Who owns IMCV (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-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
The tracked-fund tape on IMCV is one-sided between 2025-Q4 and 2026-Q1: 35 added or opened and 10 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 2025-Q4 and 2026-Q1, across 173 tracked filers holding IMCV, 84 increased or opened the position and 57 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 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 4
- DIVERSIFY WEALTH MANAGEMENT, LLC$2M
- PARK AVENUE SECURITIES LLC$1M
- FIFTH THIRD BANCORP$1M
- Sentinel Advisory Group, LLC$866K
Full exits 3
- Diversify Advisory Services, LLC$2M
- COMERICA BANK$1M
- LEVEL FOUR ADVISORY SERVICES, LLC$1M
Largest adds
- AMERIPRISE FINANCIAL INC$15M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$11M
- MORGAN STANLEY$4M
- LPL Financial LLC$4M
- Avior Wealth Management, LLC$3M
- OSAIC HOLDINGS, INC.$2M
Largest trims
- BANK OF AMERICA CORP /DE/$1M
- VANTAGEPOINT INVESTMENT ADVISERS LLC$1M
- COMMONWEALTH EQUITY SERVICES, LLC$1M
- GOLDMAN SACHS GROUP INC$691K
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$535K
- Orgel Wealth Management, LLC$428K
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 | 965,232 | $82M | 11.9% | 2026-Q1 |
| MORGAN STANLEY added | 610,518 | $52M | 7.6% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 444,547 | $38M | 5.5% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 407,779 | $35M | 5.0% | 2026-Q1 |
| LPL Financial LLC added | 370,810 | $31M | 4.6% | 2026-Q1 |
| Orgel Wealth Management, LLC trimmed | 342,827 | $29M | 4.2% | 2026-Q1 |
| Equitable Holdings, Inc. trimmed | 330,315 | $27M | 4.0% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 270,624 | $23M | 3.3% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 250,708 | $21M | 3.1% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 230,858 | $20M | 2.9% | 2026-Q1 |
| Black Diamond Financial, LLC trimmed | 217,137 | $18M | 2.7% | 2026-Q1 |
| Matrix Trust Co added | 207,319 | $18M | 2.6% | 2026-Q1 |
| Steele Capital Management, Inc. added | 207,319 | $18M | 2.6% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 202,168 | $17M | 2.5% | 2026-Q1 |
| UBS Group AG added | 195,305 | $17M | 2.4% | 2026-Q1 |
| GRANVILLE CAPITAL, INC. added | 152,681 | $13M | 1.9% | 2026-Q1 |
| Marietta Wealth Management, LLC added | 130,251 | $11M | 1.6% | 2026-Q1 |
| swisspartners Advisors Ltd added | 128,740 | $11M | 1.6% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 126,592 | $11M | 1.6% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 124,401 | $11M | 1.5% | 2026-Q1 |
| Rodgers & Associates, LTD added | 119,653 | $10M | 1.5% | 2026-Q1 |
| Cetera Investment Advisers added | 109,815 | $9M | 1.4% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 97,441 | $8M | 1.2% | 2026-Q1 |
| Bedel Financial Consulting, Inc. added | 91,324 | $8M | 1.1% | 2026-Q1 |
| Ipsen Advisor Group LLC added | 84,934 | $7M | 1.1% | 2026-Q1 |
| Clark Capital Management Group, Inc. added | 82,835 | $7M | 1.0% | 2026-Q1 |
| GHP Investment Advisors, Inc. trimmed | 81,317 | $7M | 1.0% | 2026-Q1 |
| DAVENPORT & Co LLC added | 69,972 | $6M | 0.9% | 2026-Q1 |
| Lebenthal Global Advisors, LLC added | 61,754 | $5M | 0.8% | 2026-Q1 |
| Sovran Advisors, LLC added | 55,996 | $5M | 0.7% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 58,208 | $5M | 0.7% | 2026-Q1 |
| Mariner, LLC added | 57,137 | $5M | 0.7% | 2026-Q1 |
| Avior Wealth Management, LLC added | 53,240 | $5M | 0.7% | 2026-Q1 |
| DDFG, Inc added | 49,896 | $4M | 0.6% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 45,062 | $4M | 0.6% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 44,779 | $4M | 0.6% | 2026-Q1 |
| Creative Planning trimmed | 44,425 | $4M | 0.5% | 2026-Q1 |
| EP Wealth Advisors, LLC trimmed | 43,037 | $4M | 0.5% | 2026-Q1 |
| AIRE ADVISORS, LLC trimmed | 40,489 | $3M | 0.5% | 2026-Q1 |
| Millstone Evans Group, LLC trimmed | 38,313 | $3M | 0.5% | 2026-Q1 |
| Baird Financial Group, Inc. added | 35,683 | $3M | 0.4% | 2026-Q1 |
| Merit Financial Group, LLC added | 28,039 | $2M | 0.3% | 2026-Q1 |
| Dynamic Advisor Solutions LLC added | 27,600 | $2M | 0.3% | 2026-Q1 |
| Vivaldi Capital Management LP trimmed | 27,109 | $2M | 0.3% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 26,543 | $2M | 0.3% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 25,306 | $2M | 0.3% | 2026-Q1 |
| JIM SAULNIER & ASSOCIATES, LLC trimmed | 24,931 | $2M | 0.3% | 2026-Q1 |
| Caliber Wealth Management, LLC / KS trimmed | 24,638 | $2M | 0.3% | 2026-Q1 |
| Focus Partners Wealth added | 24,447 | $2M | 0.3% | 2026-Q1 |
| DIVERSIFY WEALTH MANAGEMENT, LLC new | 22,513 | $2M | 0.3% | 2026-Q1 |
| LRI Investments, LLC | 22,656 | $2M | 0.3% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 22,620 | $2M | 0.3% | 2026-Q1 |
| PRINCIPAL SECURITIES, INC. added | 20,867 | $2M | 0.3% | 2026-Q1 |
| James J. Burns & Company, LLC trimmed | 18,922 | $2M | 0.2% | 2026-Q1 |
| Courage Miller Partners, LLC trimmed | 18,515 | $2M | 0.2% | 2026-Q1 |
| Corient Private Wealth LLC trimmed | 16,287 | $1M | 0.2% | 2026-Q1 |
| PARK AVENUE SECURITIES LLC added | 16,119 | $1M | 0.2% | 2026-Q1 |
| Retirement Planning Group, LLC trimmed | 15,790 | $1M | 0.2% | 2026-Q1 |
| FLAGSTAR ADVISORS INC trimmed | 14,728 | $1M | 0.2% | 2026-Q1 |
| PCA Investment Advisory Services Inc. added | 13,852 | $1M | 0.2% | 2026-Q1 |
| M&T Bank Corp added | 13,727 | $1M | 0.2% | 2026-Q1 |
| FIFTH THIRD BANCORP new | 13,447 | $1M | 0.2% | 2026-Q1 |
| Allegheny Financial Group added | 13,279 | $1M | 0.2% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 11,231 | $956K | 0.1% | 2026-Q1 |
| Sentinel Advisory Group, LLC new | 10,218 | $866K | 0.1% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 10,341 | $865K | 0.1% | 2026-Q1 |
| LaFleur & Godfrey LLC trimmed | 9,786 | $830K | 0.1% | 2026-Q1 |
| Madison Wealth Partners, Inc added | 9,754 | $827K | 0.1% | 2026-Q1 |
| Brand Asset Management Group, Inc. trimmed | 9,292 | $788K | 0.1% | 2026-Q1 |
| Pacific Sun Financial Corp added | 8,295 | $703K | 0.1% | 2026-Q1 |
| CITIGROUP INC added | 8,094 | $686K | 0.1% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 7,866 | $667K | 0.1% | 2026-Q1 |
| FLAGSHIP HARBOR ADVISORS, LLC added | 7,552 | $640K | 0.1% | 2026-Q1 |
| FIRST MANHATTAN CO. LLC. | 7,438 | $631K | 0.1% | 2026-Q1 |
| Geneos Wealth Management Inc. added | 6,416 | $544K | 0.1% | 2026-Q1 |
| SAGE FINANCIAL GROUP INC trimmed | 6,362 | $539K | 0.1% | 2026-Q1 |
| D.A. DAVIDSON & CO. added | 6,172 | $523K | 0.1% | 2026-Q1 |
| Trivant Custom Portfolio Group, LLC added | 6,054 | $513K | 0.1% | 2026-Q1 |
| Janney Montgomery Scott LLC | 5,757 | $488K | 0.1% | 2026-Q1 |
| Vise Technologies, Inc. | 5,626 | $463K | 0.1% | 2026-Q1 |
| Prime Capital Investment Advisors, LLC | 5,304 | $450K | 0.1% | 2026-Q1 |
| Integrated Wealth Concepts LLC trimmed | 5,107 | $433K | 0.1% | 2026-Q1 |
| Private Advisor Group, LLC added | 5,059 | $429K | 0.1% | 2026-Q1 |
| GWN SECURITIES INC. added | 4,769 | $404K | 0.1% | 2026-Q1 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV added | 4,769 | $404K | 0.1% | 2026-Q1 |
| Brooklyn Investment Group added | 4,741 | $402K | 0.1% | 2026-Q1 |
| Parallel Advisors, LLC | 4,703 | $399K | 0.1% | 2026-Q1 |
| Willis Johnson & Associates, Inc. | 4,529 | $384K | 0.1% | 2026-Q1 |
| rebel Financial LLC trimmed | 4,382 | $372K | 0.1% | 2026-Q1 |
| AVANTAX ADVISORY SERVICES, INC. added | 60,956 | $5M | 0.7% | 2025-Q2 stale |
| Burt Wealth Advisors trimmed | 27,418 | $2M | 0.3% | 2025-Q3 stale |
| Atria Wealth Solutions, Inc. trimmed | 25,407 | $2M | 0.3% | 2025-Q2 stale |
| Diversify Advisory Services, LLC added | 20,351 | $2M | 0.3% | 2025-Q4 stale |
| COMERICA BANK trimmed | 13,530 | $1M | 0.2% | 2025-Q4 stale |
| LEVEL FOUR ADVISORY SERVICES, LLC added | 12,368 | $1M | 0.1% | 2025-Q4 stale |
| Jackson Creek Investment Advisors LLC added | 9,460 | $719K | 0.1% | 2025-Q2 stale |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 7,643 | $581K | 0.1% | 2025-Q2 stale |
| J.W. COLE ADVISORS, INC. trimmed | 5,647 | $454K | 0.1% | 2025-Q3 stale |
| Runnymede Capital Advisors, Inc. new | 5,504 | $453K | 0.1% | 2025-Q4 stale |
| Savant Capital, LLC trimmed | 4,830 | $388K | 0.1% | 2025-Q3 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.