ISHARES MORNINGSTAR MID-CAP IMCB
$96.96
+0.3% 52w: $76.37 – $96.96
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data76.3786.6696.96
Jun 20, 2025 Jul 2, 2026
Institutional holders
192
-10 QoQ
13F value
$1.02B
+17.6% QoQ
Smart-money holders
2
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns IMCB?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| HighTower Advisors, LLC | Diversified mechanical | 1.9M | $160.8M | 0.2% | +4.4% |
| MORGAN STANLEY | Bank broker | 1.5M | $125.9M | 0.0% | +0.5% |
| RMG Wealth Management LLC | Wealth advisor | 1.3M | $117.3M | 13.5% | New |
| UBS Group AG | Bank broker | 1.4M | $113.8M | 0.0% | +2.5% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 569.1K | $47.5M | 0.0% | +14.2% |
| LPL Financial LLC | Bank broker | 445.4K | $37.2M | 0.0% | -2.4% |
| MEANS INVESTMENT CO., INC. | Wealth advisor | 432.4K | $36.1M | 3.1% | +1.0% |
| Cetera Investment Advisers | Wealth advisor | 240.8K | $20.1M | 0.0% | +1.4% |
| Aptus Capital Advisors, LLC | Wealth advisor | 222.1K | $18.5M | 0.2% | +89.9% |
| Sunburst Financial Group, LLC | Wealth advisor | 220.6K | $18.4M | 3.5% | +91.6% |
| WELLS FARGO & COMPANY/MN | Bank broker | 211.5K | $17.6M | 0.0% | +3.2% |
| Steele Capital Management, Inc. | Wealth advisor | 191.5K | $16.0M | 0.7% | +1.2% |
| Matrix Trust Co | Wealth advisor | 189.8K | $15.8M | 2.6% | +0.3% |
| Stratos Wealth Partners, LTD. | Wealth advisor | 188.0K | $15.7M | 0.2% | +36.6% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | Wealth advisor | 186.4K | $15.6M | 0.9% | +3.9% |
| Fortitude Financial, LLC | Wealth advisor | 182.5K | $15.2M | 8.1% | +4.5% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 175.7K | $14.7M | 0.0% | -2.1% |
| AMERIPRISE FINANCIAL INC | Bank broker | 149.3K | $12.5M | 0.0% | -7.3% |
| Northwest Wealth Advisors, LLC | Wealth advisor | 143.1K | $11.9M | 8.5% | +21.3% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 119.4K | $10.0M | 0.0% | +5.9% |
| Kestra Advisory Services, LLC | Wealth advisor | 117.1K | $9.8M | 0.0% | +14.9% |
| Farther Finance Advisors, LLC | Wealth advisor | 114.3K | $9.6M | 0.1% | +8.4% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 113.4K | $9.5M | 0.0% | +3.5% |
| ROYAL BANK OF CANADA | Bank broker | 104.5K | $8.7M | 0.0% | -2.3% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 98.2K | $8.2M | 0.0% | -20.3% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 95.5K | $8.0M | 0.0% | +14.5% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 81.1K | $6.8M | 0.0% | +22.1% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 72.6K | $6.1M | 0.0% | -1.8% |
| PACIFIC FINANCIAL GROUP INC | Wealth advisor | 66.7K | $5.6M | 3.0% | -2.2% |
| YARGER WEALTH STRATEGIES, LLC | Wealth advisor | 65.1K | $5.4M | 2.2% | -1.9% |
| Gladstone Institutional Advisory LLC | Wealth advisor | 63.4K | $5.3M | 0.2% | -1.1% |
| Carnegie Investment Counsel | Other | 60.3K | $5.0M | 0.1% | -0.2% |
| Bedel Financial Consulting, Inc. | Other | 59.6K | $5.0M | 0.6% | +11.0% |
| MERCER GLOBAL ADVISORS INC /ADV | Wealth advisor | 51.9K | $4.3M | 0.0% | -4.2% |
| Summit Financial, LLC | Wealth advisor | 49.4K | $4.1M | 0.1% | +10.0% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 44.3K | $3.7M | 0.0% | +7.3% |
| Equitable Holdings, Inc. | Wealth advisor | 41.0K | $3.4M | 0.0% | +17.9% |
| Goldstein Advisors, LLC | Wealth advisor | 37.8K | $3.2M | 0.4% | -1.4% |
| Sowell Financial Services LLC | Wealth advisor | 36.0K | $3.0M | 0.1% | -5.0% |
| Brand Asset Management Group, Inc. | Wealth advisor | 35.7K | $3.0M | 0.8% | -1.1% |
| United Advisor Group, LLC | Wealth advisor | 30.7K | $2.6M | 0.3% | -1.6% |
| Merit Financial Group, LLC | Wealth advisor | 27.8K | $2.3M | 0.0% | +0.4% |
| JPMORGAN CHASE & CO | Bank broker | 28.0K | $2.3M | 0.0% | +2.7% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 27.2K | $2.3M | 0.0% | -8.5% |
| Cerity Partners LLC | Diversified mechanical | 25.0K | $2.1M | 0.0% | +19.1% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 22.6K | $1.9M | 0.0% | -25.9% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 19.4K | $1.6M | 0.0% | +49.1% |
| Pitti Group Wealth Management, LLC | Wealth advisor | 17.7K | $1.5M | 1.2% | +8.7% |
| PARSONS CAPITAL MANAGEMENT INC/RI | Other | 17.2K | $1.4M | 0.1% | Held |
| JIM SAULNIER & ASSOCIATES, LLC | Wealth advisor | 16.7K | $1.4M | 0.7% | -0.6% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.