IMCB institutional holders

iShares Morningstar Mid-Cap ETF · 209 reporting institutions · $978M reported value

Funds that can replace IMCB · IMCB return decomposition

Institutional holdings

Institutions reporting IMCB, largest first
InstitutionReported positionAdvisors at firmReport period
Hightower Advisors, LLC$156.7M1,0462026-06-30
UBS Group AG$132.8M02026-06-30
Morgan Stanley$114.5M23,1852026-06-30
Raymond James Financial Inc$49.1M02026-06-30
Lpl Financial LLC$45.8M23,4582026-06-30
Means Investment Co., Inc.$39.3M132026-06-30
Aptus Capital Advisors, LLC$23.5M212026-06-30
Cetera Investment Advisers$23.4M10,3702026-06-30
Sunburst Financial Group, LLC$23.3M82026-06-30
Creative Financial Designs Inc /adv$20.6M02026-06-30
Wells Fargo & Company/mn$19.7M02026-06-30
Stratos Wealth Partners, Ltd.$19.7M3862026-06-30
Steele Capital Management, Inc.$18.7M152026-06-30
Commonwealth Equity Services, LLC$17.7M2,8632026-06-30
West Invest$15.8M72026-06-30
Ameriprise Financial Inc$14.8M02026-06-30
Fortitude Financial LLC$14.5M42026-06-30
Osaic Holdings, Inc.$14.3M02026-06-30
MML Investors Services, LLC$11.6M5,1202026-06-30
Kestra Advisory Services, LLC$11.4M1,4792026-06-30
Bank of America Corp /de$10.5M02026-06-30
Royal Bank of Canada$9.4M02026-06-30
Farther Finance Advisors, LLC$8.3M3342026-06-30
Envestnet Pmc$7.9M602026-06-30
Stifel Financial Corp$7.1M02026-06-30
Carnegie Investment Counsel$6.6M372026-06-30
Pacific Financial Group Inc$6.4M02026-06-30
Yarger Wealth Strategies, LLC$6.3M42026-06-30
Bedel Financial Consulting, Inc.$6.2M192026-06-30
Gladstone Institutional Advisory LLC$5.8M1082026-06-30
Mercer Global Advisors Inc /adv$5.4M02026-06-30
Summit Financial, LLC$5.2M2292026-06-30
Northwestern Mutual Wealth Management Co$4.2M02026-06-30
Equitable Holdings, Inc.$4M02026-06-30
Goldstein Advisors, LLC$3.7M122026-06-30
Brand Asset Management Group, Inc.$3.4M152026-06-30
United Advisor Group, LLC$3.1M582026-06-30
Jane Street Group, LLC$2.9M02026-06-30
Sowell Financial Services LLC$2.9M1082026-06-30
Jpmorgan Chase & Co$2.9M02026-06-30
Merit Financial Group, LLC$2.8M2952026-06-30
Truist Financial Corp$2.6M02026-06-30
Jones Financial Companies LLLP$2.5M02026-06-30
Ameritas Investment Partners, Inc.$2.5M72026-06-30
Cerity Partners LLC$2.3M7772026-06-30
Wealth Enhancement Advisory Services, LLC$2.2M1,0262026-06-30
Harbour Investments, Inc.$2.1M2472026-06-30
The Pitti Group Wealth Management, LLC$1.7M42026-06-30
Parsons Capital Management Inc/ri$1.7M142026-06-30
Fmr LLC$1.6M02026-06-30
J.W. Cole Advisors, Inc.$1.3M4992026-06-30
Vestgen Advisors, LLC$1.3M582026-06-30
Integrated Wealth Concepts LLC$1.2M4802026-06-30
Cwm, LLC$1.2M6672026-03-31
Bleakley Financial Group, LLC$1.2M1242026-06-30
Rede Wealth, LLC$1.2M22026-06-30
Advisory Services Network$1.1M2532026-06-30
Apella Capital, LLC$1.1M1042026-06-30
S.A. Mason, LLC$1.1M42026-06-30
Liberty Capital Management, Inc.$984.9K42026-06-30
Susquehanna International Group, LLP$944.2K02026-06-30
Financial Perspectives, Inc$930.6K152026-06-30
Summit Asset Management, LLC$922.5K62026-06-30
Opulen Financial Group LLC$888.8K02026-06-30
Geneos Wealth Management, Inc.$863.6K1932026-06-30
Edge Financial Advisors LLC$838.2K02025-12-31
Flagstar Securities, Inc$834.5K302026-06-30
Proactive Wealth Strategies, LLC$801.1K52026-06-30
Diversify Advisory Services, LLC$794.3K1162026-06-30
Diversify Wealth Management, LLC$794.3K782026-06-30
Capital Planning Advisors, LLC$785.4K02026-03-31
True Financial Group$784.4K22026-06-30
Composition Wealth, LLC$778.9K762026-06-30
Hilltop Holdings Inc.$767.9K02026-06-30
Jim Saulnier & Associates, LLC$760.5K52026-06-30
Triad Wealth Partners, LLC$747.4K492026-06-30
Apollon Wealth Management, LLC$746.2K1512026-06-30
Ritholtz Wealth Management$737.5K582026-06-30
Bluespring Wealth Management, LLC$727.7K502026-06-30
Three Seasons Wealth$654.3K72026-06-30
Lawood & Co$650.4K02026-06-30
Gwn Securities Inc.$645.3K4492026-06-30
Haverford Trust Co$637.4K02026-06-30
Mutual Advisors, LLC$631.3K1532026-06-30
Creative Planning$630.5K1,1712026-06-30
Corient Private Wealth LP$603.7K6742026-06-30
Global Retirement Partners LLC$599.6K4912026-06-30
Iht Wealth Management LLC$569.3K1592026-06-30
Sb Capital Management Inc$558.9K02025-12-31
Comerica Bank$530.1K02025-12-31
Financial Futures Ltd Liability Co.$529.2K32026-06-30
Mariner, LLC$525.5K02026-06-30
CIBC Bancorp USA Inc.$520.8K02026-06-30
Kaydan Wealth Management, Inc.$520.7K62026-06-30
Pfg Investments, LLC$517.2K02026-06-30
Hoxton Planning & Management, LLC$512.5K52026-06-30
Ifp Advisors, Inc$503.7K3182026-06-30
Aqr Capital Management LLC$493.3K12026-06-30
Vise Technologies, Inc.$492.9K02026-06-30
Newedge Advisors$492.2K6012026-06-30
American Trust$475.9K02026-06-30
Wealthspire Retirement, LLC$463.8K1462026-06-30
Private Advisor Group, LLC$462.6K9272026-06-30
Marshall Financial Group, LLC$459.9K142026-06-30
Mullaney, Keating & Wright, Inc.$454.7K32026-06-30
CIBC Private Wealth Group LLC$446.2K02025-12-31
Steward Partners Investment Advisory, LLC$423K4812026-06-30
Procyon$410.6K532026-06-30
Citigroup Inc$408.4K02026-06-30
Fiduciary Financial Advisors$400K512026-06-30
Glenview Trust Co$375.3K02026-06-30
Summit Wealth Group LLC / Co$369.3K392026-06-30
Wealth Management Associates, Inc.$369.1K112026-06-30
Xml Financial, LLC$361.1K282026-06-30
Steinberganna Wealth Management LLC$358.4K22026-06-30
Robertson Stephens Wealth Management, LLC$343.8K722026-06-30
Schneider Downs Wealth Management Advisors, LP$343.1K222026-06-30
Clearwater Capital Advisors, LLC$332.7K152026-06-30
Allegheny Financial Group$329.5K312026-06-30
Captrust Financial Advisors$326.7K9622026-06-30
Fifth Third Bancorp$324.3K02026-06-30
Byrne Financial Freedom, LLC$323.3K62026-06-30
Pps&v Asset Management Consultants, Inc.$317.9K32026-06-30
Barrett & Company, Inc.$314.8K42026-06-30
M&T Bank Corp$313K02026-06-30
TIAA-CREF Individual & Institutional Services, LLC$311.7K1,7212026-06-30
Silvercrest Asset Management Group LLC$298.2K342026-06-30
Private Trust Co NA$291K02026-06-30
Ellevest, Inc.$265.6K132026-06-30
Laurel Oak Wealth Management, LLC$258.7K142026-06-30
Matrix Private Capital Group LLC$258.2K32026-06-30
Evernest Financial Advisors, LLC$255.5K02026-06-30
Valmark Advisers, Inc.$254.1K2952026-06-30
Xtx Topco Ltd$247.2K02026-06-30
Venture Visionary Partners LLC$239.5K312026-06-30
Empirical Financial Services, LLC D.b.a. Empirical Wealth Management$229.8K02026-06-30
Focus Partners Wealth$226K1,0482026-06-30
Capital Square, LLC$224.6K112026-06-30
United Capital Financial Advisors, LLC$219.4K1662026-06-30
Savant Wealth Management$214K4052026-06-30
Fingerlakes Wealth Management, Inc.$211.2K42026-06-30
Kapstone Financial Advisors LLC$206.3K42026-06-30
Advisors Capital Management, LLC$204.7K592026-06-30
Archer Investment Corp$193.1K782026-06-30
Woodard & Co Asset Management Group Inc /adv$189.3K52026-06-30
Cape Investment Advisory, Inc.$172.4K352026-06-30
Signaturefd, LLC$169.5K492026-06-30
Keating Financial Advisory Services, Inc.$167.8K252026-06-30
Howe & Rusling Inc$167.6K102026-06-30
Plante Moran Financial Advisors$161.7K1312026-06-30
Corecap Advisors, LLC$157.3K1182026-06-30
Rockefeller Capital Management LP$155.3K3462026-06-30
Rothschild Investment LLC$140.1K182026-06-30
Epg Wealth Management LLC$138.1K112026-06-30
Marble Trail Advisors$114.9K42026-06-30
Ae Wealth Management LLC$112.6K4712026-06-30
Greykasell Wealth Strategies, Inc.$110.8K22026-06-30
Huntington National Bank$96.6K02026-06-30
Advisornet Wealth Partners$96K582026-06-30
Highmark Wealth Management LLC$89.6K52026-06-30
Silicon Valley Capital Partners$80.7K52026-03-31
Webster Bank, N. A.$79.3K02026-06-30
Private Wealth Asset Management$76.8K222026-06-30
PNC Financial Services Group, Inc.$65.4K02026-06-30
Capital Investment Advisory Services, LLC$63.1K1032026-06-30
Glass Jacobson Investment Advisors LLC$60.7K102026-06-30
One8zero8, LLC$57.9K52026-06-30
Vanguard Advisers Inc$54.3K2,4692026-06-30
Compass Financial Management LLC$52.4K462026-06-30
UBS Am, A Distinct Business Unit of UBS Asset Management Americas LLC$50.2K02026-06-30
Ashton Thomas Private Wealth, LLC$50.2K962026-06-30
Umb Bank, N.A.$49.7K02026-06-30
Basepoint Wealth LLC$47.3K132026-06-30
Morton Brown Family Wealth, LLC$47.2K72026-06-30
Assetmark, Inc$43.6K2202026-06-30
Allworth Financial, LP$42.4K3172026-06-30
Mosley Wealth Management$42K122026-06-30
Bank of Montreal /can$41.1K02026-06-30
Mather Group, Llc.$39.9K1102026-06-30
Ima Advisory Services, Inc.$39.3K482026-06-30
Blair William & Co/il$37.7K3292026-06-30
Synergy Investment Management, LLC$34.4K192026-06-30
Financial Gravity Companies, Inc.$31.7K02026-06-30
Institute for Wealth Management, Llc.$27.4K132026-06-30
Financial Gravity Asset Management, Inc.$27.4K12026-03-31
Olistico Wealth, LLC$26.6K42026-06-30
Ifg Advisory, LLC$25.5K1102026-06-30
Salomon & Ludwin, LLC$22K62026-06-30
Sym Financial Corp$22K332026-06-30
Integrity Financial Corp /wa$21.2K142026-06-30
Matrix Trust Co$18.5K02026-06-30
Boyd Watterson Asset Management Llc/oh$17.8K02026-06-30
Glen Eagle Advisors, LLC$17.8K132026-06-30
Westside Investment Management, LLC$17.4K72026-06-30
Lanark Financial, Inc.$11.8K692026-06-30
Cambridge Investment Research Advisors, Inc.$8K3,9402026-03-31
Whittier Trust Co of Nevada Inc$6.6K02026-06-30
Ggm Financial LLC$5.1K62026-06-30
Asset Dedication, LLC$4.1K112026-06-30
Decker Retirement Planning Inc.$1.6K102026-06-30
Copia Wealth Management$96642026-06-30
Janney Montgomery Scott LLC$9351,3422026-06-30
Buck Wealth Strategies, LLC$772502026-06-30
Russell Investments Group, Ltd.$60402026-06-30
Wedbush Securities Inc$2152202026-06-30
O'Shaughnessy Asset Management, LLC$193582026-06-30
Avion Wealth$62122026-06-30
Capital Analysts, LLC$476082026-06-30
Tsfg, LLC$4162026-06-30

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-12-31 to 2026-06-30