Who owns IMCB (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-Q1 13F filings. 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
35 tracked funds added or opened IMCB while 18 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
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, HighTower Advisors, LLC, sizes it at 0.2% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
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 2025-Q4 and 2026-Q1, 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 2025-Q4 and 2026-Q1 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
- RMG Wealth Management LLC$117M
- RITHOLTZ WEALTH MANAGEMENT$770K
- DIVERSIFY WEALTH MANAGEMENT, LLC$756K
- HRT FINANCIAL LP$571K
- FIFTH THIRD BANCORP$551K
Full exits 10
- GOLDMAN SACHS GROUP INC$4M
- GTS SECURITIES LLC$3M
- J.W. COLE ADVISORS, INC.$1M
- Liberty Capital Management, Inc.$844K
- Edge Financial Advisors LLC$838K
- Diversify Advisory Services, LLC$735K
Largest adds
- Sunburst Financial Group, LLC$9M
- Aptus Capital Advisors, LLC$9M
- HighTower Advisors, LLC$8M
- RAYMOND JAMES FINANCIAL INC$6M
- Stratos Wealth Partners, LTD.$4M
- UBS Group AG$4M
Largest trims
- MML INVESTORS SERVICES, LLC$2M
- WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV$2M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$2M
- JANE STREET GROUP, LLC$1M
- AMERIPRISE FINANCIAL INC$813K
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$701K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| HighTower Advisors, LLC added | 1,927,513 | $161M | 15.5% | 2026-Q1 |
| MORGAN STANLEY added | 1,508,981 | $126M | 12.2% | 2026-Q1 |
| RMG Wealth Management LLC added | 1,284,701 | $117M | 11.3% | 2026-Q1 |
| UBS Group AG added | 1,364,509 | $114M | 11.0% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 569,148 | $47M | 4.6% | 2026-Q1 |
| LPL Financial LLC trimmed | 445,448 | $37M | 3.6% | 2026-Q1 |
| MEANS INVESTMENT CO., INC. added | 432,405 | $36M | 3.5% | 2026-Q1 |
| Cetera Investment Advisers added | 240,763 | $20M | 1.9% | 2026-Q1 |
| Aptus Capital Advisors, LLC added | 222,148 | $19M | 1.8% | 2026-Q1 |
| Sunburst Financial Group, LLC added | 220,648 | $18M | 1.8% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 211,454 | $18M | 1.7% | 2026-Q1 |
| Steele Capital Management, Inc. added | 191,542 | $16M | 1.5% | 2026-Q1 |
| Matrix Trust Co added | 189,793 | $16M | 1.5% | 2026-Q1 |
| Stratos Wealth Partners, LTD. added | 187,984 | $16M | 1.5% | 2026-Q1 |
| CREATIVE FINANCIAL DESIGNS INC /ADV added | 186,408 | $16M | 1.5% | 2026-Q1 |
| Fortitude Financial, LLC added | 182,541 | $15M | 1.5% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 175,656 | $15M | 1.4% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 149,314 | $13M | 1.2% | 2026-Q1 |
| Northwest Wealth Advisors, LLC added | 143,117 | $12M | 1.2% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 119,402 | $10M | 1.0% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 117,073 | $10M | 0.9% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 114,271 | $10M | 0.9% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 113,351 | $9M | 0.9% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 104,467 | $9M | 0.8% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 98,151 | $8M | 0.8% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 95,505 | $8M | 0.8% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 81,101 | $7M | 0.7% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 72,642 | $6M | 0.6% | 2026-Q1 |
| PACIFIC FINANCIAL GROUP INC trimmed | 66,732 | $6M | 0.5% | 2026-Q1 |
| YARGER WEALTH STRATEGIES, LLC trimmed | 65,051 | $5M | 0.5% | 2026-Q1 |
| Gladstone Institutional Advisory LLC trimmed | 63,430 | $5M | 0.5% | 2026-Q1 |
| Carnegie Investment Counsel trimmed | 60,331 | $5M | 0.5% | 2026-Q1 |
| Bedel Financial Consulting, Inc. added | 59,645 | $5M | 0.5% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 51,885 | $4M | 0.4% | 2026-Q1 |
| Summit Financial, LLC added | 49,360 | $4M | 0.4% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 44,273 | $4M | 0.4% | 2026-Q1 |
| Equitable Holdings, Inc. added | 41,024 | $3M | 0.3% | 2026-Q1 |
| Goldstein Advisors, LLC trimmed | 37,786 | $3M | 0.3% | 2026-Q1 |
| Sowell Financial Services LLC trimmed | 35,985 | $3M | 0.3% | 2026-Q1 |
| Brand Asset Management Group, Inc. trimmed | 35,698 | $3M | 0.3% | 2026-Q1 |
| United Advisor Group, LLC trimmed | 30,739 | $3M | 0.2% | 2026-Q1 |
| Merit Financial Group, LLC added | 27,772 | $2M | 0.2% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 28,038 | $2M | 0.2% | 2026-Q1 |
| TRUIST FINANCIAL CORP trimmed | 27,167 | $2M | 0.2% | 2026-Q1 |
| Cerity Partners LLC added | 24,979 | $2M | 0.2% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 22,563 | $2M | 0.2% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 19,444 | $2M | 0.2% | 2026-Q1 |
| Pitti Group Wealth Management, LLC added | 17,674 | $1M | 0.1% | 2026-Q1 |
| PARSONS CAPITAL MANAGEMENT INC/RI | 17,198 | $1M | 0.1% | 2026-Q1 |
| JIM SAULNIER & ASSOCIATES, LLC trimmed | 16,702 | $1M | 0.1% | 2026-Q1 |
| VestGen Advisors, LLC trimmed | 14,534 | $1M | 0.1% | 2026-Q1 |
| FMR LLC added | 15,814 | $1M | 0.1% | 2026-Q1 |
| Rede Wealth, LLC added | 15,702 | $1M | 0.1% | 2026-Q1 |
| CWM, LLC added | 14,751 | $1M | 0.1% | 2026-Q1 |
| Ameritas Investment Partners, Inc. added | 13,466 | $1M | 0.1% | 2026-Q1 |
| Bleakley Financial Group, LLC trimmed | 13,408 | $1M | 0.1% | 2026-Q1 |
| Apella Capital, LLC | 11,532 | $1M | 0.1% | 2026-Q1 |
| Advisory Services Network, LLC trimmed | 11,605 | $968K | 0.1% | 2026-Q1 |
| S.A. Mason LLC trimmed | 11,498 | $959K | 0.1% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 9,934 | $829K | 0.1% | 2026-Q1 |
| Janney Montgomery Scott LLC trimmed | 9,730 | $812K | 0.1% | 2026-Q1 |
| Summit Asset Management, LLC | 9,554 | $797K | 0.1% | 2026-Q1 |
| Capital Planning Advisors, LLC added | 9,414 | $785K | 0.1% | 2026-Q1 |
| RITHOLTZ WEALTH MANAGEMENT new | 9,224 | $770K | 0.1% | 2026-Q1 |
| Opulen Financial Group LLC trimmed | 9,213 | $769K | 0.1% | 2026-Q1 |
| DIVERSIFY WEALTH MANAGEMENT, LLC added | 8,513 | $756K | 0.1% | 2026-Q1 |
| Geneos Wealth Management Inc. added | 8,944 | $746K | 0.1% | 2026-Q1 |
| FLAGSTAR ADVISORS INC trimmed | 8,795 | $734K | 0.1% | 2026-Q1 |
| Composition Wealth, LLC trimmed | 8,783 | $733K | 0.1% | 2026-Q1 |
| Proactive Wealth Strategies LLC added | 8,604 | $718K | 0.1% | 2026-Q1 |
| Financial Perspectives, Inc added | 8,591 | $717K | 0.1% | 2026-Q1 |
| TRUEFG, LLC trimmed | 8,571 | $715K | 0.1% | 2026-Q1 |
| Hilltop Holdings Inc. | 7,953 | $664K | 0.1% | 2026-Q1 |
| Apollon Wealth Management, LLC | 7,728 | $645K | 0.1% | 2026-Q1 |
| Triad Wealth Partners, LLC trimmed | 7,632 | $637K | 0.1% | 2026-Q1 |
| Three Seasons Wealth, LLC added | 7,170 | $598K | 0.1% | 2026-Q1 |
| HRT FINANCIAL LP new | 6,853 | $571K | 0.1% | 2026-Q1 |
| LAWOOD & CO | 6,736 | $562K | 0.1% | 2026-Q1 |
| FIFTH THIRD BANCORP added | 6,606 | $551K | 0.1% | 2026-Q1 |
| Haverford Trust Co | 6,601 | $551K | 0.1% | 2026-Q1 |
| GWN SECURITIES INC. added | 6,580 | $549K | 0.1% | 2026-Q1 |
| Mutual Advisors, LLC | 6,496 | $542K | 0.1% | 2026-Q1 |
| Integrated Wealth Concepts LLC added | 6,471 | $540K | 0.1% | 2026-Q1 |
| Corient Private Wealth LLC trimmed | 6,376 | $532K | 0.1% | 2026-Q1 |
| AVANTAX ADVISORY SERVICES, INC. added | 83,245 | $7M | 0.6% | 2025-Q2 stale |
| Benchmark Wealth Management, LLC added | 55,403 | $4M | 0.4% | 2025-Q2 stale |
| GOLDMAN SACHS GROUP INC | 43,380 | $4M | 0.3% | 2025-Q4 stale |
| Patriot Financial Group Insurance Agency, LLC added | 38,738 | $3M | 0.3% | 2025-Q2 stale |
| GTS SECURITIES LLC trimmed | 35,168 | $3M | 0.3% | 2025-Q4 stale |
| FLOW TRADERS U.S. LLC added | 24,356 | $2M | 0.2% | 2025-Q1 stale |
| World Investment Advisors trimmed | 19,056 | $2M | 0.1% | 2025-Q2 stale |
| J.W. COLE ADVISORS, INC. trimmed | 13,075 | $1M | 0.1% | 2025-Q4 stale |
| Liberty Capital Management, Inc. | 10,200 | $844K | 0.1% | 2025-Q4 stale |
| Edge Financial Advisors LLC added | 10,132 | $838K | 0.1% | 2025-Q4 stale |
| Diversify Advisory Services, LLC trimmed | 8,540 | $735K | 0.1% | 2025-Q4 stale |
| Atria Wealth Solutions, Inc. trimmed | 8,727 | $695K | 0.1% | 2025-Q2 stale |
| Global Retirement Partners, LLC trimmed | 8,037 | $665K | 0.1% | 2025-Q4 stale |
| CITADEL ADVISORS LLC trimmed | 7,829 | $650K | 0.1% | 2025-Q3 stale |
| SB Capital Management Inc new | 6,756 | $559K | 0.1% | 2025-Q4 stale |
| Compound Planning, Inc. | 6,637 | $549K | 0.1% | 2025-Q4 stale |
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.