Who owns IMCG
Which tracked institutional funds hold IMCG, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See IMCG 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 IMCG is one-sided between 2026-Q1 and 2026-Q2: 146 added or opened and 30 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
IMCG’s largest tracked holder by dollar value, VANTAGEPOINT INVESTMENT ADVISERS LLC, sizes it at 2.2% of its own reported 13F book, while the median holder sizes it at 0.5% of theirs — a 1.7pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in IMCG 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 406 tracked filers holding IMCG, 185 increased or opened the position and 177 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 IMCG 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 15
- RMG Wealth Management LLC$134M
- WELLINGTON MANAGEMENT GROUP LLP$12M
- NewEdge Advisors, LLC$11M
- Diversify Advisory Services, LLC$6M
- Retirement Planning Group, LLC$4M
- Balanced Rock Investment Advisors LLC$3M
Full exits 22
- Baer Investment Advisory LLC$34M
- Matrix Trust Co$16M
- Cambridge Investment Research Advisors, Inc.$11M
- CWM, LLC$9M
- Wood Tarver Financial Group, LLC$8M
- Janney Montgomery Scott LLC$4M
Largest adds
- LPL Financial LLC$77M
- VANTAGEPOINT INVESTMENT ADVISERS LLC$59M
- Allegheny Financial Group$44M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$32M
- RAYMOND JAMES FINANCIAL INC$31M
- MORGAN STANLEY$29M
Largest trims
- MGO ONE SEVEN LLC$7M
- Equitable Holdings, Inc.$7M
- Avior Wealth Management, LLC$5M
- AE Wealth Management LLC$1M
- Belpointe Asset Management LLC$589K
- JIM SAULNIER & ASSOCIATES, LLC$578K
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 |
|---|---|---|---|---|
| VANTAGEPOINT INVESTMENT ADVISERS LLC | 3,006,105 | $296M | 11.8% | 2026-Q2 |
| LPL Financial LLC added | 2,871,946 | $282M | 11.3% | 2026-Q2 |
| RMG Wealth Management LLC new | 1,332,132 | $134M | 5.4% | 2026-Q2 |
| MORGAN STANLEY added | 1,316,703 | $129M | 5.2% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 1,137,839 | $112M | 4.5% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 1,021,825 | $100M | 4.0% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 993,164 | $98M | 3.9% | 2026-Q2 |
| Cetera Investment Advisers added | 970,838 | $95M | 3.8% | 2026-Q2 |
| Allegheny Financial Group added | 622,184 | $61M | 2.4% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 577,867 | $57M | 2.3% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 542,966 | $53M | 2.1% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 529,891 | $52M | 2.1% | 2026-Q2 |
| UBS Group AG trimmed | 440,630 | $43M | 1.7% | 2026-Q2 |
| Mariner, LLC trimmed | 436,059 | $43M | 1.7% | 2026-Q2 |
| VICTORY FINANCIAL GROUP, LLC trimmed | 430,919 | $42M | 1.7% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 422,531 | $42M | 1.7% | 2026-Q2 |
| Cornerstone Planning Group LLC added | 390,783 | $37M | 1.5% | 2026-Q2 |
| Avior Wealth Management, LLC trimmed | 310,631 | $31M | 1.2% | 2026-Q2 |
| Arax Advisory Partners added | 305,921 | $30M | 1.2% | 2026-Q2 |
| Orgel Wealth Management, LLC trimmed | 284,164 | $28M | 1.1% | 2026-Q2 |
| Cosner Financial Group, LLC added | 277,581 | $27M | 1.1% | 2026-Q2 |
| ECLECTIC ASSOCIATES INC /ADV added | 263,644 | $26M | 1.0% | 2026-Q2 |
| BEAM WEALTH ADVISORS, INC. | 260,379 | $21M | 0.8% | 2026-Q2 |
| CAPITAL WEALTH MANAGEMENT, LLC added | 243,505 | $24M | 1.0% | 2026-Q2 |
| Rodgers & Associates, LTD trimmed | 236,684 | $23M | 0.9% | 2026-Q2 |
| IAG Wealth Partners, LLC trimmed | 225,135 | $22M | 0.9% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 212,859 | $21M | 0.8% | 2026-Q2 |
| Steele Capital Management, Inc. added | 205,307 | $20M | 0.8% | 2026-Q2 |
| ELEVATION POINT WEALTH PARTNERS, LLC added | 196,090 | $19M | 0.8% | 2026-Q2 |
| Rockport Wealth LLC trimmed | 194,329 | $19M | 0.8% | 2026-Q2 |
| Bedel Financial Consulting, Inc. added | 167,366 | $16M | 0.7% | 2026-Q2 |
| PTM WEALTH MANAGEMENT, LLC added | 163,480 | $16M | 0.6% | 2026-Q2 |
| Eagle Strategies LLC trimmed | 159,643 | $16M | 0.6% | 2026-Q2 |
| GRANVILLE CAPITAL, INC. added | 150,569 | $15M | 0.6% | 2026-Q2 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV added | 145,713 | $14M | 0.6% | 2026-Q2 |
| Vestmark Advisory Solutions, Inc. added | 144,173 | $14M | 0.6% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 144,107 | $14M | 0.6% | 2026-Q2 |
| CREATIVE FINANCIAL DESIGNS INC /ADV trimmed | 142,953 | $14M | 0.6% | 2026-Q2 |
| Integrated Investment Consultants, LLC added | 136,468 | $13M | 0.5% | 2026-Q2 |
| Sigma Planning Corp added | 130,983 | $13M | 0.5% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP new | 122,950 | $12M | 0.5% | 2026-Q2 |
| Scott Capital Advisors, LLC trimmed | 113,384 | $11M | 0.4% | 2026-Q2 |
| Tandem Financial, LLC added | 112,506 | $11M | 0.4% | 2026-Q2 |
| OxenFree Capital LLC added | 111,446 | $11M | 0.4% | 2026-Q2 |
| Certified Advisory Corp added | 111,060 | $11M | 0.4% | 2026-Q2 |
| NewEdge Advisors, LLC added | 109,197 | $11M | 0.4% | 2026-Q2 |
| PFS Partners, LLC added | 103,991 | $10M | 0.4% | 2026-Q2 |
| Equitable Holdings, Inc. trimmed | 98,557 | $10M | 0.4% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 98,428 | $10M | 0.4% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC trimmed | 90,518 | $9M | 0.4% | 2026-Q2 |
| SILVER OAK WEALTH ADVISORS SERVICES, LLC trimmed | 84,468 | $8M | 0.3% | 2026-Q2 |
| Private Advisor Group, LLC added | 83,528 | $8M | 0.3% | 2026-Q2 |
| Verde Capital Management added | 81,701 | $8M | 0.3% | 2026-Q2 |
| Ipsen Advisor Group LLC added | 80,652 | $8M | 0.3% | 2026-Q2 |
| OPPENHEIMER & CO INC trimmed | 79,975 | $8M | 0.3% | 2026-Q2 |
| DDFG, Inc added | 79,702 | $8M | 0.3% | 2026-Q2 |
| MARINO, STRAM & ASSOCIATES LLC added | 73,252 | $7M | 0.3% | 2026-Q2 |
| DENVER WEALTH MANAGEMENT, INC. added | 72,745 | $7M | 0.3% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 71,217 | $7M | 0.3% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 69,500 | $7M | 0.3% | 2026-Q2 |
| CASTLE WEALTH MANAGEMENT LLC added | 66,107 | $6M | 0.3% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 65,227 | $6M | 0.3% | 2026-Q2 |
| Premier Private Wealth Management LLC added | 65,033 | $6M | 0.3% | 2026-Q2 |
| Cerro Pacific Wealth Advisors LLC added | 63,687 | $6M | 0.3% | 2026-Q2 |
| Chaney Capital Management, Inc. added | 62,511 | $6M | 0.2% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 61,627 | $6M | 0.2% | 2026-Q2 |
| Kellett Wealth Advisors, LLC added | 59,428 | $6M | 0.2% | 2026-Q2 |
| DIVERSIFY WEALTH MANAGEMENT, LLC added | 58,498 | $6M | 0.2% | 2026-Q2 |
| Diversify Advisory Services, LLC added | 58,498 | $6M | 0.2% | 2026-Q2 |
| American Trust trimmed | 56,431 | $6M | 0.2% | 2026-Q2 |
| Summit Asset Management, LLC trimmed | 56,256 | $6M | 0.2% | 2026-Q2 |
| Employees' Retirement Fund of the City of Fort Worth | 55,500 | $5M | 0.2% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 55,403 | $5M | 0.2% | 2026-Q2 |
| Merit Financial Group, LLC trimmed | 54,347 | $5M | 0.2% | 2026-Q2 |
| Creative Planning added | 53,560 | $5M | 0.2% | 2026-Q2 |
| Virtus Wealth Solutions LLC trimmed | 52,133 | $5M | 0.2% | 2026-Q2 |
| KINGSWOOD WEALTH ADVISORS, LLC added | 51,858 | $5M | 0.2% | 2026-Q2 |
| &PARTNERS trimmed | 51,762 | $5M | 0.2% | 2026-Q2 |
| Faithward Advisors, LLC added | 51,753 | $5M | 0.2% | 2026-Q2 |
| STEINBERGANNA WEALTH MANAGEMENT trimmed | 50,878 | $5M | 0.2% | 2026-Q2 |
| NWAM LLC trimmed | 49,612 | $5M | 0.2% | 2026-Q2 |
| BLAIR WILLIAM & CO/IL added | 48,132 | $5M | 0.2% | 2026-Q2 |
| Prospect Financial Services LLC added | 46,859 | $5M | 0.2% | 2026-Q2 |
| Black Diamond Financial, LLC added | 42,962 | $4M | 0.2% | 2026-Q2 |
| James J. Burns & Company, LLC trimmed | 42,266 | $4M | 0.2% | 2026-Q2 |
| VALLEY NATIONAL ADVISERS INC trimmed | 40,673 | $4M | 0.2% | 2026-Q2 |
| Horizon Family Wealth, Inc. trimmed | 40,541 | $4M | 0.2% | 2026-Q2 |
| Retirement Planning Group, LLC new | 37,847 | $4M | 0.1% | 2026-Q2 |
| Towne Trust Company, N.A added | 37,100 | $4M | 0.1% | 2026-Q2 |
| Accel Wealth Management trimmed | 33,332 | $3M | 0.1% | 2026-Q2 |
| SUMMIT WEALTH GROUP LLC / CO added | 32,674 | $3M | 0.1% | 2026-Q2 |
| Ignite Planners, LLC added | 32,575 | $3M | 0.1% | 2026-Q2 |
| Family Legacy, Inc. trimmed | 31,889 | $3M | 0.1% | 2026-Q2 |
| Integrated Wealth Concepts LLC trimmed | 31,764 | $3M | 0.1% | 2026-Q2 |
| Caliber Wealth Management, LLC / KS trimmed | 30,934 | $3M | 0.1% | 2026-Q2 |
| Capital Square, LLC trimmed | 30,581 | $3M | 0.1% | 2026-Q2 |
| Kingsview Wealth Management, LLC trimmed | 30,105 | $3M | 0.1% | 2026-Q2 |
| Balanced Rock Investment Advisors LLC new | 29,812 | $3M | 0.1% | 2026-Q2 |
| LRI Investments, LLC | 29,730 | $3M | 0.1% | 2026-Q2 |
| PRINCIPAL SECURITIES, INC. trimmed | 28,915 | $3M | 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.