13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded Fund
IMCG

ISHARES MORNINGSTAR MID-CAP

427 institutions still hold ISHARES MORNINGSTAR MID-CAP as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 464288307·Exchange Traded Fund·427 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$1.3B
visible holders
Holders
427
filers reporting
Concentration
17.89%
VANTAGEPOINT INVESTMENT ADVISERS LLC #1
top holder share
AI Holders Summary · Q1 2026

427 institutions reported IMCG in Q1 2026. VANTAGEPOINT INVESTMENT ADVISERS LLC leads at 17.9% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
VANTAGEPOINT INVESTMENT ADVISERS LLC
CIK 0001087912
$237M3.0M2.01%Q1 202602
LPL Financial LLC
CIK 0001403438
$205M2.6M0.05%Q1 202603
MORGAN STANLEY
CIK 0000895421
$101M1.3M0.01%Q1 202604
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$81M1.0M0.02%Q1 202605
AMERIPRISE FINANCIAL INC
CIK 0000820027
$75M931K0.02%Q1 202606
Cetera Investment Advisers
CIK 0001666741
$74M944K0.08%Q1 202607
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$65M827K0.04%Q1 202608
Allegheny Financial Group
CIK 0001844148
$61M622K6.49%Q2 202609
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$45M574K0.06%Q1 202610
BANK OF AMERICA CORP /DE/
CIK 0000070858
$45M568K0.00%Q1 202611
AVANTAX ADVISORY SERVICES, INC.
CIK 0001303042
$43M541K0.24%Q2 202512
OSAIC HOLDINGS, INC.
CIK 0001677044
$38M484K0.06%Q1 202613
Mariner, LLC
CIK 0001373442
$38M477K0.04%Q1 202614
UBS Group AG
CIK 0001610520
$35M449K0.01%Q1 202615
VICTORY FINANCIAL GROUP, LLC
CIK 0002011333
$34M432K4.18%Q1 202616
WELLS FARGO & COMPANY/MN
CIK 0000072971
$33M414K0.01%Q1 202617
Avior Wealth Management, LLC
CIK 0001599868
$31M311K0.80%Q2 202618
Cornerstone Planning Group LLC
CIK 0001822587
$29M352K4.59%Q4 202519
Orgel Wealth Management, LLC
CIK 0001658535
$28M284K0.53%Q2 202620
ECLECTIC ASSOCIATES INC /ADV
CIK 0000743482
$26M264K2.95%Q2 2026
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