13F Insight
DOSSIER · 13F Holders · Q2 2026ETF · Exchange Traded Fund
IMCG

ISHARES MORNINGSTAR MID-CAP

450 institutions still hold ISHARES MORNINGSTAR MID-CAP as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 464288307·Exchange Traded Fund·450 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$1.8B
visible holders
Holders
450
filers reporting
Concentration
16.59%
VANTAGEPOINT INVESTMENT ADVISERS LLC #1
top holder share
AI Holders Summary · Q2 2026

450 institutions reported IMCG in Q2 2026. VANTAGEPOINT INVESTMENT ADVISERS LLC leads at 16.6% 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
$296M3.0M2.21%Q2 202602
LPL Financial LLC
CIK 0001403438
$282M2.9M0.06%Q2 202603
RMG Wealth Management LLC
CIK 0001844731
$134M1.3M13.81%Q2 202604
MORGAN STANLEY
CIK 0000895421
$129M1.3M0.01%Q2 202605
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$112M1.1M0.03%Q2 202606
AMERIPRISE FINANCIAL INC
CIK 0000820027
$100M1.0M0.02%Q2 202607
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$98M993K0.05%Q2 202608
Cetera Investment Advisers
CIK 0001666741
$95M971K0.09%Q2 202609
Allegheny Financial Group
CIK 0001844148
$61M622K6.49%Q2 202610
BANK OF AMERICA CORP /DE/
CIK 0000070858
$57M578K0.00%Q2 202611
OSAIC HOLDINGS, INC.
CIK 0001677044
$53M543K0.06%Q2 202612
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$52M530K0.07%Q2 202613
AVANTAX ADVISORY SERVICES, INC.
CIK 0001303042
$43M541K0.24%Q2 202514
UBS Group AG
CIK 0001610520
$43M441K0.01%Q2 202615
Mariner, LLC
CIK 0001373442
$43M436K0.04%Q2 202616
VICTORY FINANCIAL GROUP, LLC
CIK 0002011333
$42M431K4.45%Q2 202617
WELLS FARGO & COMPANY/MN
CIK 0000072971
$42M423K0.01%Q2 202618
Cornerstone Planning Group LLC
CIK 0001822587
$37M391K4.70%Q2 202619
Avior Wealth Management, LLC
CIK 0001599868
$31M311K0.80%Q2 202620
Arax Advisory Partners
CIK 0001586767
$30M306K0.20%Q2 2026
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