IMCG institutional holders

iShares Morningstar Mid-Cap Growth ETF · 442 reporting institutions · $2.7B reported value

Funds that can replace IMCG · IMCG return decomposition

Institutional holdings

Institutions reporting IMCG, largest first
InstitutionReported positionAdvisors at firmReport period
Missionsquare Investments$295.5M02026-06-30
Lpl Financial LLC$282.3M23,4582026-06-30
Rosemeyer Management Group$133.9M152026-06-30
Morgan Stanley$129.4M23,1852026-06-30
Raymond James Financial Inc$111.8M02026-06-30
Ameriprise Financial Inc$100.4M02026-06-30
Northwestern Mutual Wealth Management Co$97.6M02026-06-30
Cetera Investment Advisers$95.4M10,3702026-06-30
Allegheny Financial Group$61.2M312026-06-30
Bank of America Corp /de$56.8M02026-06-30
Osaic Holdings, Inc.$53.4M02026-06-30
Commonwealth Equity Services, LLC$52.1M2,8632026-06-30
UBS Group AG$43.3M02026-06-30
Mariner, LLC$42.9M02026-06-30
Victory Financial Group, LLC$42.4M562026-06-30
Wells Fargo & Company/mn$41.5M02026-06-30
Cornerstone Planning Group LLC$37.3M232026-06-30
Avior Wealth Management, LLC$30.5M692026-06-30
Arax Advisory Partners$30.1M2322026-06-30
Orgel Wealth Management, LLC$27.9M312026-06-30
Cosner Financial Group, LLC$27.3M42026-06-30
Eclectic Associates Inc /adv$25.9M112026-06-30
Capital Wealth Management, LLC$23.9M122026-06-30
Beam Wealth Advisors, Inc.$23.6M252026-06-30
Rodgers & Associates, Ltd$23.3M122026-06-30
Iag Wealth Partners, LLC$22.1M172026-06-30
Royal Bank of Canada$20.9M02026-06-30
Steele Capital Management, Inc.$20.2M152026-06-30
Elevation Point Wealth Partners, LLC$19.3M562026-06-30
Rockport Wealth LLC$19.1M82026-06-30
Bedel Financial Consulting, Inc.$16.5M192026-06-30
Eagle Strategies LLC$15.7M2,4962026-06-30
Ptm Wealth Management, LLC$15.5M22026-06-30
Granville Capital, Inc.$14.8M52026-06-30
Nations Financial Group Inc, /ia/ /adv$14.3M02026-06-30
Vestmark Advisory Solutions, Inc.$14.2M82026-06-30
Envestnet Pmc$14.2M602026-06-30
Creative Financial Designs Inc /adv$14.1M02026-06-30
Integrated Investment Consultants, LLC$12.9M102026-06-30
Sigma Planning Corp$12.9M4742026-06-30
Wellington Management Group LLP$12.1M02026-06-30
Scott Capital Advisors, LLC$11.1M62026-06-30
Tandem Financial, LLC$11.1M62026-06-30
Certified Advisory Corp$10.9M172026-06-30
Oxenfree Capital LLC$10.8M82026-06-30
Newedge Advisors$10.7M6012026-06-30
Pfs Partners, LLC$10.2M102026-06-30
Equitable Holdings, Inc.$9.7M02026-06-30
Truist Financial Corp$9.7M02026-06-30
Cwm, LLC$9.2M6672026-03-31
Steward Partners Investment Advisory, LLC$8.9M4812026-06-30
Silver Oak Wealth Advisors Services, LLC$8.3M32026-06-30
Private Advisor Group, LLC$8.2M9272026-06-30
Verde Capital Management$8M122026-06-30
Ipsen Advisor Group LLC$7.9M32026-06-30
Oppenheimer & Co. Inc.$7.9M1,1662026-06-30
Ddfg, Inc$7.8M52026-06-30
Msa Financial$7.2M82026-06-30
Denver Wealth Management, Inc.$7.2M122026-06-30
Jpmorgan Chase & Co$6.9M02026-06-30
Kestra Advisory Services, LLC$6.8M1,4792026-06-30
Castle Wealth Management LLC$6.5M52026-06-30
MML Investors Services, LLC$6.4M5,1202026-06-30
Premier Private Wealth Management LLC$6.4M42026-06-30
Cerro Pacific Wealth Advisors, LLC$6.3M42026-06-30
Chaney Capital Management, Inc.$6.1M62026-06-30
Wealth Enhancement Advisory Services, LLC$6M1,0262026-06-30
Kellett Wealth Advisors, LLC$5.8M42026-06-30
Diversify Advisory Services, LLC$5.6M1162026-06-30
Diversify Wealth Management, LLC$5.6M782026-06-30
American Trust$5.5M02026-06-30
Summit Asset Management, LLC$5.5M62026-06-30
Employees' Retirement Fund of the City of Fort Worth$5.5M02026-06-30
Merit Financial Group, LLC$5.3M2952026-06-30
Jones Financial Companies LLLP$5.3M02026-06-30
Creative Planning$5.3M1,1712026-06-30
Virtus Wealth Solutions LLC$5.1M32026-06-30
Kingswood Wealth Advisors, LLC$5.1M1232026-06-30
Faithward Advisors, LLC$5.1M182026-06-30
&partners$5.1M5552026-06-30
Steinberganna Wealth Management LLC$5M22026-06-30
Nwam LLC$4.9M622026-06-30
Blair William & Co/il$4.7M3292026-06-30
Prospect Financial Services LLC$4.6M92026-06-30
Black Diamond Financial, LLC$4.2M122026-06-30
James J. Burns & Company, LLC$4.2M62026-06-30
Valley National Advisers Inc$4M142026-06-30
Horizon Family Wealth, Inc.$4M02026-06-30
Retirement Planning Group, LLC$3.7M02026-06-30
Towne Trust Company, N.A$3.6M02026-06-30
Accel Wealth Management$3.3M102026-06-30
Summit Wealth Group LLC / Co$3.2M392026-06-30
Ignite Planners LLC$3.2M242026-06-30
Family Legacy, Inc.$3.1M72026-06-30
Integrated Wealth Concepts LLC$3.1M4802026-06-30
Hightower Advisors, LLC$3.1M1,0462026-06-30
Marmo Financial Group, LLC$3.1M02026-03-31
Caliber Wealth Management, LLC / Ks$3M142026-06-30
Capital Square, LLC$3M112026-06-30
Kingsview Wealth Management, LLC$3M1152026-06-30
Balanced Rock Investment Advisors LLC$2.9M52026-06-30
Lri Investments, LLC$2.9M252026-06-30
Principal Securities, Inc.$2.8M1,4632026-06-30
Aire Advisors, LLC$2.8M122026-06-30
Leo Wealth, LLC$2.8M152026-03-31
Horizon Investment Services, Llc.$2.7M72026-06-30
Sovran Advisors, LLC$2.6M702026-06-30
Rhodes Investment Advisors Inc /adv$2.6M92026-06-30
United Advisor Group, LLC$2.5M582026-06-30
Ghp Investment Advisors Inc$2.5M272026-06-30
Mercer Global Advisors Inc /adv$2.4M02026-06-30
Visionary Wealth Advisors$2.4M462026-06-30
CIBC Bancorp USA Inc.$2.2M02026-06-30
Hilltop Holdings Inc.$2.2M02026-06-30
Goldman Sachs Group Inc$2.2M02026-06-30
Sagespring Wealth Partners$2.2M1262026-06-30
First Bank & Trust$2.2M02026-06-30
Ausdal Financial Partners, Inc.$2.2M1892026-06-30
Stanich Group LLC$2.1M42026-06-30
Farther Finance Advisors, LLC$2.1M3342026-06-30
Pca Investment Advisory Services, Inc.$2.1M112026-06-30
Fmr LLC$2M02026-06-30
PNC Financial Services Group, Inc.$2M02026-06-30
Courage Miller Partners, LLC$2M32026-06-30
Nilsine Partners, LLC$1.9M152026-06-30
Bonfire Financial, LLC$1.9M42026-06-30
Focus Financial$1.9M1212026-06-30
Liberty Square Wealth Partners LLC$1.8M52026-06-30
Global Retirement Partners LLC$1.8M4912026-06-30
Carnegie Investment Counsel$1.8M372026-06-30
Stratos Wealth Partners, Ltd.$1.8M3862026-06-30
Nottingham Advisors, Inc.$1.8M82026-06-30
Capital Asset Advisory Services LLC$1.7M692026-06-30
Axxcess Wealth Management, LLC$1.7M382026-06-30
Money Concepts Capital Corp$1.7M3892026-06-30
Perissos Private Wealth Management, LLC$1.7M22026-06-30
Equity Wealth Partners, LLC$1.7M72026-06-30
McAdam LLC$1.6M1352026-06-30
Davenport & Co LLC$1.6M3392026-06-30
Silver Oak Securities, Incorporated$1.5M1172026-06-30
Hf Advisory Group, LLC$1.5M22026-06-30
Neumann Capital Management, LLC$1.5M32026-06-30
Independent Financial Group, LLC$1.4M4812026-06-30
Ieq Capital, LLC$1.4M1972026-06-30
CIBC Private Wealth Group LLC$1.3M02025-12-31
Citigroup Inc$1.3M02026-06-30
Harbour Investments, Inc.$1.3M2472026-06-30
Onedigital Investment Advisors LLC$1.3M3862026-06-30
Pacific Sun Financial Corp$1.3M32026-06-30
Kpp Advisory Services LLC$1.3M222026-06-30
Benjamin Edwards Inc$1.2M02026-06-30
Vise Technologies, Inc.$1.2M02026-06-30
J.W. Cole Advisors, Inc.$1.2M4992026-06-30
Stifel Financial Corp$1.2M02026-06-30
Lafleur & Godfrey LLC$1.2M62026-06-30
Fifth Third Bancorp$1.2M02026-06-30
Mgo One Seven LLC$1.2M1182026-06-30
Silverlake Wealth Management LLC$1.2M92026-06-30
Advisornet Wealth Partners$1.2M582026-06-30
Wealthcare Advisory Partners LLC$1.1M1702026-06-30
Captrust Financial Advisors$1.1M9622026-06-30
Wilkerson Advisory Group LLC$1.1M52026-06-30
Cresset Asset Management, LLC$1.1M2122026-06-30
Harbor Investment Advisory, LLC$1.1M312026-06-30
Madison Wealth Partners, Inc$1.1M412026-06-30
Signal Advisors Wealth, LLC$1.1M452026-06-30
Key Client Fiduciary Advisors, LLC$1M102026-06-30
Mai Capital Management$1M3082026-06-30
Cape Investment Advisory, Inc.$1M352026-06-30
Atria Investments, Inc$1M62026-06-30
Hrc Wealth Management, LLC$999.4K72026-06-30
Moneco Advisors, LLC$985.7K502026-06-30
Willner & Heller, LLC$963.8K32026-06-30
Ponta Wealth Partners, LLC$960.8K22026-06-30
Full Sail Capital, LLC$953.1K02025-09-30
Comerica Bank$945.2K02025-12-31
Carrera Capital Advisors$938.2K92026-06-30
Pfg Advisors$929.3K832026-06-30
Integrity Wealth Partners, LLC$923.2K22026-03-31
Keyvantage Wealth, LLC$915.6K02026-06-30
Cpwa, LLC$914.8K32026-06-30
Financial Freedom$914.8K32026-06-30
Truepoint, Inc.$899.5K402026-06-30
Kestra Private Wealth Services, LLC$893.3K2062026-06-30
Atlasmark Financial, Inc.$884.7K12026-06-30
Regal Investment Advisors LLC$878.3K1172026-06-30
Sentinel Advisory Group, LLC$876.8K72026-06-30
Iht Wealth Management LLC$874.8K1592026-06-30
Mutual Advisors, LLC$860.5K1532026-06-30
Corient Private Wealth LP$847.1K6742026-06-30
Ibex Wealth Advisors, LLC$845.9K82026-06-30
Compound Planning, Inc.$833.8K752026-06-30
Susquehanna International Group, LLP$827.6K02026-06-30
Jim Saulnier & Associates, LLC$825.5K52026-06-30
Ridgewood Investments LLC$814.1K42026-06-30
Nuveen, LLC$807.5K02026-06-30
Gladstone Institutional Advisory LLC$790.4K1082026-06-30
Maripau Wealth Management LLC$788.1K222026-06-30
Michels Family Financial, LLC$786.6K22026-06-30
Burt Wealth Advisors$786.3K02025-09-30
Falcon Wealth Planning$769.8K242026-06-30
Advisory Services Network$739K2532026-06-30
Onyx Bridge Wealth Group LLC$708.6K222026-06-30
Midatlantic Capital Management, Inc.$699.2K22026-06-30
Geneos Wealth Management, Inc.$695.5K1932026-06-30
World Investment Advisors$665.6K3592026-06-30
Quantinno Capital Management LP$645.3K02026-06-30
Mlp3, LLC$641.7K22026-03-31
Whitaker-Myers Wealth Managers, Ltd.$640.8K162026-06-30
Bank of Montreal /can$636.5K02026-06-30
Savant Wealth Management$630.4K4052026-06-30
Ifp Advisors, Inc$617.6K3182026-06-30
Flagstar Securities, Inc$617.3K302026-06-30
Buck Wealth Strategies, LLC$607.6K502026-06-30
Clearbridge Investments, LLC$606.9K412026-06-30
Heartwood Wealth Advisors LLC$593.2K02026-06-30
Asset Allocation Strategies LLC$591.7K402026-06-30
Mayfair Advisory Group, LLC$586.3K42026-06-30
Ifg Advisory, LLC$584.7K1102026-06-30
Innova Wealth Partners$583.1K62026-06-30
Wealthtrak Capital Management LLC$573.2K52026-06-30
Investment Partners Asset Management, Inc.$566.4K82026-06-30
Gwn Securities Inc.$550.4K4492026-06-30
Pinnacle Associates, Ltd.$550.2K332026-06-30
D.A. Davidson & Co.$548K6892026-06-30
Fermata Advisors$543.1K132026-06-30
Marble Trail Advisors$541.1K42026-06-30
Coldstream Capital Management Inc$540.7K1362026-06-30
Kaizen Financial Strategies, LLC$524.6K52026-06-30
Assetmark, Inc$511.3K2202026-06-30
Revisor Wealth Management LLC$508.2K92026-06-30
Transcend Capital Advisors, LLC$503.3K02026-06-30
Westside Investment Management, LLC$501.3K72026-06-30
Prospera Financial Services, Inc.$500.1K2702026-06-30
Kaydan Wealth Management, Inc.$486.6K62026-06-30
Triangle Wealth Management$474.2K102026-06-30
Davis Investment Partners, LLC$471.8K22026-06-30
Pinnacle Financial Partners, Inc.$469.3K02026-06-30
Blalock Williams, LLC$462K22026-06-30
Trust Point Inc.$457.2K02026-06-30
American Money Management, LLC$455.1K112026-06-30
Asset Management Group, Inc.$449K22026-06-30
Everstar Asset Management, LLC$448.6K102026-06-30
High Net Worth Advisory Group LLC$442.4K62026-06-30
Journey Advisory Group, LLC$431K182026-06-30
Lexaurum Advisors, LLC$428.1K352026-06-30
US Bancorp$426.1K02026-06-30
Unified Investment Management$421.8K22026-06-30
Ameritas Advisory Services, LLC$411.7K5502026-06-30
Means Investment Co., Inc.$403.9K132026-06-30

The 250 largest of 442 reporting institutions are listed.

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: 2025-09-30 to 2026-06-30