DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded FundBellwetherCompounder
IMCG

ISHARES MORNINGSTAR MID-CAP

426 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·426 13F holders·last filed Mar 31, 2026
Market cap
8.3%
vs prior quarter
13F value held
$1.3B
48.0% inst. owned
of float
Holders
426
+79 QoQ
filers reporting
Activity
+44 / −6
+936 added · −893 reduced
this quarter
Concentration
18.50%
VANTAGEPOINT INVESTMENT ADVISERS LLC #1
top holder share
AI Holders Summary · Q1 2026

426 institutions reported IMCG in Q1 2026. VANTAGEPOINT INVESTMENT ADVISERS LLC leads at 18.5% of the visible book. +79 net new institutions vs prior quarter — accumulation reading.

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 2026
02
LPL Financial LLC
CIK 0001403438
$205M2.6M0.05%Q1 2026
03
MORGAN STANLEY
CIK 0000895421
$101M1.3M0.01%Q1 2026
04
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$81M1.0M0.02%Q1 2026
05
AMERIPRISE FINANCIAL INC
CIK 0000820027
$75M931K0.02%Q1 2026
06
Cetera Investment Advisers
CIK 0001666741
$74M944K0.08%Q1 2026
07
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$65M827K0.04%Q1 2026
08
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$45M574K0.06%Q1 2026
09
BANK OF AMERICA CORP /DE/
CIK 0000070858
$45M568K0.00%Q1 2026
10
AVANTAX ADVISORY SERVICES, INC.
CIK 0001303042
$43M541K0.24%Q2 2025
11
OSAIC HOLDINGS, INC.
CIK 0001677044
$38M484K0.06%Q1 2026
12
Mariner, LLC
CIK 0001373442
$38M477K0.04%Q1 2026
13
UBS Group AG
CIK 0001610520
$35M449K0.01%Q1 2026
14
Avior Wealth Management, LLC
CIK 0001599868
$35M446K1.00%Q1 2026
15
VICTORY FINANCIAL GROUP, LLC
CIK 0002011333
$34M432K4.18%Q1 2026
16
WELLS FARGO & COMPANY/MN
CIK 0000072971
$33M414K0.01%Q1 2026
17
Cornerstone Planning Group LLC
CIK 0001822587
$29M352K4.59%Q4 2025
18
Orgel Wealth Management, LLC
CIK 0001658535
$23M292K0.49%Q1 2026
19
Arax Advisory Partners
CIK 0001586767
$23M289K0.64%Q1 2026
20
Cosner Financial Group, LLC
CIK 0001674627
$22M273K11.83%Q1 2026
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