Who owns IMCV
Which tracked institutional funds hold IMCV, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See IMCV 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 IMCV is one-sided between 2026-Q1 and 2026-Q2: 45 added or opened and 11 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
IMCV’s largest tracked holder by dollar value, VANTAGEPOINT INVESTMENT ADVISERS LLC, sizes it at 0.7% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.7pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in IMCV 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 162 tracked filers holding IMCV, 81 increased or opened the position and 64 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 IMCV 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 4
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$4M
- Diversify Advisory Services, LLC$2M
- J.W. COLE ADVISORS, INC.$1M
- Nuveen, LLC$596K
Full exits 5
- Matrix Trust Co$18M
- Cambridge Investment Research Advisors, Inc.$5M
- Avior Wealth Management, LLC$5M
- Vivaldi Capital Management LP$2M
- PARK AVENUE SECURITIES LLC$1M
Largest adds
- VANTAGEPOINT INVESTMENT ADVISERS LLC$11M
- AMERIPRISE FINANCIAL INC$10M
- LPL Financial LLC$8M
- RAYMOND JAMES FINANCIAL INC$5M
- MORGAN STANLEY$4M
- Black Diamond Financial, LLC$4M
Largest trims
- Equitable Holdings, Inc.$23M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$6M
- JIM SAULNIER & ASSOCIATES, LLC$1M
- Sovran Advisors, LLC$980K
- JPMORGAN CHASE & CO$659K
- Retirement Planning Group, LLC$421K
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 added | 1,017,719 | $93M | 13.3% | 2026-Q2 |
| MORGAN STANLEY added | 612,281 | $56M | 8.0% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 487,500 | $45M | 6.4% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 467,937 | $43M | 6.1% | 2026-Q2 |
| LPL Financial LLC added | 434,283 | $40M | 5.7% | 2026-Q2 |
| Orgel Wealth Management, LLC trimmed | 341,915 | $31M | 4.5% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 257,449 | $24M | 3.4% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 247,957 | $23M | 3.2% | 2026-Q2 |
| Black Diamond Financial, LLC added | 245,612 | $22M | 3.2% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 234,849 | $21M | 3.1% | 2026-Q2 |
| Steele Capital Management, Inc. added | 209,721 | $19M | 2.7% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 203,099 | $19M | 2.7% | 2026-Q2 |
| UBS Group AG trimmed | 191,890 | $18M | 2.5% | 2026-Q2 |
| GRANVILLE CAPITAL, INC. added | 156,194 | $14M | 2.0% | 2026-Q2 |
| Marietta Wealth Management, LLC added | 135,955 | $12M | 1.8% | 2026-Q2 |
| swisspartners Advisors Ltd trimmed | 128,320 | $12M | 1.7% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 125,527 | $11M | 1.6% | 2026-Q2 |
| Cetera Investment Advisers added | 122,941 | $11M | 1.6% | 2026-Q2 |
| Rodgers & Associates, LTD added | 120,448 | $11M | 1.6% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 104,198 | $10M | 1.4% | 2026-Q2 |
| Bedel Financial Consulting, Inc. added | 97,819 | $9M | 1.3% | 2026-Q2 |
| Ipsen Advisor Group LLC added | 85,523 | $8M | 1.1% | 2026-Q2 |
| Clark Capital Management Group, Inc. trimmed | 82,103 | $8M | 1.1% | 2026-Q2 |
| GHP Investment Advisors, Inc. trimmed | 81,185 | $7M | 1.1% | 2026-Q2 |
| DAVENPORT & Co LLC added | 74,249 | $7M | 1.0% | 2026-Q2 |
| Lebenthal Global Advisors, LLC added | 64,544 | $6M | 0.8% | 2026-Q2 |
| Mariner, LLC added | 57,329 | $5M | 0.7% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 54,253 | $5M | 0.7% | 2026-Q2 |
| DDFG, Inc added | 51,272 | $5M | 0.7% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 48,593 | $4M | 0.6% | 2026-Q2 |
| Equitable Holdings, Inc. trimmed | 46,998 | $4M | 0.6% | 2026-Q2 |
| Creative Planning added | 45,464 | $4M | 0.6% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 44,919 | $4M | 0.6% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 43,733 | $4M | 0.6% | 2026-Q2 |
| EP Wealth Advisors, LLC added | 43,487 | $4M | 0.6% | 2026-Q2 |
| Sovran Advisors, LLC trimmed | 41,718 | $4M | 0.6% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 39,000 | $4M | 0.5% | 2026-Q2 |
| AIRE ADVISORS, LLC trimmed | 38,156 | $3M | 0.5% | 2026-Q2 |
| Millstone Evans Group, LLC trimmed | 36,762 | $3M | 0.5% | 2026-Q2 |
| Baird Financial Group, Inc. trimmed | 35,588 | $3M | 0.5% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 32,284 | $3M | 0.4% | 2026-Q2 |
| Merit Financial Group, LLC added | 29,399 | $3M | 0.4% | 2026-Q2 |
| Dynamic Advisor Solutions LLC added | 28,581 | $3M | 0.4% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC trimmed | 26,015 | $2M | 0.3% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 25,445 | $2M | 0.3% | 2026-Q2 |
| Caliber Wealth Management, LLC / KS added | 24,639 | $2M | 0.3% | 2026-Q2 |
| DIVERSIFY WEALTH MANAGEMENT, LLC added | 23,905 | $2M | 0.3% | 2026-Q2 |
| Diversify Advisory Services, LLC added | 23,905 | $2M | 0.3% | 2026-Q2 |
| Focus Partners Wealth trimmed | 23,030 | $2M | 0.3% | 2026-Q2 |
| LRI Investments, LLC | 22,656 | $2M | 0.3% | 2026-Q2 |
| PRINCIPAL SECURITIES, INC. added | 20,873 | $2M | 0.3% | 2026-Q2 |
| James J. Burns & Company, LLC added | 19,016 | $2M | 0.2% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 18,769 | $2M | 0.2% | 2026-Q2 |
| Allegheny Financial Group added | 17,676 | $2M | 0.2% | 2026-Q2 |
| Courage Miller Partners, LLC trimmed | 17,464 | $2M | 0.2% | 2026-Q2 |
| Corient Private Wealth LP trimmed | 16,217 | $1M | 0.2% | 2026-Q2 |
| FLAGSTAR SECURITIES, INC trimmed | 14,289 | $1M | 0.2% | 2026-Q2 |
| PCA Investment Advisory Services Inc. trimmed | 13,755 | $1M | 0.2% | 2026-Q2 |
| M&T Bank Corp | 13,727 | $1M | 0.2% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 13,352 | $1M | 0.2% | 2026-Q2 |
| FIFTH THIRD BANCORP trimmed | 13,221 | $1M | 0.2% | 2026-Q2 |
| JIM SAULNIER & ASSOCIATES, LLC trimmed | 11,959 | $1M | 0.2% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. added | 11,824 | $1M | 0.2% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 10,811 | $1M | 0.1% | 2026-Q2 |
| LaFleur & Godfrey LLC added | 10,340 | $945K | 0.1% | 2026-Q2 |
| Retirement Planning Group, LLC trimmed | 10,049 | $918K | 0.1% | 2026-Q2 |
| Madison Wealth Partners, Inc added | 9,906 | $905K | 0.1% | 2026-Q2 |
| Stratos Wealth Partners, LTD. added | 9,849 | $900K | 0.1% | 2026-Q2 |
| Sentinel Advisory Group, LLC trimmed | 9,809 | $896K | 0.1% | 2026-Q2 |
| Brand Asset Management Group, Inc. trimmed | 9,209 | $841K | 0.1% | 2026-Q2 |
| CITIGROUP INC added | 8,315 | $760K | 0.1% | 2026-Q2 |
| Pacific Sun Financial Corp | 8,295 | $758K | 0.1% | 2026-Q2 |
| FLAGSHIP HARBOR ADVISORS, LLC trimmed | 7,503 | $686K | 0.1% | 2026-Q2 |
| FIRST MANHATTAN CO. LLC. | 7,438 | $680K | 0.1% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 7,236 | $661K | 0.1% | 2026-Q2 |
| Nuveen, LLC new | 6,523 | $596K | 0.1% | 2026-Q2 |
| D.A. DAVIDSON & CO. added | 6,447 | $589K | 0.1% | 2026-Q2 |
| Geneos Wealth Management Inc. added | 6,436 | $588K | 0.1% | 2026-Q2 |
| SAGE FINANCIAL GROUP INC trimmed | 6,207 | $567K | 0.1% | 2026-Q2 |
| Trivant Custom Portfolio Group, LLC added | 6,205 | $567K | 0.1% | 2026-Q2 |
| Tower Research Capital LLC (TRC) added | 6,053 | $553K | 0.1% | 2026-Q2 |
| Vise Technologies, Inc. | 5,626 | $514K | 0.1% | 2026-Q2 |
| Prime Capital Investment Advisors, LLC | 5,304 | $485K | 0.1% | 2026-Q2 |
| GWN SECURITIES INC. added | 5,113 | $467K | 0.1% | 2026-Q2 |
| FMR LLC added | 4,952 | $453K | 0.1% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 4,922 | $450K | 0.1% | 2026-Q2 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV trimmed | 4,726 | $432K | 0.1% | 2026-Q2 |
| Parallel Advisors, LLC | 4,703 | $430K | 0.1% | 2026-Q2 |
| Willis Johnson & Associates, Inc. | 4,529 | $414K | 0.1% | 2026-Q2 |
| NewEdge Advisors, LLC added | 4,311 | $394K | 0.1% | 2026-Q2 |
| Cape Investment Advisory, Inc. added | 4,238 | $387K | 0.1% | 2026-Q2 |
| Summit Asset Management, LLC | 4,216 | $385K | 0.1% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 4,048 | $370K | 0.1% | 2026-Q2 |
| WealthTrak Capital Management LLC trimmed | 4,040 | $369K | 0.1% | 2026-Q2 |
| Revisor Wealth Management LLC added | 3,745 | $342K | 0.0% | 2026-Q2 |
| ALTFEST L J & CO INC | 3,601 | $329K | 0.0% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ | 3,466 | $317K | 0.0% | 2026-Q2 |
| Plante Moran Financial Advisors, LLC | 3,453 | $316K | 0.0% | 2026-Q2 |
| OAKWORTH CAPITAL, INC. | 3,430 | $313K | 0.0% | 2026-Q2 |
| New Insight Wealth Advisors | 3,392 | $310K | 0.0% | 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.