iShares Morningstar Mid-CapIMCGETF
13F holders, Q2 2026 (June 30)423holders +22
48new positions
22sold out
2famous investors
$98.29avg. 13F price*
At the end of Q2 2026, 423 institutions reported holding iShares Morningstar Mid-Cap (IMCG) in their 13F filings, up 22 from Q1 2026. 48 opened new positions and 22 sold out. The largest holders were Vantagepoint Investment Advisers LLC ($295.5M), LPL Financial LLC ($282.3M) and RMG Wealth Management LLC ($133.9M). 2 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management'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 Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 48 | $172.4M |
| Exits | 22 | $7.6M |
All 13F filers, Q1 2026 → Q2 2026: 3,494,851 shares bought and 862,758 shares sold, net +2,632,093 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 423 holders
| Vantagepoint Investment Advisers LLC | 2.21% | No change | 3,006,105 | $295.5M |
| LPL Financial LLC | 0.06% | Add +10.3% | 2,871,946 | $282.3M |
| RMG Wealth Management LLC | 13.81% | New | 1,332,132 | $133.9M |
| Morgan Stanley | 0.01% | Add +2.9% | 1,316,703 | $129.4M |
| Raymond James Financial Inc. | 0.03% | Add +11.2% | 1,137,839 | $111.8M |
| Ameriprise Financial Inc. | 0.02% | Add +9.8% | 1,021,825 | $100.4M |
| Northwestern Mutual Wealth Management Co. | 0.05% | Add +20.0% | 993,164 | $97.6M |
| Cetera Investment Advisers | 0.09% | Add +2.9% | 970,838 | $95.4M |
| Allegheny Financial Group | 6.49% | Add +182.3% | 622,184 | $61.2M |
| Bank of America Corp. | 0.00% | Add +1.8% | 577,867 | $56.8M |
| Osaic Holdings, Inc. | 0.06% | Add +12.1% | 542,966 | $53.4M |
| Commonwealth Equity Services, LLC | 0.07% | Reduce -7.7% | 529,891 | $52.1M |
| UBS Group AG | 0.01% | Reduce -1.8% | 440,630 | $43.3M |
| Mariner, LLC | 0.04% | Reduce -8.6% | 436,059 | $42.9M |
| Victory Financial Group, LLC | 4.45% | Reduce -0.2% | 430,919 | $42.4M |
| Wells Fargo & Company | 0.01% | Add +2.1% | 422,531 | $41.5M |
| Cornerstone Planning Group LLC | 4.70% | Add +2.2% | 390,783 | $37.3M |
| Avior Wealth Management, LLC | 0.80% | Reduce -30.4% | 310,631 | $30.5M |
| Arax Advisory Partners | 0.20% | Add +5.8% | 305,921 | $30.1M |
| Orgel Wealth Management, LLC | 0.53% | Reduce -2.6% | 284,164 | $27.9M |
| Cosner Financial Group, LLC | 14.02% | Add +1.5% | 277,581 | $27.3M |
| Eclectic Associates Inc. | 2.95% | Add +6.1% | 263,644 | $25.9M |
| Capital Wealth Management, LLC | 5.76% | Add +7.3% | 243,505 | $23.9M |
| Beam Wealth Advisors, Inc. | 5.20% | Reduce -7.8% | 239,990 | $23.6M |
| Rodgers & Associates, LTD | 2.11% | Reduce -3.1% | 236,684 | $23.3M |
| IAG Wealth Partners, LLC | 2.19% | Reduce -2.1% | 225,135 | $22.1M |
| Royal Bank of Canada | 0.00% | Reduce -21.0% | 212,859 | $20.9M |
| Matrix Trust Co | 2.93% | Add +0.7% | 205,307 | $20.2M |
| Steele Capital Management, Inc. | 0.74% | Add +0.7% | 205,307 | $20.2M |
| Elevation Point Wealth Partners, LLC | 0.36% | Add +40.4% | 196,090 | $19.3M |
| Rockport Wealth LLC | 3.21% | Reduce -7.6% | 194,329 | $19.1M |
| Thrivent Financial for Lutherans | 0.03% | Add +4447.6% | 192,454 | $18.9M |
| Bedel Financial Consulting, Inc. | 1.58% | Add +1.4% | 167,366 | $16.5M |
| Eagle Strategies LLC | 1.56% | Reduce -1.0% | 159,643 | $15.7M |
| PTM Wealth Management, LLC | 7.00% | Add +4.1% | 163,480 | $15.5M |
| Granville Capital, Inc. | 6.61% | Add +3.4% | 150,569 | $14.8M |
| Nations Financial Group Inc, /Ia/ | 0.68% | Add +5.0% | 145,713 | $14.3M |
| Vestmark Advisory Solutions, Inc. | 0.13% | Add +5.0% | 144,173 | $14.2M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -11.0% | 144,107 | $14.2M |
| Creative Financial Designs Inc. | 0.67% | Reduce -6.4% | 142,953 | $14.1M |
| Integrated Investment Consultants, LLC | 2.55% | Add +2.5% | 136,468 | $12.9M |
| Sigma Planning Corp | 0.32% | Add +0.8% | 130,983 | $12.9M |
| Wellington Management Group LLP | 0.00% | New | 122,950 | $12.1M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Reduce -14.5% | 114,747 | $11.3M |
| Scott Capital Advisors, LLC | 1.75% | Reduce -1.4% | 113,384 | $11.1M |
| Wood Tarver Financial Group, LLC | 2.63% | Add +5.7% | 113,377 | $11.1M |
| Tandem Financial, LLC | 3.56% | Add +4.7% | 112,506 | $11.1M |
| Certified Advisory Corp | 0.88% | Add +13.5% | 111,060 | $10.9M |
| OxenFree Capital LLC | 4.95% | Add +0.9% | 111,446 | $10.8M |
| NewEdge Advisors, LLC | 0.03% | Add +17.9% | 109,197 | $10.7M |
| PFS Partners, LLC | 4.14% | Add +2.0% | 103,991 | $10.2M |
| Equitable Holdings, Inc. | 0.06% | Reduce -52.4% | 98,557 | $9.7M |
| Truist Financial Corp. | 0.01% | Reduce -8.5% | 98,428 | $9.7M |
| Steward Partners Investment Advisory, LLC | 0.05% | Reduce -9.0% | 90,518 | $8.9M |
| Silver Oak Wealth Advisors Services, LLC | 4.97% | Reduce -4.5% | 84,468 | $8.3M |
| Private Advisor Group, LLC | 0.04% | Add +15.9% | 83,528 | $8.2M |
| Verde Capital Management | 1.48% | Add +5.4% | 81,701 | $8.0M |
| Ipsen Advisor Group LLC | 5.10% | Add +0.2% | 80,652 | $7.9M |
| Oppenheimer & Co. Inc. | 0.08% | Reduce -0.3% | 79,975 | $7.9M |
| DDFG, Inc | 1.56% | Add +2.7% | 79,702 | $7.8M |
| Marino, Stram & Associates LLC | 1.15% | Add +3.9% | 73,252 | $7.2M |
| Denver Wealth Management, Inc. | 2.05% | Add +22.1% | 72,745 | $7.2M |
| JPMorgan Chase & Co. | 0.00% | Reduce -22.5% | 71,217 | $6.9M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -2.8% | 69,500 | $6.8M |
| Castle Wealth Management LLC | 1.93% | Add +0.7% | 66,107 | $6.5M |
| MML Investors Services, LLC | 0.01% | Add +22.1% | 65,227 | $6.4M |
| Premier Private Wealth Management LLC | 5.59% | Add +13.5% | 65,033 | $6.4M |
| Cerro Pacific Wealth Advisors LLC | 1.42% | Add +9.2% | 63,687 | $6.3M |
| Chaney Capital Management, Inc. | 1.93% | Add +5.4% | 62,511 | $6.1M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +10.2% | 61,627 | $6.0M |
| Kellett Wealth Advisors, LLC | 2.72% | Add +5.0% | 59,428 | $5.8M |
| Diversify Advisory Services, LLC | 0.09% | New | 58,498 | $5.6M |
| Diversify Wealth Management, LLC | 0.09% | Add +0.3% | 58,498 | $5.6M |
| American Trust | 0.43% | Reduce -9.0% | 56,431 | $5.5M |
| Summit Asset Management, LLC | 0.71% | Reduce -1.9% | 56,256 | $5.5M |
| Employees' Retirement Fund of the City of Fort Worth | 1.95% | No change | 55,500 | $5.5M |
| Merit Financial Group, LLC | 0.03% | Reduce -0.4% | 54,347 | $5.3M |
| Jones Financial Companies LLLP | 0.00% | Add +46.0% | 55,403 | $5.3M |
| Creative Planning | 0.00% | Add +7.7% | 53,560 | $5.3M |
| Virtus Wealth Solutions LLC | 0.70% | Reduce -1.2% | 52,133 | $5.1M |
| Kingswood Wealth Advisors, LLC | 0.21% | Add +0.5% | 51,858 | $5.1M |
| Faithward Advisors, LLC | 0.62% | Add +132.0% | 51,753 | $5.1M |
| &partners | 0.02% | Reduce -4.4% | 51,762 | $5.1M |
| Steinberganna Wealth Management | 2.03% | Reduce -3.6% | 50,878 | $5.0M |
| Nwam LLC | 0.24% | Reduce -4.5% | 49,612 | $4.9M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -2.3% | 48,887 | $4.8M |
| Blair William & Co. | 0.01% | Add +13.8% | 48,132 | $4.7M |
| Prospect Financial Services LLC | 2.33% | Add +23.6% | 46,859 | $4.6M |
| Black Diamond Financial, LLC | 0.37% | Add +0.9% | 42,962 | $4.2M |
| James J. Burns & Company, LLC | 0.45% | Reduce -2.7% | 42,266 | $4.2M |
| Valley National Advisers Inc. | 0.44% | Reduce -0.3% | 40,673 | $4.0M |
| Horizon Family Wealth, Inc. | 1.82% | Reduce -0.2% | 40,541 | $4.0M |
| Retirement Planning Group, LLC | 0.09% | New | 37,847 | $3.7M |
| Towne Trust Company, N.A | 1.11% | Add +0.4% | 37,100 | $3.6M |
| Accel Wealth Management | 0.74% | Reduce -1.6% | 33,332 | $3.3M |
| Summit Wealth Group LLC / Co. | 0.27% | Add +1.9% | 32,674 | $3.2M |
| Ignite Planners, LLC | 0.44% | Add +2.3% | 32,575 | $3.2M |
| Family Legacy, Inc. | 0.84% | Reduce -0.9% | 31,889 | $3.1M |
| HighTower Advisors, LLC | 0.00% | Reduce -5.0% | 31,469 | $3.1M |
| Integrated Wealth Concepts LLC | 0.02% | Reduce -3.9% | 30,966 | $3.0M |
| Caliber Wealth Management, LLC / KS | 0.29% | Reduce -0.8% | 30,934 | $3.0M |
| Capital Square, LLC | 1.31% | Reduce -2.0% | 30,581 | $3.0M |
| Kingsview Wealth Management, LLC | 0.04% | Reduce -0.7% | 30,105 | $3.0M |
| Balanced Rock Investment Advisors LLC | 1.83% | New | 29,812 | $2.9M |
| LRI Investments, LLC | 0.23% | No change | 29,730 | $2.9M |
| Principal Securities, Inc. | 0.03% | Reduce -0.8% | 28,915 | $2.8M |
| Aire Advisors, LLC | 0.46% | Reduce -7.5% | 28,845 | $2.8M |
| Horizon Investment Services, LLC | 0.76% | Add +3.5% | 27,878 | $2.7M |
| Sovran Advisors, LLC | 0.20% | Add +9.0% | 27,552 | $2.6M |
| Rhodes Investment Advisors Inc. | 1.88% | Reduce -0.5% | 26,035 | $2.6M |
| United Advisor Group, LLC | 0.27% | Add +3.4% | 25,901 | $2.5M |
| GHP Investment Advisors, Inc. | 0.09% | Reduce -5.4% | 25,337 | $2.5M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -9.7% | 24,151 | $2.4M |
| Visionary Wealth Advisors | 0.09% | Reduce -7.1% | 23,915 | $2.4M |
| CIBC Bancorp USA Inc. | 0.00% | Add +19.1% | 22,565 | $2.2M |
| Hilltop Holdings Inc. | 0.18% | Add +0.8% | 22,528 | $2.2M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -14.4% | 22,344 | $2.2M |
| Sagespring Wealth Partners, LLC | 0.03% | Add +0.1% | 22,178 | $2.2M |
| First Bank & Trust | 0.32% | Add +21.8% | 22,163 | $2.2M |
| Ausdal Financial Partners, Inc. | 0.08% | Add +8.8% | 21,892 | $2.2M |
| Stanich Group LLC | 1.35% | Add +23.4% | 21,771 | $2.1M |
| Farther Finance Advisors, LLC | 0.02% | Add +18.7% | 21,087 | $2.1M |
| PCA Investment Advisory Services Inc. | 0.58% | Reduce -0.5% | 20,983 | $2.1M |
| FMR LLC | 0.00% | Add +12.4% | 20,653 | $2.0M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.7% | 20,590 | $2.0M |
| Courage Miller Partners, LLC | 0.53% | Reduce -7.4% | 20,481 | $2.0M |
| Hunter Associates Investment Management LLC | 0.23% | Reduce -6.8% | 20,133 | $2.0M |
| Nilsine Partners, LLC | 0.13% | Add +1.3% | 19,690 | $1.9M |
| Bonfire Financial | 1.24% | Reduce -0.3% | 19,584 | $1.9M |
| Betterment LLC | 0.00% | Reduce -5.5% | 19,178 | $1.9M |
| Focus Financial Network, Inc. | 0.06% | Reduce -3.2% | 18,832 | $1.9M |
| Liberty Square Wealth Partners LLC | 0.44% | Reduce -9.5% | 18,723 | $1.8M |
| Global Retirement Partners, LLC | 0.03% | — | 18,560 | $1.8M |
| Carnegie Investment Counsel | 0.04% | Add +15.2% | 18,416 | $1.8M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +5.9% | 18,402 | $1.8M |
| Nottingham Advisors, Inc. | 0.21% | No change | 18,682 | $1.8M |
| Capital Asset Advisory Services LLC | 0.06% | Reduce -1.7% | 17,628 | $1.7M |
| Axxcess Wealth Management, LLC | 0.03% | New | 17,628 | $1.7M |
| Natixis Advisors, LLC | 0.00% | Add +28.1% | 17,554 | $1.7M |
| Money Concepts Capital Corp. | 0.08% | Reduce -1.4% | 17,420 | $1.7M |
| Perissos Private Wealth Management, LLC | 1.13% | Reduce -1.0% | 17,081 | $1.7M |
| Equity Wealth Partners, LLC | 0.60% | Reduce -0.1% | 16,963 | $1.7M |
| McAdam, LLC | 0.06% | Reduce -22.3% | 16,701 | $1.6M |
| DAVENPORT & Co LLC | 0.01% | Reduce -8.8% | 15,856 | $1.6M |
| Silver Oak Securities, Incorporated | 0.09% | Reduce -0.0% | 15,732 | $1.5M |
| HF Advisory Group, LLC | 0.46% | Add +0.6% | 15,258 | $1.5M |
| Neumann Capital Management, LLC | 0.98% | No change | 15,076 | $1.5M |
| Independent Financial Group, LLC | 0.03% | Reduce -3.7% | 14,568 | $1.4M |
| Ieq Capital, LLC | 0.01% | No change | 14,370 | $1.4M |
| Citigroup Inc. | 0.00% | Reduce -6.2% | 13,489 | $1.3M |
| Harbour Investments, Inc. | 0.02% | Reduce -3.3% | 13,404 | $1.3M |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -3.0% | 13,234 | $1.3M |
| Pacific Sun Financial Corp | 0.54% | Add +0.2% | 13,223 | $1.3M |
| KPP Advisory Services LLC | 0.16% | Reduce -6.6% | 12,803 | $1.3M |
| Benjamin Edwards Inc. | 0.01% | Add +0.1% | 12,443 | $1.2M |
| Capital Analysts, LLC | 0.03% | Add +2.7% | 12,429 | $1.2M |
| Vise Technologies, Inc. | 0.01% | Reduce -3.7% | 12,282 | $1.2M |
| J.W. Cole Advisors, Inc. | 0.02% | New | 12,110 | $1.2M |
| Stifel Financial Corp. | 0.00% | Reduce -3.4% | 12,003 | $1.2M |
| LaFleur & Godfrey LLC | 0.14% | Add +6.5% | 11,989 | $1.2M |
| Fifth Third Bancorp | 0.00% | Reduce -2.7% | 11,873 | $1.2M |
| Mgo One Seven LLC | 0.02% | Reduce -88.9% | 11,870 | $1.2M |
| Silverlake Wealth Management LLC | 0.22% | Add +9.9% | 11,862 | $1.2M |
| AdvisorNet Financial, Inc | 0.05% | Reduce -0.8% | 11,851 | $1.2M |
| Park Avenue Securities LLC | 0.01% | Add +5.6% | 11,767 | $1.2M |
| Wealthcare Advisory Partners LLC | 0.02% | Add +4.3% | 11,571 | $1.1M |
| Captrust Financial Advisors | 0.00% | Reduce -0.5% | 11,353 | $1.1M |
| Wilkerson Advisory Group LLC | 0.34% | Reduce -3.4% | 11,211 | $1.1M |
| Cresset Asset Management, LLC | 0.00% | No change | 11,114 | $1.1M |
| Harbor Investment Advisory, LLC | 0.08% | No change | 10,930 | $1.1M |
| Madison Wealth Partners, Inc | 0.14% | Add +1.9% | 10,895 | $1.1M |
| Signal Advisors Wealth, LLC | 0.06% | Add +14.3% | 10,878 | $1.1M |
| Key Client Fiduciary Advisors, LLC | 0.31% | Add +8.5% | 10,660 | $1.0M |
| MAI Capital Management | 0.00% | Add +19.6% | 10,570 | $1.0M |
| Cape Investment Advisory, Inc. | 0.27% | No change | 10,351 | $1.0M |
| Atria Investments, Inc | 0.01% | New | 10,294 | $1.0M |
| HRC Wealth Management, LLC | 0.41% | Reduce -10.9% | 10,166 | $999K |
| Moneco Advisors, LLC | 0.06% | New | 10,027 | $986K |
| Willner & Heller, LLC | 0.60% | Add +0.1% | 9,805 | $964K |
| Ponta Wealth Partners, LLC | 0.51% | No change | 9,774 | $961K |
| Carrera Capital Advisors | 0.14% | Add +123.2% | 9,544 | $938K |
| PFG Advisors | 0.05% | Reduce -1.4% | 9,454 | $929K |
| Keyvantage Wealth, LLC | 0.35% | Reduce -0.9% | 9,314 | $916K |
| Cpwa, LLC | 1.06% | Add +0.0% | 9,307 | $915K |
| Financial Freedom, LLC | 0.42% | Add +0.1% | 9,306 | $915K |
| Truepoint, Inc. | 0.02% | Reduce -15.9% | 9,151 | $900K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -20.0% | 9,088 | $893K |
| AtlasMark Financial, Inc | 0.44% | No change | 9,000 | $885K |
| Regal Investment Advisors LLC | 0.05% | Reduce -0.1% | 8,935 | $878K |
| Sentinel Advisory Group, LLC | 0.36% | Reduce -0.9% | 8,920 | $877K |
| IHT Wealth Management, LLC | 0.02% | Add +0.1% | 8,899 | $875K |
| Mutual Advisors, LLC | 0.02% | Add +4.3% | 8,753 | $860K |
| Corient Private Wealth LP | 0.00% | Reduce -8.5% | 8,617 | $847K |
| Ibex Wealth Advisors | 0.07% | Add +2.7% | 8,606 | $846K |
| Compound Planning, Inc. | 0.02% | Reduce -0.5% | 8,482 | $834K |
| Susquehanna International Group, LLP | 0.00% | Add +21.9% | 8,419 | $828K |
| Jim Saulnier & Associates, LLC | 0.33% | Reduce -52.9% | 8,398 | $826K |
| Ridgewood Investments LLC | 0.30% | Add +0.5% | 8,282 | $814K |
| Nuveen, LLC | 0.00% | New | 8,215 | $807K |
| Gladstone Institutional Advisory LLC | 0.03% | Add +0.7% | 8,041 | $790K |
| Maripau Wealth Management LLC | 0.28% | Add +21.3% | 8,021 | $788K |
| Michels Family Financial, LLC | 0.50% | Reduce -0.6% | 8,002 | $787K |
| Falcon Wealth Planning | 0.05% | No change | 7,831 | $770K |
| Advisory Services Network, LLC | 0.01% | Reduce -1.8% | 7,518 | $739K |
| Onyx Bridge Wealth Group LLC | 0.06% | Reduce -9.7% | 7,209 | $709K |
| MidAtlantic Capital Management, Inc. | 0.43% | No change | 7,113 | $699K |
| Geneos Wealth Management Inc. | 0.01% | Add +0.0% | 7,076 | $696K |
| World Investment Advisors | 0.01% | Reduce -22.1% | 7,124 | $666K |
| Nova Wealth Management, Inc. | 0.36% | Reduce -34.6% | 6,686 | $657K |
| Quantinno Capital Management LP | 0.00% | New | 6,565 | $645K |
| Whitaker-Myers Wealth Managers, LTD. | 0.11% | Reduce -0.3% | 6,518 | $641K |
| Bank of Montreal | 0.00% | No change | 6,475 | $636K |
| Savant Capital, LLC | 0.00% | Reduce -17.1% | 6,413 | $630K |
| IFP Advisors, Inc | 0.01% | Reduce -1.4% | 6,283 | $618K |
| Flagstar Securities, Inc. | 0.19% | Add +2.4% | 6,279 | $617K |
| Buck Wealth Strategies, LLC | 0.06% | Reduce -1.1% | 6,181 | $608K |
| Clearbridge Investments, LLC | 0.00% | Reduce -9.3% | 6,174 | $607K |
| Heartwood Wealth Advisors LLC | 0.05% | Add +52.9% | 6,035 | $593K |
| Asset Allocation Strategies LLC | 0.09% | Add +1.1% | 6,019 | $592K |
| Mayfair Advisory Group, LLC | 0.18% | Add +0.0% | 6,165 | $586K |
| IFG Advisory, LLC | 0.02% | New | 5,948 | $585K |
| Innova Wealth Partners | 0.24% | Add +87.1% | 5,932 | $583K |
| WealthTrak Capital Management LLC | 0.38% | Reduce -1.4% | 5,831 | $573K |
| Investment Partners Asset Management, Inc. | 0.32% | New | 5,762 | $566K |
| GWN Securities Inc. | 0.09% | Add +6.7% | 5,599 | $550K |
| Pinnacle Associates Ltd. | 0.01% | No change | 5,597 | $550K |
| D.A. Davidson & Co. | 0.00% | Add +3.7% | 5,575 | $548K |
| Fermata Advisors, LLC | 0.11% | Add +2.7% | 5,524 | $543K |
| Addison Advisors LLC | 0.26% | Reduce -31.5% | 5,505 | $541K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -2.0% | 5,500 | $541K |
| Kaizen Financial Strategies | 0.21% | Reduce -1.8% | 5,360 | $525K |
| Assetmark, Inc. | 0.00% | Add +9.6% | 5,201 | $511K |
| Revisor Wealth Management LLC | 0.12% | Add +2.0% | 5,170 | $508K |
| Transcend Capital Advisors, LLC | 0.03% | Reduce -3.2% | 5,120 | $503K |
| Westside Investment Management, Inc. | 0.07% | No change | 5,100 | $501K |
| Prospera Financial Services Inc | 0.01% | Reduce -17.3% | 5,088 | $500K |
| Kaydan Wealth Management, Inc. | 0.15% | No change | 4,950 | $487K |
| Triangle Securities Wealth Management | 0.09% | Add +3.1% | 4,824 | $474K |
| Davis Investment Partners, LLC | 0.14% | No change | 4,800 | $472K |
| Pinnacle Financial Partners, Inc. | 0.00% | Reduce -2.0% | 4,774 | $469K |
| Blalock Williams, LLC | 0.30% | No change | 4,700 | $462K |
| Trust Point Inc. | 0.04% | No change | 4,651 | $457K |
| American Money Management, LLC | 0.07% | No change | 4,630 | $455K |
| Asset Management Group, Inc. | 0.07% | Add +0.1% | 4,568 | $449K |
| Everstar Asset Management, LLC | 0.22% | Reduce -0.3% | 4,564 | $449K |
| High Net Worth Advisory Group LLC | 0.09% | No change | 4,500 | $442K |
| Journey Advisory Group, LLC | 0.03% | No change | 4,385 | $431K |
| LexAurum Advisors, LLC | 0.05% | Reduce -0.0% | 4,355 | $428K |
| US Bancorp \de | 0.00% | No change | 4,335 | $426K |
| Unified Investment Management | 0.39% | Add +0.1% | 4,290 | $422K |
| Ameritas Advisory Services, LLC | 0.01% | New | 4,189 | $412K |
| Means Investment Co., Inc. | 0.03% | Add +0.0% | 4,109 | $404K |
| WealthCare Investment Partners, LLC | 0.10% | Add +0.1% | 4,094 | $402K |
| LongView Wealth Management | 0.10% | Add +1.4% | 4,071 | $400K |
| TAGStone Capital, Inc. | 0.13% | Add +5.3% | 4,068 | $400K |
| Secure Asset Management, LLC | 0.06% | Reduce -6.2% | 4,052 | $398K |
| Jacobi Capital Management LLC | 0.02% | Add +1.8% | 4,021 | $395K |
| Modern Wealth Management, LLC | 0.00% | Add +9.0% | 3,997 | $393K |
| Monetary Solutions, Ltd | 0.34% | Reduce -0.8% | 3,996 | $393K |
| Roman Butler Fullerton & Co. | 0.09% | Add +24.3% | 4,064 | $392K |
| Clearstead Advisors, LLC | 0.00% | Add +1.8% | 3,961 | $389K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -3.6% | 3,950 | $388K |
| AQR Capital Management | 0.00% | Add +41.1% | 3,946 | $388K |
| Northern Capital Management, Inc. | 0.16% | No change | 3,880 | $381K |
| Clark Asset Management, LLC | 0.03% | Add +46.4% | 3,842 | $378K |
| Compass Capital Management, Inc. | 0.02% | No change | 3,840 | $377K |
| Studio Investment Management LLC | 0.06% | Add +6.5% | 3,827 | $376K |
| Rede Wealth, LLC | 0.12% | No change | 3,786 | $372K |
| Moneta Group Investment Advisors LLC | 0.00% | New | 3,639 | $358K |
| Cerity Partners LLC | 0.00% | Reduce -16.6% | 3,623 | $356K |
| Trilogy Capital Inc. | 0.01% | Reduce -1.0% | 3,614 | $355K |
| Private Trust Co. NA | 0.03% | No change | 3,561 | $350K |
| Focus Partners Wealth | 0.00% | Reduce -59.9% | 3,504 | $344K |
| XY Planning Network, Inc. | 0.04% | New | 3,503 | $344K |
| Brand Asset Management Group, Inc. | 0.08% | No change | 3,490 | $343K |
| Meeder Advisory Services, Inc. | 0.01% | No change | 3,487 | $343K |
| Orion Porfolio Solutions, LLC | 0.00% | No change | 3,479 | $342K |
| Keating Financial Advisory Services, Inc. | 0.04% | No change | 3,405 | $335K |
| Johnson Investment Counsel Inc. | 0.00% | Add +3.8% | 3,401 | $334K |
| FCG Investment Co | 0.12% | Add +0.0% | 3,391 | $333K |
| Delta Asset Management LLC | 0.03% | No change | 3,360 | $330K |
| Stephens Inc. | 0.00% | Add +0.0% | 3,301 | $324K |
| Strategic Financial Concepts, LLC | 0.09% | Reduce -4.2% | 3,244 | $319K |
| Liberty Wealth Management LLC | 0.04% | No change | 4,032 | $318K |
| Bogart Wealth, LLC | 0.01% | Add +14.3% | 3,219 | $316K |
| Valmark Advisers, Inc. | 0.00% | Add +1.3% | 3,200 | $315K |
| Sanctuary Advisors, LLC | 0.00% | No change | 3,197 | $314K |
| Baird Financial Group, Inc. | 0.00% | Reduce -1.4% | 3,153 | $310K |
| Legacy Capital Wealth Management, LLC | 0.14% | New | 3,150 | $310K |
| StoneX Group Inc. | 0.01% | Reduce -32.6% | 3,122 | $307K |
| Larson Financial Group LLC | 0.01% | Add +5.5% | 3,103 | $305K |
| Kendall Capital Management | 0.05% | Add +0.0% | 3,072 | $302K |
| Smartleaf Asset Management LLC | 0.01% | No change | 3,071 | $299K |
| Evanson Financial, LLC | 0.01% | — | 3,000 | $295K |
| Indivisible Partners | 0.02% | New | 2,870 | $282K |
| RAM Investment Partners, LLC | 0.04% | No change | 2,865 | $282K |
| Asempa Wealth Advisors | 0.21% | Add +0.1% | 2,797 | $275K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +17.4% | 2,780 | $273K |
| CFS Investment Advisory Services, LLC | 0.02% | Reduce -16.6% | 2,793 | $272K |
| Landing Point Financial Group, LLC | 0.09% | No change | 2,720 | $267K |
| Dahring | Cusmano LLC | 0.14% | Add +0.1% | 2,707 | $266K |
| Lido Advisors, LLC | 0.00% | Add +0.1% | 2,676 | $263K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -5.3% | 2,673 | $263K |
| Sagace Wealth Management LLC | 0.16% | New | 2,642 | $260K |
| FC Advisory LLC | 0.07% | No change | 2,637 | $259K |
| Procyon Advisors, LLC | 0.01% | No change | 2,596 | $255K |
| EP Wealth Advisors, LLC | 0.00% | New | 2,593 | $255K |
| Opal Wealth Advisors, LLC | 0.05% | No change | 2,572 | $253K |
| Independent Wealth Network Inc. | 0.06% | New | 2,571 | $253K |
| American National Bank & Trust | 0.02% | No change | 2,512 | $247K |
| BlueChip Wealth Advisors LLC | 0.09% | Reduce -5.4% | 2,487 | $244K |
| Fiduciary Alliance LLC | 0.02% | New | 2,440 | $240K |
| Gotham Asset Management | 0.00% | New | 2,434 | $239K |
| Kovack Advisors, Inc. | 0.01% | New | 2,439 | $239K |
| Cornerstone Wealth Management, LLC | 0.01% | New | 2,415 | $237K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.01% | New | 2,412 | $237K |
| Fortis Capital Advisors, LLC | 0.03% | New | 2,367 | $233K |
| Belpointe Asset Management LLC | 0.01% | Reduce -77.3% | 2,367 | $233K |
| Breakwater Capital Group | 0.03% | Reduce -10.5% | 2,365 | $232K |
| International Assets Investment Management, LLC | 0.01% | Add +375.3% | 2,362 | $231K |
| Parallel Advisors, LLC | 0.00% | Add +27.0% | 2,347 | $231K |
| Allworth Financial LP | 0.00% | Reduce -22.3% | 2,336 | $230K |
| Paces Ferry Wealth Advisors, LLC | 0.09% | New | 2,316 | $228K |
| Thoroughbred Financial Services, LLC | 0.01% | New | 2,285 | $224K |
| Sage Financial Group Inc. | 0.01% | New | 2,265 | $223K |
| Granite Investment Partners, LLC | 0.01% | No change | 2,210 | $217K |
| Flagship Harbor Advisors, LLC | 0.01% | New | 2,189 | $215K |
| United Capital Financial Advisors, LLC | 0.00% | New | 2,188 | $215K |
| Lansing Street Advisors | 0.05% | New | 2,160 | $212K |
| Beacon Pointe Advisors, LLC | 0.00% | New | 2,151 | $211K |
| Clear Creek Financial Management, LLC | 0.01% | New | 2,149 | $211K |
| City State Bank | 0.05% | No change | 2,148 | $211K |
| Telos Capital Management, Inc. | 0.02% | New | 2,127 | $209K |
| CX Institutional | 0.01% | Add +1.6% | 2,096 | $206K |
| Tanglewood Legacy Advisors, LLC | 0.07% | No change | 2,094 | $206K |
| Carolina Wealth Management Inc | 0.09% | — | 2,086 | $205K |
| Keel Point, LLC | 0.01% | Reduce -31.6% | 2,083 | $205K |
| Nvest Financial, LLC | 0.06% | New | 2,064 | $203K |
| Proactive Wealth Strategies LLC | 0.03% | New | 2,062 | $203K |
| Western Wealth Management, LLC | 0.01% | New | 2,036 | $200K |
| TD Private Client Wealth LLC | 0.00% | Reduce -25.1% | 1,777 | $175K |
| BankPlus Trust Department | 0.04% | No change | 1,752 | $172K |
| NBT Bank, N.A. | 0.01% | No change | 1,652 | $162K |
| First Horizon Corp. | 0.01% | No change | 1,627 | $160K |
| Financial Perspectives, Inc | 0.04% | Add +0.1% | 1,567 | $154K |
| Owl Creek Wealth Partners LLC | 0.04% | No change | 1,550 | $152K |
| Centaurus Financial, Inc. | 0.01% | No change | 1,472 | $145K |
| AE Wealth Management LLC | 0.00% | Reduce -93.0% | 1,310 | $129K |
| Concord Wealth Partners | 0.01% | New | 1,122 | $110K |
| Provenance Wealth Advisors, LLC | 0.01% | No change | 1,034 | $102K |
| Synergy Investment Management, LLC | 0.02% | No change | 980 | $96K |
| Franklin Resources Inc. | 0.00% | No change | 956 | $94K |
| Rockefeller Capital Management L.P. | 0.00% | Add +3.9% | 901 | $89K |
| Glen Eagle Advisors, LLC | 0.01% | Add +4.5% | 807 | $79K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -33.0% | 790 | $78K |
| Moisand Fitzgerald Tamayo, LLC | 0.01% | No change | 774 | $76K |
| Greykasell Wealth Strategies, Inc. | 0.03% | No change | 731 | $72K |
| Sfam, LLC | 0.06% | No change | 729 | $72K |
| TD Capital Management LLC | 0.01% | No change | 725 | $71K |
| Whittier Trust Co. | 0.00% | Add +175.8% | 662 | $65K |
| Operose Advisors LLC | 0.01% | Reduce -25.8% | 659 | $65K |
| Basepoint Wealth LLC | 0.03% | Add +0.2% | 592 | $58K |
| MCF Advisors LLC | 0.00% | No change | 550 | $54K |
| GGM Financial LLC | 0.02% | Add +0.2% | 537 | $53K |
| Tsfg, LLC | 0.01% | No change | 517 | $51K |
| Richards, Merrill & Peterson, Inc. | 0.02% | No change | 510 | $50K |
| BlackRock, Inc. | 0.00% | New | 500 | $49K |
| Salomon & Ludwin, LLC | 0.00% | Reduce -4.9% | 488 | $48K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 453 | $45K |
| Mosley Wealth Management | 0.01% | Reduce -83.5% | 448 | $44K |
| Spire Wealth Management | 0.00% | Reduce -2.2% | 448 | $44K |
| Oakworth Capital, Inc. | 0.00% | No change | 420 | $41K |
| St. Johns Investment Management Company, LLC | 0.01% | No change | 400 | $39K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 400 | $39K |
| Vanguard Advisers Inc. | 0.00% | Reduce -11.5% | 386 | $38K |
| Nemes Rush Group LLC | 0.00% | Add +0.3% | 367 | $36K |
| Lanark Financial, Inc. | 0.00% | No change | 358 | $35K |
| Quaker Wealth Management, LLC | 0.01% | No change | 338 | $33K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 318 | $31K |
| Godfrey Financial Associates, Inc. | 0.02% | No change | 313 | $31K |
| Three Bearings Fiduciary Advisors, Inc. | 0.03% | No change | 305 | $30K |
| YANKCOM Partnership | 0.01% | No change | 300 | $29K |
| Financial Consulate, Inc. | 0.00% | No change | 297 | $29K |
| Cornerstone Financial Management LLC | 0.02% | No change | 287 | $28K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -64.0% | 283 | $28K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | Reduce -51.1% | 225 | $22K |
| Elevation Wealth Partners, LLC | 0.01% | Reduce -12.6% | 222 | $22K |
| Eastern Bank | 0.00% | No change | 222 | $22K |
| Bayban | 0.02% | No change | 220 | $22K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 210 | $21K |
| Caitlin John, LLC | 0.01% | Add +96.1% | 200 | $20K |
| Hoey Investments, Inc. | 0.00% | No change | 171 | $17K |
| Medallion Wealth Advisors, LLC | 0.00% | New | 139 | $14K |
| CENTRAL TRUST Co | 0.00% | New | 122 | $12K |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 121 | $12K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -50.0% | 105 | $10K |
| Pinnacle Bancorp, Inc. | 0.00% | Reduce -95.0% | 88 | $9K |
| Abound Wealth Management | 0.00% | No change | 87 | $9K |
| Barnes Dennig Private Wealth Management LLC | 0.01% | No change | 78 | $8K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 64 | $6K |
| Trust Co. of Toledo NA | 0.00% | No change | 63 | $6K |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 61 | $6K |
| Signaturefd, LLC | 0.00% | No change | 60 | $6K |
| Main Street Group, LTD | 0.00% | Add +7.8% | 55 | $5K |
| Asset Dedication, LLC | 0.00% | No change | 49 | $5K |
| EPG Wealth Management LLC | 0.00% | No change | 48 | $5K |
| Bfsg, LLC | 0.00% | Reduce -56.0% | 44 | $4K |
| Keystone Financial Group, Inc. | 0.00% | No change | 40 | $4K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 38 | $4K |
| Lloyd Advisory Services, LLC. | 0.00% | Reduce -93.2% | 36 | $4K |
| Key Financial Inc | 0.00% | Reduce -62.5% | 36 | $4K |
| one8zero8, LLC | 0.00% | No change | 30 | $3K |
| Brooklyn FI, LLC | 0.00% | New | 31 | $3K |
| Continuum Advisory, LLC | 0.00% | New | 28 | $3K |
| Physician Wealth Advisors, Inc. | 0.00% | New | 26 | $3K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 18 | $2K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 18 | $2K |
| Signature Equity Partners, LLC | 0.00% | No change | 5 | $492 |
| Morton Brown Family Wealth, LLC | 0.00% | No change | 5 | $492 |
| Signature Resources Capital Management, LLC | 0.00% | New | 2 | $197 |
| Provident Wealth Management, LLC | 0.00% | No change | 1 | $98 |
| Woodard & Co. Asset Management Group Inc. | 0.00% | No change | 1 | $80 |
| CoreCap Advisors, LLC | 0.00% | Add +0.0% | 1 | $56 |
"% of holder's portfolio" is IMCG's weight in each manager's 13F, not the share of iShares Morningstar Mid-Cap the manager owns.