop Holdings Inc. | 0.16% | Add +1.9% | 22,340 | $1.8M |
| Faithward Advisors, LLC | 0.25% | Add +63.2% | 22,310 | $1.8M |
| Sagespring Wealth Partners, LLC | 0.03% | Reduce -1.3% | 22,158 | $1.7M |
| Courage Miller Partners, LLC | 0.49% | Reduce -0.6% | 22,107 | $1.7M |
| Hunter Associates Investment Management LLC | 0.23% | Reduce -3.5% | 21,603 | $1.7M |
| Nilsine Partners, LLC | 0.13% | Reduce -12.5% | 19,445 | $1.7M |
| McAdam, LLC | 0.08% | Add +10.4% | 21,500 | $1.7M |
| PCA Investment Advisory Services Inc. | 0.55% | Add +0.1% | 21,095 | $1.7M |
| PNC Financial Services Group, Inc. | 0.00% | Add +3.9% | 20,726 | $1.6M |
| Liberty Square Wealth Partners LLC | 0.45% | Reduce -2.7% | 20,688 | $1.6M |
| Betterment LLC | 0.00% | Reduce -25.0% | 20,297 | $1.6M |
| Ausdal Financial Partners, Inc. | 0.07% | Reduce -6.3% | 20,131 | $1.6M |
| Capital Asset Advisory Services LLC | 0.06% | Reduce -0.7% | 17,934 | $1.6M |
| Bonfire Financial | 1.16% | Reduce -3.0% | 19,639 | $1.5M |
| Focus Financial Network, Inc. | 0.05% | Reduce -14.9% | 19,446 | $1.5M |
| CIBC Bancorp USA Inc. | 0.00% | — | 18,944 | $1.5M |
| Nottingham Advisors, Inc. | 0.19% | No change | 18,682 | $1.5M |
| AE Wealth Management LLC | 0.01% | Reduce -12.2% | 18,583 | $1.5M |
| FMR LLC | 0.00% | Add +47.5% | 18,368 | $1.4M |
| First Bank & Trust | 0.23% | Add +38.5% | 18,199 | $1.4M |
| Farther Finance Advisors, LLC | 0.01% | Reduce -6.8% | 17,762 | $1.4M |
| Jim Saulnier & Associates, LLC | 0.68% | Reduce -0.3% | 17,816 | $1.4M |
| Money Concepts Capital Corp. | 0.08% | Add +1.9% | 17,666 | $1.4M |
| HRT Financial LP | 0.00% | Reduce -40.1% | 17,667 | $1.4M |
| Stanich Group LLC | 1.06% | Reduce -0.7% | 17,647 | $1.4M |
| DAVENPORT & Co LLC | 0.01% | Add +81.4% | 17,395 | $1.4M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +221.3% | 17,374 | $1.4M |
| Perissos Private Wealth Management, LLC | 1.18% | Reduce -5.0% | 17,249 | $1.4M |
| Equity Wealth Partners, LLC | 0.86% | Reduce -4.5% | 16,977 | $1.3M |
| Carnegie Investment Counsel | 0.02% | Add +1.9% | 15,991 | $1.3M |
| Silver Oak Securities, Incorporated | 0.09% | Reduce -0.8% | 15,738 | $1.2M |
| HF Advisory Group, LLC | 0.41% | Reduce -2.7% | 15,166 | $1.2M |
| Independent Financial Group, LLC | 0.03% | Add +1.7% | 15,122 | $1.2M |
| Neumann Capital Management, LLC | 0.35% | No change | 15,076 | $1.2M |
| Citigroup Inc. | 0.00% | Reduce -2.8% | 14,387 | $1.1M |
| Ieq Capital, LLC | 0.01% | Reduce -1.1% | 14,370 | $1.1M |
| Harbour Investments, Inc. | 0.02% | Add +18.9% | 13,856 | $1.1M |
| KPP Advisory Services LLC | 0.16% | Reduce -8.1% | 13,708 | $1.1M |
| Natixis Advisors, LLC | 0.00% | New | 13,702 | $1.1M |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -16.8% | 13,645 | $1.1M |
| Pacific Sun Financial Corp | 0.50% | Add +4.8% | 13,193 | $1.0M |
| Vise Technologies, Inc. | 0.02% | No change | 12,749 | $1.0M |
| Stifel Financial Corp. | 0.00% | Add +1.5% | 12,428 | $979K |
| Benjamin Edwards Inc. | 0.01% | Reduce -17.0% | 12,426 | $979K |
| Fifth Third Bancorp | 0.00% | Add +2636.8% | 12,206 | $962K |
| Capital Analysts, LLC | 0.03% | Add +7.9% | 12,107 | $953K |
| AdvisorNet Financial, Inc | 0.05% | Reduce -2.7% | 11,951 | $941K |
| Integrity Wealth Partners, LLC | 0.83% | — | 11,720 | $923K |
| Wilkerson Advisory Group LLC | 0.31% | Add +5.1% | 11,600 | $914K |
| HRC Wealth Management, LLC | 0.42% | Reduce -1.9% | 11,416 | $899K |
| Captrust Financial Advisors | 0.00% | Reduce -11.5% | 11,408 | $899K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +0.0% | 11,366 | $895K |
| LaFleur & Godfrey LLC | 0.11% | Add +0.9% | 11,257 | $887K |
| Park Avenue Securities LLC | 0.01% | Reduce -0.4% | 11,141 | $878K |
| Cresset Asset Management, LLC | 0.00% | No change | 11,114 | $875K |
| Wealthcare Advisory Partners LLC | 0.02% | Add +116.6% | 11,090 | $874K |
| Harbor Investment Advisory, LLC | 0.07% | No change | 10,930 | $861K |
| Truepoint, Inc. | 0.02% | Add +12.4% | 10,878 | $857K |
| GTS Securities LLC | 0.03% | Add +76.8% | 10,827 | $853K |
| Silverlake Wealth Management LLC | 0.18% | Add +87.3% | 10,797 | $850K |
| Cpwa, LLC | 1.01% | — | 9,306 | $845K |
| Madison Wealth Partners, Inc | 0.13% | Add +12.6% | 10,695 | $842K |
| Belpointe Asset Management LLC | 0.03% | Add +3.1% | 10,429 | $822K |
| Cape Investment Advisory, Inc. | 0.27% | Reduce -3.3% | 10,351 | $815K |
| Nova Wealth Management, Inc. | 0.52% | Reduce -53.4% | 10,227 | $806K |
| Key Client Fiduciary Advisors, LLC | 0.27% | Add +1.1% | 9,825 | $774K |
| Willner & Heller, LLC | 0.57% | Reduce -3.8% | 9,794 | $771K |
| Ponta Wealth Partners, LLC | 0.62% | No change | 9,774 | $770K |
| PFG Advisors | 0.04% | Reduce -3.6% | 9,592 | $756K |
| Signal Advisors Wealth, LLC | 0.05% | Add +2.1% | 9,518 | $750K |
| Independent Advisor Alliance | 0.01% | New | 9,444 | $744K |
| Corient Private Wealth LP | 0.00% | Reduce -0.7% | 9,420 | $742K |
| Keyvantage Wealth, LLC | 0.33% | Reduce -2.9% | 9,397 | $740K |
| Financial Freedom, LLC | 0.36% | Add +0.1% | 9,300 | $733K |
| World Investment Advisors | 0.01% | Add +2.4% | 9,149 | $721K |
| AtlasMark Financial, Inc | 0.46% | No change | 9,000 | $719K |
| Sentinel Advisory Group, LLC | 0.35% | — | 9,000 | $709K |
| Regal Investment Advisors LLC | 0.04% | Add +8.6% | 8,947 | $705K |
| IHT Wealth Management, LLC | 0.02% | Reduce -1.4% | 8,889 | $700K |
| MAI Capital Management | 0.00% | Add +19.2% | 8,838 | $696K |
| Compound Planning, Inc. | 0.02% | Reduce -8.8% | 8,522 | $671K |
| Focus Partners Wealth | 0.00% | Add +11.3% | 8,743 | $669K |
| Mutual Advisors, LLC | 0.01% | Add +0.2% | 8,392 | $661K |
| Ibex Wealth Advisors | 0.06% | New | 8,383 | $660K |
| Ridgewood Investments LLC | 0.27% | — | 8,245 | $649K |
| MLP3, LLC | 0.71% | Reduce -1.9% | 8,147 | $642K |
| Michels Family Financial, LLC | 0.46% | Reduce -1.7% | 8,047 | $634K |
| Addison Advisors LLC | 0.14% | Add +6.4% | 8,035 | $633K |
| Gladstone Institutional Advisory LLC | 0.02% | Add +22.6% | 7,982 | $629K |
| Onyx Bridge Wealth Group LLC | 0.07% | Reduce -7.1% | 7,979 | $629K |
| Falcon Wealth Planning | 0.04% | Reduce -1.9% | 7,831 | $617K |
| Savant Capital, LLC | 0.00% | Reduce -16.3% | 7,737 | $609K |
| Advisory Services Network, LLC | 0.01% | No change | 7,658 | $603K |
| MidAtlantic Capital Management, Inc. | 0.39% | No change | 7,113 | $560K |
| Geneos Wealth Management Inc. | 0.01% | Add +0.0% | 7,074 | $557K |
| Evolve Private Wealth, LLC | 0.03% | No change | 6,987 | $550K |
| Susquehanna International Group, LLP | 0.00% | Add +92.3% | 6,907 | $544K |
| Afg Fiduciary Services Limited Partnership | 0.32% | No change | 6,750 | $544K |
| Clearbridge Investments, LLC | 0.00% | Reduce -8.3% | 6,804 | $536K |
| Maripau Wealth Management LLC | 0.23% | Add +3.4% | 6,614 | $521K |
| Whitaker-Myers Wealth Managers, LTD. | 0.10% | Reduce -2.0% | 6,540 | $515K |
| Bank of Montreal | 0.00% | No change | 6,475 | $510K |
| IFP Advisors, Inc | 0.01% | Add +2.1% | 6,373 | $502K |
| Buck Wealth Strategies, LLC | 0.06% | Reduce -32.7% | 6,248 | $492K |
| Mayfair Advisory Group, LLC | 0.17% | Reduce -18.0% | 6,164 | $486K |
| Prospera Financial Services Inc | 0.01% | Reduce -3.1% | 6,151 | $485K |
| Flagstar Securities, Inc. | 0.17% | Reduce -6.0% | 6,130 | $483K |
| Asset Allocation Strategies LLC | 0.08% | Reduce -6.9% | 5,955 | $469K |
| Kaizen Financial Strategies | 0.20% | Reduce -1.5% | 5,456 | $467K |
| WealthTrak Capital Management LLC | 0.33% | Add +2.3% | 5,915 | $466K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.06% | Reduce -2.0% | 5,845 | $460K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -18.8% | 5,614 | $442K |
| Pinnacle Associates Ltd. | 0.01% | Reduce -7.3% | 5,597 | $441K |
| D.A. Davidson & Co. | 0.00% | Add +12.2% | 5,378 | $424K |
| Fermata Advisors, LLC | 0.10% | Reduce -2.1% | 5,378 | $424K |
| Transcend Capital Advisors, LLC | 0.03% | No change | 5,289 | $417K |
| GWN Securities Inc. | 0.08% | Add +3.0% | 5,246 | $413K |
| Westside Investment Management, Inc. | 0.06% | Reduce -2.9% | 5,100 | $405K |
| Brooklyn Investment Group | 0.01% | Add +50.8% | 5,079 | $400K |
| Revisor Wealth Management LLC | 0.11% | Add +13.6% | 5,067 | $399K |
| Kaydan Wealth Management, Inc. | 0.13% | No change | 4,950 | $390K |
| Pinnacle Financial Partners, Inc. | 0.00% | No change | 4,870 | $384K |
| Davis Investment Partners, LLC | 0.13% | No change | 4,800 | $378K |
| Assetmark, Inc. | 0.00% | Reduce -30.4% | 4,747 | $374K |
| Blalock Williams, LLC | 0.29% | No change | 4,700 | $370K |
| Triangle Securities Wealth Management | 0.08% | Add +20.4% | 4,679 | $369K |
| Trust Point Inc. | 0.03% | New | 4,651 | $366K |
| StoneX Group Inc. | 0.02% | Add +42.7% | 4,635 | $365K |
| American Money Management, LLC | 0.06% | No change | 4,630 | $365K |
| rebel Financial LLC | 0.16% | Reduce -0.4% | 4,588 | $361K |
| Everstar Asset Management, LLC | 0.19% | Reduce -16.0% | 4,580 | $361K |
| Asset Management Group, Inc. | 0.06% | Add +0.1% | 4,563 | $359K |
| High Net Worth Advisory Group LLC | 0.08% | No change | 4,500 | $354K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -49.0% | 4,423 | $348K |
| Journey Advisory Group, LLC | 0.03% | No change | 4,385 | $345K |
| LexAurum Advisors, LLC | 0.04% | — | 4,356 | $343K |
| LongView Wealth Management | 0.09% | Add +3.0% | 4,015 | $343K |
| Cerity Partners LLC | 0.00% | Reduce -23.2% | 4,342 | $342K |
| US Bancorp \de | 0.00% | No change | 4,335 | $341K |
| Secure Asset Management, LLC | 0.05% | Reduce -4.7% | 4,321 | $340K |
| Unified Investment Management | 0.35% | Add +3.3% | 4,285 | $338K |
| Carrera Capital Advisors | 0.05% | Reduce -13.4% | 4,276 | $337K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -54.2% | 4,232 | $331K |
| WealthCare Investment Partners, LLC | 0.09% | Add +0.1% | 4,090 | $328K |
| Means Investment Co., Inc. | 0.03% | Add +2.5% | 4,108 | $324K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +6.1% | 4,098 | $323K |
| Liberty Wealth Management LLC | 0.04% | Add +2.6% | 4,032 | $318K |
| Monetary Solutions, Ltd | 0.31% | Add +0.0% | 4,029 | $317K |
| Jacobi Capital Management LLC | 0.02% | Add +6.3% | 3,952 | $311K |
| Heartwood Wealth Advisors LLC | 0.03% | Add +8.1% | 3,946 | $311K |
| Clearstead Advisors, LLC | 0.00% | No change | 3,890 | $306K |
| Northern Capital Management, Inc. | 0.15% | No change | 3,880 | $306K |
| TAGStone Capital, Inc. | 0.11% | Add +3.0% | 3,865 | $304K |
| Compass Capital Management, Inc. | 0.02% | No change | 3,840 | $302K |
| Rede Wealth, LLC | 0.11% | No change | 3,786 | $298K |
| Richwood Investment Advisors, LLC | 0.23% | No change | 3,725 | $293K |
| Modern Wealth Management, LLC | 0.01% | Add +1.7% | 3,668 | $293K |
| CFS Investment Advisory Services, LLC | 0.02% | Reduce -44.6% | 3,350 | $292K |
| Trilogy Capital Inc. | 0.01% | Reduce -18.6% | 3,652 | $288K |
| Studio Investment Management LLC | 0.05% | Add +14.0% | 3,594 | $283K |
| Private Trust Co. NA | 0.03% | Reduce -4.3% | 3,561 | $281K |
| Brand Asset Management Group, Inc. | 0.07% | No change | 3,490 | $275K |
| Meeder Advisory Services, Inc. | 0.01% | Reduce -42.6% | 3,487 | $275K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -75.3% | 3,479 | $274K |
| Roman Butler Fullerton & Co. | 0.07% | Reduce -1.8% | 3,269 | $272K |
| Keating Financial Advisory Services, Inc. | 0.04% | No change | 3,405 | $268K |
| FCG Investment Co | 0.12% | — | 3,390 | $267K |
| Strategic Financial Concepts, LLC | 0.07% | New | 3,386 | $267K |
| Delta Asset Management LLC | 0.02% | No change | 3,360 | $265K |
| Stephens Inc. | 0.00% | Add +23.3% | 3,300 | $260K |
| Johnson Investment Counsel Inc. | 0.00% | Reduce -2.3% | 3,276 | $258K |
| Baird Financial Group, Inc. | 0.00% | Reduce -10.1% | 3,198 | $252K |
| Sanctuary Advisors, LLC | 0.00% | New | 3,197 | $252K |
| Innova Wealth Partners | 0.12% | New | 3,170 | $250K |
| Valmark Advisers, Inc. | 0.00% | Add +2.0% | 3,158 | $249K |
| Kendall Capital Management | 0.05% | Add +0.1% | 3,071 | $242K |
| Keel Point, LLC | 0.02% | New | 3,044 | $240K |
| Allworth Financial LP | 0.00% | Reduce -30.7% | 3,006 | $237K |
| Evanson Asset Management, LLC | 0.01% | No change | 3,000 | $236K |
| Smartleaf Asset Management LLC | 0.01% | Add +7.3% | 3,071 | $233K |
| Larson Financial Group LLC | 0.01% | Reduce -10.6% | 2,942 | $232K |
| RAM Investment Partners, LLC | 0.04% | No change | 2,865 | $226K |
| Mosley Wealth Management | 0.10% | Add +0.0% | 2,716 | $225K |
| Asempa Wealth Advisors | 0.19% | Add +0.1% | 2,795 | $223K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -0.6% | 2,824 | $222K |
| Bogart Wealth, LLC | 0.01% | Reduce -9.5% | 2,815 | $222K |
| AQR Capital Management | 0.00% | Reduce -0.0% | 2,796 | $220K |
| Landing Point Financial Group, LLC | 0.10% | No change | 2,720 | $214K |
| Dahring | Cusmano LLC | 0.13% | Add +0.2% | 2,705 | $213K |
| Lido Advisors, LLC | 0.00% | New | 2,674 | $211K |
| Breakwater Capital Group | 0.03% | New | 2,643 | $208K |
| FC Advisory LLC | 0.06% | No change | 2,637 | $208K |
| BlueChip Wealth Advisors LLC | 0.09% | Reduce -52.7% | 2,629 | $207K |
| Clark Asset Management, LLC | 0.02% | No change | 2,625 | $207K |
| Procyon Advisors, LLC | 0.01% | Reduce -7.5% | 2,596 | $204K |
| Opal Wealth Advisors, LLC | 0.05% | No change | 2,572 | $203K |
| American National Bank & Trust | 0.02% | No change | 2,512 | $198K |
| TD Private Client Wealth LLC | 0.00% | Reduce -0.6% | 2,372 | $187K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -0.6% | 2,368 | $187K |
| Granite Investment Partners, LLC | 0.01% | Add +0.1% | 2,210 | $174K |
| City State Bank | 0.04% | No change | 2,148 | $169K |
| Tanglewood Legacy Advisors, LLC | 0.06% | No change | 2,094 | $165K |
| CX Institutional | 0.01% | Reduce -8.1% | 2,064 | $163K |
| Parallel Advisors, LLC | 0.00% | No change | 1,848 | $146K |
| BankPlus Trust Department | 0.04% | No change | 1,752 | $138K |
| Pinnacle Bancorp, Inc. | 0.04% | Reduce -20.9% | 1,751 | $138K |
| NBT Bank, N.A. | 0.01% | Add +1965.0% | 1,652 | $130K |
| First Horizon Corp. | 0.01% | No change | 1,627 | $128K |
| Financial Perspectives, Inc | 0.03% | Add +0.1% | 1,565 | $123K |
| Owl Creek Wealth Partners LLC | 0.04% | — | 1,550 | $122K |
| Centaurus Financial, Inc. | 0.01% | Add +0.1% | 1,472 | $116K |
| Avalon Trust Co | 0.01% | No change | 1,200 | $95K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +26.9% | 1,180 | $93K |
| Provenance Wealth Advisors, LLC | 0.01% | Reduce -31.1% | 1,034 | $81K |
| Synergy Investment Management, LLC | 0.03% | New | 980 | $77K |
| Franklin Resources Inc. | 0.00% | New | 956 | $75K |
| Rossby Financial, LCC | 0.02% | New | 905 | $72K |
| Operose Advisors LLC | 0.02% | No change | 888 | $70K |
| Rockefeller Capital Management L.P. | 0.00% | No change | 867 | $68K |
| Russell Investments Group, Ltd. | 0.00% | Add +22.6% | 786 | $62K |
| Moisand Fitzgerald Tamayo, LLC | 0.01% | No change | 774 | $61K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 772 | $61K |
| Greykasell Wealth Strategies, Inc. | 0.02% | No change | 731 | $58K |
| Sfam, LLC | 0.05% | Reduce -4.0% | 729 | $57K |
| TD Capital Management LLC | 0.01% | Add +0.3% | 725 | $57K |
| Sound Income Strategies, LLC | 0.00% | No change | 594 | $47K |
| Networth Advisors, LLC | 0.03% | Add +0.5% | 592 | $47K |
| Basepoint Wealth LLC | 0.03% | Add +0.3% | 591 | $47K |
| MCF Advisors LLC | 0.00% | No change | 550 | $43K |
| GGM Financial LLC | 0.02% | Add +0.2% | 536 | $42K |
| Lloyd Advisory Services, LLC. | 0.01% | Reduce -97.2% | 531 | $42K |
| Kingdom Financial Group LLC. | 0.01% | Add +0.2% | 531 | $42K |
| Salomon & Ludwin, LLC | 0.00% | No change | 513 | $41K |
| Tsfg, LLC | 0.01% | No change | 517 | $41K |
| Richards, Merrill & Peterson, Inc. | 0.01% | No change | 510 | $40K |
| International Assets Investment Management, LLC | 0.00% | Reduce -86.4% | 497 | $40K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | No change | 460 | $36K |
| Spire Wealth Management | 0.00% | Add +367.4% | 458 | $36K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 453 | $36K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 400 | $35K |
| Vanguard Advisers Inc. | 0.00% | — | 436 | $34K |
| Oakworth Capital, Inc. | 0.00% | No change | 420 | $33K |
| St. Johns Investment Management Company, LLC | 0.01% | No change | 400 | $32K |
| Dagco, Inc. | 0.01% | No change | 380 | $30K |
| Nemes Rush Group LLC | 0.00% | No change | 366 | $29K |
| Lanark Financial, Inc. | 0.00% | No change | 358 | $28K |
| Quaker Wealth Management, LLC | 0.01% | Add +0.3% | 338 | $27K |
| Godfrey Financial Associates, Inc. | 0.02% | No change | 313 | $25K |
| Three Bearings Fiduciary Advisors, Inc. | 0.02% | No change | 305 | $24K |
| YANKCOM Partnership | 0.01% | No change | 300 | $24K |
| Financial Consulate, Inc. | 0.00% | No change | 297 | $23K |
| Cornerstone Financial Management LLC | 0.02% | No change | 287 | $23K |
| Quest 10 Wealth Builders, Inc. | 0.02% | Reduce -1.9% | 258 | $20K |
| Elevation Wealth Partners, LLC | 0.01% | No change | 254 | $20K |
| Whittier Trust Co. | 0.00% | No change | 240 | $19K |
| Eastern Bank | 0.00% | No change | 222 | $17K |
| Bayban | 0.02% | No change | 220 | $17K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +100.0% | 210 | $17K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -28.1% | 210 | $17K |
| Hoey Investments, Inc. | 0.00% | New | 171 | $13K |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 121 | $10K |
| Ascentis Independent Advisors | 0.00% | New | 118 | $9K |
| Protective Life Corp. | 0.03% | New | 105 | $8K |
| Caitlin John, LLC | 0.00% | No change | 102 | $8K |
| Bfsg, LLC | 0.00% | No change | 100 | $8K |
| Key Financial Inc | 0.00% | No change | 96 | $8K |
| Abound Wealth Management | 0.00% | New | 87 | $7K |
| Barnes Dennig Private Wealth Management LLC | 0.01% | No change | 78 | $6K |
| BOK Financial Private Wealth, Inc. | 0.00% | New | 64 | $5K |
| Trust Co. of Toledo NA | 0.00% | No change | 63 | $5K |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 61 | $5K |
| Signaturefd, LLC | 0.00% | No change | 60 | $5K |
| Innovative Asset Advisors Group, LLC | 0.00% | — | 54 | $4K |
| Main Street Group, LTD | 0.00% | New | 51 | $4K |
| Asset Dedication, LLC | 0.00% | Add +2.1% | 49 | $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% | No change | 30 | $2K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | New | 21 | $2K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 18 | $1K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -98.8% | 18 | $1K |
| Triumph Capital Management | 0.00% | New | 14 | $1K |
| Signature Equity Partners, LLC | 0.00% | No change | 5 | $394 |
| Morton Brown Family Wealth, LLC | 0.00% | No change | 5 | $394 |
| Parkside Financial Bank & Trust | 0.00% | New | 1 | $79 |
| Provident Wealth Management, LLC | 0.00% | No change | 1 | $79 |
| Woodard & Co. Asset Management Group Inc. | 0.00% | No change | 1 | $64 |
"% of holder's portfolio" is IMCG's weight in each manager's 13F, not the share of iShares Morningstar Mid-Cap the manager owns.