Who owns IMCG (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-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
73 tracked funds added or opened IMCG while 35 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
IMCG’s largest tracked holder by dollar value, VANTAGEPOINT INVESTMENT ADVISERS LLC, sizes it at 2.0% of its own reported 13F book, while the median holder sizes it at 0.6% of theirs — a 1.4pp 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 2025-Q4 and 2026-Q1, across 401 tracked filers holding IMCG, 193 increased or opened the position and 148 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 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 9
- Baer Investment Advisory LLC$34M
- CIBC Bancorp USA Inc.$1M
- NATIXIS ADVISORS, LLC$1M
- Integrity Wealth Partners, LLC$923K
- CPWA, LLC$845K
- Independent Advisor Alliance$744K
Full exits 11
- Integrated Investment Consultants, LLC$10M
- NewEdge Advisors, LLC$5M
- ROVIN CAPITAL /UT/ /ADV$4M
- TWO SIGMA INVESTMENTS, LP$3M
- Lifetime Wealth Management P.C.$2M
- Diversify Advisory Services, LLC$2M
Largest adds
- BEAM WEALTH ADVISORS, INC.$17M
- AMERIPRISE FINANCIAL INC$10M
- LPL Financial LLC$10M
- MORGAN STANLEY$9M
- Cornerstone Planning Group LLC$5M
- Allegheny Financial Group$4M
Largest trims
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$211M
- Rockport Wealth LLC$16M
- Avior Wealth Management, LLC$15M
- VANTAGEPOINT INVESTMENT ADVISERS LLC$9M
- CWM, LLC$6M
- Private Advisor Group, LLC$5M
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 |
|---|---|---|---|---|
| VANTAGEPOINT INVESTMENT ADVISERS LLC trimmed | 3,006,105 | $237M | 11.8% | 2026-Q1 |
| LPL Financial LLC added | 2,603,354 | $205M | 10.2% | 2026-Q1 |
| MORGAN STANLEY added | 1,279,461 | $101M | 5.0% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 1,023,069 | $81M | 4.0% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 931,000 | $75M | 3.7% | 2026-Q1 |
| Cetera Investment Advisers added | 943,563 | $74M | 3.7% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 827,372 | $65M | 3.3% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 573,954 | $45M | 2.3% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 567,589 | $45M | 2.2% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 484,222 | $38M | 1.9% | 2026-Q1 |
| Mariner, LLC added | 477,177 | $38M | 1.9% | 2026-Q1 |
| UBS Group AG added | 448,504 | $35M | 1.8% | 2026-Q1 |
| Avior Wealth Management, LLC trimmed | 446,106 | $35M | 1.8% | 2026-Q1 |
| Cornerstone Planning Group LLC added | 382,492 | $34M | 1.7% | 2026-Q1 |
| Baer Investment Advisory LLC new | 431,977 | $34M | 1.7% | 2026-Q1 |
| VICTORY FINANCIAL GROUP, LLC added | 431,977 | $34M | 1.7% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 413,728 | $33M | 1.6% | 2026-Q1 |
| Orgel Wealth Management, LLC added | 291,617 | $23M | 1.1% | 2026-Q1 |
| Arax Advisory Partners added | 289,294 | $23M | 1.1% | 2026-Q1 |
| Cosner Financial Group, LLC added | 273,465 | $22M | 1.1% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 269,419 | $21M | 1.1% | 2026-Q1 |
| BEAM WEALTH ADVISORS, INC. added | 260,379 | $21M | 1.0% | 2026-Q1 |
| ECLECTIC ASSOCIATES INC /ADV added | 248,475 | $20M | 1.0% | 2026-Q1 |
| Rodgers & Associates, LTD added | 244,308 | $19M | 1.0% | 2026-Q1 |
| IAG Wealth Partners, LLC added | 229,955 | $18M | 0.9% | 2026-Q1 |
| CAPITAL WEALTH MANAGEMENT, LLC added | 226,883 | $18M | 0.9% | 2026-Q1 |
| Allegheny Financial Group added | 220,414 | $17M | 0.9% | 2026-Q1 |
| Rockport Wealth LLC trimmed | 210,407 | $17M | 0.8% | 2026-Q1 |
| Equitable Holdings, Inc. trimmed | 206,844 | $17M | 0.8% | 2026-Q1 |
| Matrix Trust Co added | 203,880 | $16M | 0.8% | 2026-Q1 |
| Steele Capital Management, Inc. added | 203,880 | $16M | 0.8% | 2026-Q1 |
| Bedel Financial Consulting, Inc. added | 165,140 | $13M | 0.7% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 161,979 | $13M | 0.6% | 2026-Q1 |
| Eagle Strategies LLC added | 161,271 | $13M | 0.6% | 2026-Q1 |
| PTM WEALTH MANAGEMENT, LLC added | 157,049 | $13M | 0.6% | 2026-Q1 |
| CREATIVE FINANCIAL DESIGNS INC /ADV trimmed | 152,746 | $12M | 0.6% | 2026-Q1 |
| GRANVILLE CAPITAL, INC. added | 145,691 | $11M | 0.6% | 2026-Q1 |
| ELEVATION POINT WEALTH PARTNERS, LLC added | 139,661 | $11M | 0.5% | 2026-Q1 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV added | 138,725 | $11M | 0.5% | 2026-Q1 |
| Vestmark Advisory Solutions, Inc. added | 137,244 | $11M | 0.5% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 134,237 | $11M | 0.5% | 2026-Q1 |
| Sigma Planning Corp added | 129,887 | $10M | 0.5% | 2026-Q1 |
| Scott Capital Advisors, LLC added | 114,967 | $10M | 0.5% | 2026-Q1 |
| OxenFree Capital LLC added | 110,463 | $9M | 0.5% | 2026-Q1 |
| CWM, LLC trimmed | 116,410 | $9M | 0.5% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 107,603 | $8M | 0.4% | 2026-Q1 |
| Tandem Financial, LLC added | 107,479 | $8M | 0.4% | 2026-Q1 |
| Wood Tarver Financial Group, LLC added | 107,243 | $8M | 0.4% | 2026-Q1 |
| MGO ONE SEVEN LLC added | 107,018 | $8M | 0.4% | 2026-Q1 |
| PFS Partners, LLC added | 101,932 | $8M | 0.4% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 99,479 | $8M | 0.4% | 2026-Q1 |
| Certified Advisory Corp added | 97,866 | $8M | 0.4% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 91,869 | $7M | 0.3% | 2026-Q1 |
| SILVER OAK WEALTH ADVISORS SERVICES, LLC added | 88,437 | $7M | 0.3% | 2026-Q1 |
| Ipsen Advisor Group LLC added | 80,501 | $6M | 0.3% | 2026-Q1 |
| OPPENHEIMER & CO INC added | 80,219 | $6M | 0.3% | 2026-Q1 |
| DDFG, Inc added | 77,581 | $6M | 0.3% | 2026-Q1 |
| Verde Capital Management added | 77,518 | $6M | 0.3% | 2026-Q1 |
| Private Advisor Group, LLC trimmed | 72,096 | $6M | 0.3% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 71,521 | $6M | 0.3% | 2026-Q1 |
| MARINO, STRAM & ASSOCIATES LLC added | 70,492 | $6M | 0.3% | 2026-Q1 |
| CASTLE WEALTH MANAGEMENT LLC added | 65,661 | $5M | 0.3% | 2026-Q1 |
| DIVERSIFY WEALTH MANAGEMENT, LLC added | 58,319 | $5M | 0.3% | 2026-Q1 |
| American Trust trimmed | 62,034 | $5M | 0.2% | 2026-Q1 |
| DENVER WEALTH MANAGEMENT, INC. added | 59,594 | $5M | 0.2% | 2026-Q1 |
| Chaney Capital Management, Inc. added | 59,306 | $5M | 0.2% | 2026-Q1 |
| Cerro Pacific Wealth Advisors LLC added | 58,311 | $5M | 0.2% | 2026-Q1 |
| Summit Asset Management, LLC trimmed | 57,377 | $5M | 0.2% | 2026-Q1 |
| Premier Private Wealth Management LLC added | 57,289 | $5M | 0.2% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 55,927 | $4M | 0.2% | 2026-Q1 |
| Kellett Wealth Advisors, LLC added | 56,619 | $4M | 0.2% | 2026-Q1 |
| Employees' Retirement Fund of the City of Fort Worth | 55,500 | $4M | 0.2% | 2026-Q1 |
| Merit Financial Group, LLC added | 54,568 | $4M | 0.2% | 2026-Q1 |
| &PARTNERS trimmed | 54,157 | $4M | 0.2% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 53,405 | $4M | 0.2% | 2026-Q1 |
| Virtus Wealth Solutions LLC trimmed | 52,785 | $4M | 0.2% | 2026-Q1 |
| STEINBERGANNA WEALTH MANAGEMENT trimmed | 52,755 | $4M | 0.2% | 2026-Q1 |
| NWAM LLC added | 51,953 | $4M | 0.2% | 2026-Q1 |
| KINGSWOOD WEALTH ADVISORS, LLC added | 51,612 | $4M | 0.2% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 50,026 | $4M | 0.2% | 2026-Q1 |
| Creative Planning added | 49,724 | $4M | 0.2% | 2026-Q1 |
| James J. Burns & Company, LLC trimmed | 43,436 | $3M | 0.2% | 2026-Q1 |
| Black Diamond Financial, LLC trimmed | 42,595 | $3M | 0.2% | 2026-Q1 |
| BLAIR WILLIAM & CO/IL added | 42,294 | $3M | 0.2% | 2026-Q1 |
| VALLEY NATIONAL ADVISERS INC added | 40,791 | $3M | 0.2% | 2026-Q1 |
| Horizon Family Wealth, Inc. added | 40,634 | $3M | 0.2% | 2026-Q1 |
| Marmo Financial Group, LLC trimmed | 38,935 | $3M | 0.2% | 2026-Q1 |
| Prospect Financial Services LLC added | 37,922 | $3M | 0.1% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 37,954 | $3M | 0.1% | 2026-Q1 |
| AVANTAX ADVISORY SERVICES, INC. trimmed | 541,319 | $43M | 2.2% | 2025-Q2 stale |
| AdvisorShares Investments LLC trimmed | 537,602 | $39M | 1.9% | 2025-Q1 stale |
| Fortitude Financial, LLC added | 169,478 | $14M | 0.7% | 2025-Q3 stale |
| Integrated Investment Consultants, LLC trimmed | 124,994 | $10M | 0.5% | 2025-Q4 stale |
| Elevation Capital Advisory, LLC added | 93,437 | $8M | 0.4% | 2025-Q3 stale |
| CW Advisors, LLC new | 76,060 | $6M | 0.3% | 2025-Q2 stale |
| FORTE CAPITAL LLC /ADV added | 68,994 | $6M | 0.3% | 2025-Q2 stale |
| NewEdge Advisors, LLC added | 66,430 | $5M | 0.3% | 2025-Q4 stale |
| Wolf Group Capital Advisors trimmed | 73,823 | $5M | 0.3% | 2025-Q1 stale |
| ROVIN CAPITAL /UT/ /ADV added | 46,606 | $4M | 0.2% | 2025-Q4 stale |
| TWO SIGMA INVESTMENTS, LP new | 37,700 | $3M | 0.2% | 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.