Who owns IMCB
Which tracked institutional funds hold IMCB, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See IMCB company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-19). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on IMCB is one-sided between 2026-Q1 and 2026-Q2: 50 added or opened and 12 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
IMCB’s largest tracked holder by dollar value, UBS Group AG, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes IMCB more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in IMCB divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 192 tracked filers holding IMCB, 86 increased or opened the position and 78 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in IMCB between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 5
- J.W. COLE ADVISORS, INC.$1M
- Liberty Capital Management, Inc.$985K
- Diversify Advisory Services, LLC$794K
- Bluespring Wealth Management, LLC$728K
- Global Retirement Partners, LLC$600K
Full exits 8
- HighTower Advisors, LLC$161M
- RMG Wealth Management LLC$117M
- Matrix Trust Co$16M
- Cambridge Investment Research Advisors, Inc.$8M
- CWM, LLC$1M
- Janney Montgomery Scott LLC$812K
Largest adds
- UBS Group AG$19M
- LPL Financial LLC$9M
- CREATIVE FINANCIAL DESIGNS INC /ADV$5M
- Aptus Capital Advisors, LLC$5M
- Sunburst Financial Group, LLC$5M
- OSAIC HOLDINGS, INC.$4M
Largest trims
- MORGAN STANLEY$11M
- Farther Finance Advisors, LLC$1M
- Fortitude Financial, LLC$755K
- JIM SAULNIER & ASSOCIATES, LLC$633K
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| UBS Group AG added | 1,374,939 | $133M | 16.5% | 2026-Q2 |
| MORGAN STANLEY trimmed | 1,185,395 | $114M | 14.3% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 508,246 | $49M | 6.1% | 2026-Q2 |
| LPL Financial LLC added | 474,114 | $46M | 5.7% | 2026-Q2 |
| MEANS INVESTMENT CO., INC. trimmed | 407,204 | $39M | 4.9% | 2026-Q2 |
| Aptus Capital Advisors, LLC added | 243,185 | $23M | 2.9% | 2026-Q2 |
| Cetera Investment Advisers added | 242,800 | $23M | 2.9% | 2026-Q2 |
| Sunburst Financial Group, LLC added | 241,685 | $23M | 2.9% | 2026-Q2 |
| CREATIVE FINANCIAL DESIGNS INC /ADV added | 213,786 | $21M | 2.6% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 203,536 | $20M | 2.4% | 2026-Q2 |
| Stratos Wealth Partners, LTD. added | 203,531 | $20M | 2.4% | 2026-Q2 |
| Steele Capital Management, Inc. added | 193,311 | $19M | 2.3% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 183,052 | $18M | 2.2% | 2026-Q2 |
| Northwest Wealth Advisors, LLC added | 163,319 | $16M | 2.0% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 153,511 | $15M | 1.8% | 2026-Q2 |
| Fortitude Financial, LLC trimmed | 149,902 | $14M | 1.8% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 147,937 | $14M | 1.8% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 119,628 | $12M | 1.4% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 117,549 | $11M | 1.4% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 109,011 | $11M | 1.3% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 97,209 | $9M | 1.2% | 2026-Q2 |
| Farther Finance Advisors, LLC trimmed | 86,445 | $8M | 1.0% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 81,961 | $8M | 1.0% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 73,517 | $7M | 0.9% | 2026-Q2 |
| Carnegie Investment Counsel added | 68,570 | $7M | 0.8% | 2026-Q2 |
| PACIFIC FINANCIAL GROUP INC trimmed | 65,814 | $6M | 0.8% | 2026-Q2 |
| YARGER WEALTH STRATEGIES, LLC trimmed | 64,819 | $6M | 0.8% | 2026-Q2 |
| Bedel Financial Consulting, Inc. added | 63,707 | $6M | 0.8% | 2026-Q2 |
| Gladstone Institutional Advisory LLC trimmed | 60,135 | $6M | 0.7% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 55,611 | $5M | 0.7% | 2026-Q2 |
| Summit Financial, LLC added | 53,774 | $5M | 0.6% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 43,762 | $4M | 0.5% | 2026-Q2 |
| Equitable Holdings, Inc. added | 41,534 | $4M | 0.5% | 2026-Q2 |
| Goldstein Advisors, LLC added | 38,426 | $4M | 0.5% | 2026-Q2 |
| Brand Asset Management Group, Inc. trimmed | 34,967 | $3M | 0.4% | 2026-Q2 |
| United Advisor Group, LLC added | 32,306 | $3M | 0.4% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 30,404 | $3M | 0.4% | 2026-Q2 |
| Sowell Financial Services LLC trimmed | 30,300 | $3M | 0.4% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 30,193 | $3M | 0.4% | 2026-Q2 |
| Merit Financial Group, LLC added | 29,159 | $3M | 0.4% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 26,829 | $3M | 0.3% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 26,399 | $3M | 0.3% | 2026-Q2 |
| Ameritas Investment Partners, Inc. added | 25,670 | $2M | 0.3% | 2026-Q2 |
| Cerity Partners LLC trimmed | 23,765 | $2M | 0.3% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 22,412 | $2M | 0.3% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 21,493 | $2M | 0.3% | 2026-Q2 |
| Pitti Group Wealth Management, LLC added | 17,876 | $2M | 0.2% | 2026-Q2 |
| PARSONS CAPITAL MANAGEMENT INC/RI | 17,198 | $2M | 0.2% | 2026-Q2 |
| FMR LLC added | 16,739 | $2M | 0.2% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. added | 13,515 | $1M | 0.2% | 2026-Q2 |
| VestGen Advisors, LLC trimmed | 13,224 | $1M | 0.2% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 12,930 | $1M | 0.2% | 2026-Q2 |
| Bleakley Financial Group, LLC trimmed | 12,379 | $1M | 0.1% | 2026-Q2 |
| Rede Wealth, LLC trimmed | 12,051 | $1M | 0.1% | 2026-Q2 |
| Advisory Services Network, LLC added | 11,624 | $1M | 0.1% | 2026-Q2 |
| Apella Capital, LLC | 11,532 | $1M | 0.1% | 2026-Q2 |
| S.A. Mason LLC trimmed | 11,263 | $1M | 0.1% | 2026-Q2 |
| Liberty Capital Management, Inc. | 10,200 | $985K | 0.1% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 9,778 | $944K | 0.1% | 2026-Q2 |
| Financial Perspectives, Inc added | 9,638 | $931K | 0.1% | 2026-Q2 |
| Summit Asset Management, LLC | 9,554 | $923K | 0.1% | 2026-Q2 |
| Opulen Financial Group LLC trimmed | 9,205 | $889K | 0.1% | 2026-Q2 |
| Geneos Wealth Management Inc. | 8,944 | $864K | 0.1% | 2026-Q2 |
| FLAGSTAR SECURITIES, INC trimmed | 8,642 | $835K | 0.1% | 2026-Q2 |
| Proactive Wealth Strategies LLC trimmed | 8,297 | $801K | 0.1% | 2026-Q2 |
| DIVERSIFY WEALTH MANAGEMENT, LLC trimmed | 8,161 | $794K | 0.1% | 2026-Q2 |
| Diversify Advisory Services, LLC trimmed | 8,161 | $794K | 0.1% | 2026-Q2 |
| TRUEFG, LLC trimmed | 8,123 | $784K | 0.1% | 2026-Q2 |
| Composition Wealth, LLC trimmed | 8,067 | $779K | 0.1% | 2026-Q2 |
| Hilltop Holdings Inc. | 7,953 | $768K | 0.1% | 2026-Q2 |
| JIM SAULNIER & ASSOCIATES, LLC trimmed | 7,876 | $761K | 0.1% | 2026-Q2 |
| Apollon Wealth Management, LLC | 7,728 | $746K | 0.1% | 2026-Q2 |
| RITHOLTZ WEALTH MANAGEMENT trimmed | 7,637 | $737K | 0.1% | 2026-Q2 |
| Triad Wealth Partners, LLC | 7,632 | $747K | 0.1% | 2026-Q2 |
| Bluespring Wealth Management, LLC new | 7,536 | $728K | 0.1% | 2026-Q2 |
| Three Seasons Wealth, LLC trimmed | 6,776 | $654K | 0.1% | 2026-Q2 |
| LAWOOD & CO | 6,736 | $650K | 0.1% | 2026-Q2 |
| GWN SECURITIES INC. added | 6,683 | $645K | 0.1% | 2026-Q2 |
| Haverford Trust Co | 6,601 | $637K | 0.1% | 2026-Q2 |
| Mutual Advisors, LLC added | 6,538 | $631K | 0.1% | 2026-Q2 |
| Creative Planning added | 6,529 | $630K | 0.1% | 2026-Q2 |
| Corient Private Wealth LP trimmed | 6,252 | $604K | 0.1% | 2026-Q2 |
| Global Retirement Partners, LLC trimmed | 6,210 | $600K | 0.1% | 2026-Q2 |
| IHT Wealth Management, LLC added | 5,896 | $569K | 0.1% | 2026-Q2 |
| Financial Futures Ltd Liability Co. | 5,481 | $529K | 0.1% | 2026-Q2 |
| Mariner, LLC trimmed | 5,442 | $525K | 0.1% | 2026-Q2 |
| CIBC Bancorp USA Inc. | 5,394 | $521K | 0.1% | 2026-Q2 |
| Kaydan Wealth Management, Inc. | 5,392 | $521K | 0.1% | 2026-Q2 |
| PFG Investments, LLC | 5,356 | $517K | 0.1% | 2026-Q2 |
| Hoxton Planning & Management, LLC trimmed | 5,308 | $513K | 0.1% | 2026-Q2 |
| IFP Advisors, Inc added | 5,216 | $504K | 0.1% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 5,109 | $493K | 0.1% | 2026-Q2 |
| Vise Technologies, Inc. added | 5,104 | $493K | 0.1% | 2026-Q2 |
| NewEdge Advisors, LLC added | 5,098 | $492K | 0.1% | 2026-Q2 |
| American Trust | 4,929 | $476K | 0.1% | 2026-Q2 |
| Wealthspire Retirement, LLC | 4,803 | $464K | 0.1% | 2026-Q2 |
| Private Advisor Group, LLC added | 4,791 | $463K | 0.1% | 2026-Q2 |
| Marshall Financial Group, LLC trimmed | 4,763 | $460K | 0.1% | 2026-Q2 |
| Mullaney, Keating & Wright, Inc. added | 4,709 | $455K | 0.1% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 4,381 | $423K | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.